About Workflow Magic:
Workflow Magic is a dynamic and rapidly growing company specializing on Monday.com implementation services. We help businesses streamline their workflows, boost productivity, and maximize their monday.com investments. Our team is passionate about driving success for our clients, and we're looking for our first dedicated Account Manager/Customer Success Manager to join us in this mission.
Job Description:
The Account Manager/Customer Success Manager at Workflow Magic plays a critical role in ensuring our clients' continued success and driving revenue growth through expansion opportunities. As a trusted adviser, you will work closely with clients to understand their needs, drive expansion opportunities, and provide ongoing support post-implementation. You will be responsible for engaging clients, increasing revenue from existing accounts, developing automated processes, collaborating with internal teams and monday.com, and actively managing accounts on Salesforce.
Key Responsibilities:
Expansion and Revenue Growth:
● Engage with existing clients to drive expansion opportunities and increase revenue from professional
services.
● Develop and implement automated processes to identify and capitalize on expansion opportunities.
● Work closely with the implementation team and monday.com to drive revenue from additional
monday.com, seats and products.
Client Management and Support
● Actively manage accounts on Salesforce, ensuring accurate and up-to-date information.
● Provide ongoing support to clients post-implementation, addressing any issues or concerns.
● Manage the ticketing system and ensure timely resolution of client inquiries and requests.
● Host monthly meetings with clients to review progress, address any issues, and identify additional
opportunities for support and expansion.
Sales and Upselling:
● Demo and support our QuickBooks invoicing app
● Manage the pipeline and active subscriptions to drive additional revenue opportunities
Process Improvement and Leadership:
● Write the Account Manager/Customer Success Manager playbook for Workflow Magic.
● Step into a leadership role, hiring and nurturing a team as the department grows.
Qualifications
- Bachelor's degree in Business, Marketing, or a related field. A Master's degree is a plus.
- Superior communication skills, both written and verbal, with 100% fluency in English.
- Proven experience (4 years) in a leadership role within a customer success or customer experience team.
- At least 2+ years of experience in customer success or a related field, preferably in a SAAS environment.
- Demonstrated exceptional leadership and people management skills, capable of inspiring and guiding a team.
- Outstanding relationship-building skills, with a talent for creating strong client connections.
- Strong analytical abilities, proficient in using tools like Google Sheets, Excel, and data management software.
- Proven ability to develop and implement effective customer success strategies and processes.
- High level of independence, initiative, and ability to thrive in a fast-paced startup environment.
- Self-starter with the ability to work independently and figure things out autonomously.
- Very strong history of documentation, both for clients and internal process & training.