Customer Migration Manager

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

📋 Description

• Assist customers with inquiries and product evaluations to ensure successful recontracting to PipeFlo Connect.

• Gain a deep understanding of the functionality, key features, and value proposition of the new features to effectively position PipeFlo Connect against the current version.

• Aid in technical evaluations and collaborate with Sales Engineering to facilitate technical demonstrations.

• Prepare pricing and quotes for customer subscriptions to PipeFlo Connect.

• Manage migration opportunities within SFDC, accurately executing necessary steps and securing customer contract commitments.

• Collaborate cross-functionally with Sales, Customer Success, and Product teams to foster growth and long-term retention.

• Oversee customer migration to the new platform.

• Ensure successful customer onboarding to PipeFlo Connect.

• Conduct targeted outreach cadences to facilitate onboarding; manage follow-ups via email and phone while tracking activities and outcomes in SFDC.

• Ensure a smooth handoff to the Training Team for training on the new product version.

• Collect feedback on product adoption and represent the voice of the customer internally to support process enhancements.

• Identify additional services, products, and subscription modifications, partnering internally to meet customer needs.

• Address at-risk situations and work with internal teams to assist with customer requests, issues, and feedback.

⛳️ Requirements

• Excellent verbal and written communication skills in English are essential.

• A minimum of 3 years of experience in Customer Success or Account Management roles.

• At least 1 year of software experience in converting commercial models or supporting upsells to new product versions.

• Proven experience managing new sales, renewals, and/or negotiation discussions.

• Demonstrated experience in migrating existing customers to a new product or platform.

• Highly organized and detail-oriented.

• A strong passion for delivering exceptional customer experiences.

• Professional demeanor with the ability to listen, comprehend, and communicate effectively with customers via email and phone.

• A proactive problem solver with a track record of developing creative solutions for customers and the business.

• Familiarity with Microsoft Office Suite and Salesforce is required.

• A bachelor's degree is preferred.

🏝️ Benefits

• Opportunity for remote work.

• Full-time employment.