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Customer Success Manager

Formulary is looking for a Customer Success Manager
Location
Remote
Basis
Full-time
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Duties/Responsibilities:

  • Key point of contact for assigned accounts, triage/handling all inquiries received and ensuring timely and accurate response.
  • Responsible for management of assigned accounts, including the development of customer specific business plans (Success Plan, capturing Milestones) to identify opportunities to retain and profitably grow business and to strengthen relationships.
  • Collaborating with Sales Executives and Regional Sales Directors on assigned accounts to identify business growth opportunities.
  • Facilitating and/or handle all issues providing swift resolution to the customer and engaging appropriate internal stakeholders.
  • Proactively assess the assigned accounts, identifying areas for continuous improvement and developing strategies and plans to implement.
  • Actively review Data/Sentiment to ensure proactive approach to issues.
  • Building strong relationships and collaborate with internal functional partners to successfully implement new business, address service inquires, and provide consultative support.
  • Including to address workflow concerns in a consultative setting.
  • Maintaining cadence between R&D teams and sales team to ensure seamless customer experience.
  • Providing onsite support for demos, post go live, quarterly and situational business reviews.

Required Skills/Experience:

  • Bachelor’s Degree preferred or equivalent work experience, willingness to learn new with methodologies.
  • Detail orientation with excellent oral and written communication skills.
  • Ability to manage relationships; Strong interpersonal skills, clear communicator, and demonstrated relationship building skills.
  • Ability to function through influence in the absence of having positional authority; Able to interact with a wide variety of contacts, both internal and external.

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*Please provide a link to your CV or equivalent
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