Client Success Manager

This is a fully remote position, open to applicants in Canada.

📋 Description

• Act as the primary post-sales support liaison for customers, focusing on value and impact discussions.

• Collaborate with various internal teams, including Delivery, Onboarding & Implementation, Product Teams, Value Adoption & Training, Data Advisory, Global Data Content, Technical Implementation Consultants/Solution Architects, and Customer Service.

• Record customer use cases, KPIs, user adoption metrics, product utilization, and process flows during value interactions.

• Assess and coordinate training requirements for customers across the entire portfolio.

• Ensure that the delivery of contracted products and services meets or surpasses the established SLAs and KPIs.

• Facilitate additional customer support in areas such as data advisory, technical implementation, solution architecture, customer service, technology, training, and escalation resources.

• Encourage participation in industry knowledge sessions whenever available.

• Provide auxiliary support to Sales AEs and CSMs with contract management, forecasting, and negotiation as required.

• Demonstrate Finance Solutions products to customers as needed.

⛳️ Requirements

• Proficient in accessing and utilizing various applications and systems: SFDC, KPI, BI Portal, OA/QTC, Sales Spot, and Usage Reporting Systems.

• Strong understanding and expertise in enterprise product(s) related to business unit solutions.

• Excellent written and verbal communication skills.

• Ability to document a Process Review and/or Process Map at a high level.

• 1–2 years of experience in project management.

• Familiarity with CFO, CPO, CCO, and CMO personas.

• Bachelor’s degree.

• Over 5 years of experience in sales, sales support, client service, or account management.

🏝️ Benefits

• Eligibility for commission.