Customer Success Manager - Mid Market
🇺🇸 United States
Management
MS Office
Finance
Sales
Customer Support
Excel
$70,000 - $75,000
Customer Success Manager - Mid Market
from 🇺🇸 United States
$70,000 - $75,000
How will you contribute?
- Demonstrates capability to excel in MM CSM responsibilities
- Ability to manage territory and drive ownership of a Smarsh directed project or program
- Serves as an SME for Smarsh processes and procedures, able to coach or onboard other CSMs
- Deliver high level of responsiveness to assigned Mid-Market tier accounts
- Work with clients via Retention Cases, prevent and manage churn
- Tracks activity inSalesForce.com, and accurately logs outcomes of customer discussions
- Maintains daily/weekly meetings for assigned accounts (~40- 100k ARR), typically a territory of approximately 120 accounts
- Prepares and hosts Business Reviews for top assigned accounts in territory
- Consistently meet or exceeds target customer activity metrics and SLOs
- Manage assigned client contracts, invoices, billing, SLA reporting requirements
- Process contract changes including add-on services, downgrades, cancellations
- Create accurate quotes and obtain purchase orders for Smarsh services (exports, imports, 1x training fees)
- Identify additional add on services to grow account, partner with sales for new opportunities identified
- Effectively manage and drive closure of renewal business
- Identify At Risk Clients and determine needed remediation path
- Take ownership for resolving customer issues; Partner with other internal teams to ensure client’s needs and resolution with escalated issues are being met.
- Drive client adoption of Smarsh products and services via leading trainings or recommending for Professional Services custom trainings; provide valuable insights and best practices to customers based on their deployment
- Work as part of a collaborative team and provide feedback for improvement to internal stakeholders
What will you bring?
- 3+ years' experience with customer service, customer success or inside sales preferably for the financial industry or similar highly regulated industry -or- 1.5+years' experience in MM role or similar
- BA/BS degree or 4+ years' experience in customer success in lieu of a degree
- Completion of Customer Success outside learning
- Effective oral and written communication skills
- Strong organizational skills
- Detail oriented
- Proficiency at juggling multiple tasks
- Ability to quickly understand questions and problem solve
- Proven results in driving customer health and satisfaction resulting in loyalty and advocacy
- Ability to deliver presentations to Sr leaders, accounting, &/or technical audiences
- Intermediate knowledge of the Smarsh or heritage Actiance Product Suite
- MS Office Suite knowledge (PPT)
- Ability to independently navigate ambiguity