What are the responsibilities and job description for the Client Success Manager position at IntelliPay?
Job Description
Motivated team player with a desire to cultivate strong customer relationships by anticipating needs and resolving items before they become service issues.
Our customer support team is there to ensure that any problems that do come up are addressed effectively, however, the role of a Client Success Manager is to give our customers the best possible head start with training and ongoing product and industry education.
They will be an internal resource for Sales and Account Management personnel to ensure our customers are making the absolute best use of the products and services we have selected to meet their needs.
The Client Success Manager will ensure new clients are familiar with the specific features and functions of our product(s) based on their unique business needs. They will aid our customers in establishing a thorough knowledge of our product capabilities to reduce customer inquiries and support needs further down the line.
Duties:
Motivated team player with a desire to cultivate strong customer relationships by anticipating needs and resolving items before they become service issues.
Our customer support team is there to ensure that any problems that do come up are addressed effectively, however, the role of a Client Success Manager is to give our customers the best possible head start with training and ongoing product and industry education.
They will be an internal resource for Sales and Account Management personnel to ensure our customers are making the absolute best use of the products and services we have selected to meet their needs.
The Client Success Manager will ensure new clients are familiar with the specific features and functions of our product(s) based on their unique business needs. They will aid our customers in establishing a thorough knowledge of our product capabilities to reduce customer inquiries and support needs further down the line.
Duties:
- Ensure customer SLA’s are being met within the first 90 days of service
- Keep a “high-level view” of the support process for first 90 days of service
- Provide ongoing training and support to clients on our products and services – quarterly outreach
- Reduce attrition with periodic outreach
- Help foster a customer-centric team environment
- Integrated product and software training
- Collaborate with internal teams to ensure successful implementation and onboarding of new clients
- Act as an advocate for the client within the company, ensuring their needs are met and feedback is addressed
- Proven experience in customer success management or a similar role
- Excellent communication skills
- Familiarity with CRM software
- Ability to analyze data and provide actionable insights
- Leadership qualities with the ability to drive results
- Experience in warm calling or technology sales is a plus
Salary : $45,000 - $55,000