Portfolio Success Manager

About Us

Location- Hyderabad

Level - Professional

Department - Customer

Working Pattern - Work From Office

Benefits - Benefits at Ideagen

Salary -  To be discussed at next stage

We are looking for Portfolio Success Manager is responsible for driving the success and growth of a portfolio of accounts. Providing digital support to ensure customers achieve their business objectives with our solutions. This role combines digital interactions with virtual meetings, allowing for a deeper understanding of the customer's unique needs. The Portfolio Success Manager works closely with internal teams, collaborating to drive customer satisfaction, retention, and expansion across their portfolio of accounts.

Responsibilities

• Execute success plans aligned with the portfolio customer’s business goals, focused on maximizing product adoption and achieving customer outcomes.
• Engage with customers regularly through a mix of digital and virtual and digital activities and gather insights into customer needs.
• Conduct analysis of account health, tracking customer satisfaction, product usage, and renewal risks to proactively address potential issues and identify growth opportunities.
• Act as a customer advocate within the organization, coordinating with product, sales, and support teams to address customer challenges and champion feature requests and enhancements.
• Utilize customer data for cross-selling, upselling, and renewing contracts, collaborating closely with the sales team on expansion opportunities.
• Stay informed on industry trends and share relevant insights with customers to position our products as valuable solutions for their evolving needs.
• Maintain accurate and up to date data within the chosen CRM system, supporting all the above activities

Skills and Experience

• 5 years of experience in customer success, account management, or a related role, with proven expertise in managing a portfolio of accounts.
• Exceptional interpersonal and communication skills, with experience conducting both virtual and digital check-ins
• Strong analytical skills to interpret customer data, assess account health, and develop actionable insights.

• Proficiency in CRM and customer success software (e.g., Gainsight, Salesforce), with experience in SaaS environments preferred.

Nice to Have

• Experience with platforms like Gainsight, Pendo, Intercom, Salesforce, or Mixpanel.
• Familiarity with customer segmentation models and lifecycle marketing principles.
• Background in designing or improving self-serve help content or customer education programs.

About Ideagen

Ideagen is the invisible force behind many things we rely on every day - from keeping airplanes soaring in the sky, to ensuring the food on our tables is safe, to helping doctors and nurses care for the sick. So, when you think of Ideagen, think of it as the silent teammate that's always working behind the scenes to help those people who make our lives safer and better. Everyday millions of people are kept safe using Ideagen software. We have offices all over the world including America, Australia, Malaysia and India with people doing lots of different and exciting jobs.

We’re building a future-ready team, and AI is part of how we work smarter. If you're curious, adaptable and open to using AI to improve how you work, you’ll thrive at Ideagen!

What is next?

If your application meets the requirements for this role, our Talent Acquisition team will be in touch to guide you through the next steps.

To ensure a flexible and inclusive process, please let us know if you require any reasonable adjustments by contacting us at recruitment@ideagen.com. All matters will be treated with strict confidence.

At Ideagen, we value the importance of work-life balance and welcome candidates seeking flexible or part-time working arrangements. If this is something you are interested in, please let us know during the application process.

Enhance your career and make the world a safer place!

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