The Customer Success Manager is responsible for building the initial relationship with the client while overseeing onboarding activities and managing communication between the company and the client.
Requirements
- Work directly with customers and internal stakeholders to ensure timely, accurate, and complete execution of complex implementation project plans.
- Serve as an internal and customer-facing subject matter expert on implementations and impacts of non-standard use cases.
- Provide practical guidance on operationalizing processes, data flows, and regulatory impacts; lead client trainings to optimize engagement.
- Partner with functional teams to translate customer feedback into actionable insights for service enhancements, driving continuous improvement.
- Build and sustain strong relationships with clients during the implementation phase, acting as a strategic advisor by understanding their objectives and challenges;
- Lead meetings with customers and internal stakeholders, document and manage action items, and ensure timely execution of project plans.
- Engage across the customer’s organization and work cross-functionally to identify opportunities and risks around timelines and business processes;
- Present recommendations and solutions.
- Act as a client resource to escalate and address implementation activities, including issue resolution.
- Accountable for onboarding analytics and reporting, including customer access, ensuring all information is current, and referencing dashboards during engagements.
- Ensure all internal and external data inputs are accurate for successful implementation.
- Partner with Billing to confirm billing definitions and ensure first invoice accuracy.
Benefits
- Medical, Dental, Vision, Life Insurance, and Short Term Disability
- Stock Purchase Plan
- 401K
- Paid Vacation
- Holidays
- Personal Days
