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Develop long-termrelationshipscustomers leading to high adoption, retention,and customer satisfaction.
Ensure delightful experiences for clients in your portfolio during all stages of the customer journey.
Strategize withcustomerto meet and exceed their target goals and ROI.
Handle escalations and work crossdepartmentallyto issue resolution.
Set,driveand guide project expectations with executive stakeholders.
Facilitate change management across key stakeholders and roles.
Ensure customers are successful with the product post onboarding. Product knowledge isa must.
Partner with the Sales team on expansion and growth opportunities.
Infuse clients with Industry best practices to help them grow and thrive.
Facilitate client meetings.
Tracking anddrivekey client metrics such as usage, health, CSAT, and net promoter scores.
Responsible for reaching assigned targets for customer KPI’s and customer retention.
Track product enhancements andprovidedtimelines specific to customers in your portfolio and ensure transparent communication with stakeholders.
Maintain healthy Salesforce and Gainsight records.
Subject matter expertinthe R365 platform.
Participate and lead sessions at user groups and client facing webinars.
Other duties as assigned.
5+ plus years of experience as a Customer Success Manager or equivalent in SaaS based company.
2-3 years of experience in accounting and or restaurant hospitality or equivalent.
Previousexperience implementingand orsupporting Restaurant 365 software.
Ability to travel 15%.
Proficient in Microsoft Office; Outlook, Excel, Word, and PowerPoint.
Clearcommunicatorwith a professional presence.
The ability to manage multiple complex projects at the same time.
Proficient in Salesforce or other CRM.
Efficient andtimelywith deadlines and deliverables.
Strong organization andtime-managementskills. The ability to work independently without supervision.
Strong technical aptitude with experience communicating across multiple platforms.
PreviousGainsight experience or other customer success management platform
PreviousMonday.com experience or other project management software
PreviousFreshdesk experience or other ticket management software
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.