Customer Success Manager

This is a fully remote position, open to applicants in Arizona, +1 more state.

📋 Description

• Establish strong relationships with B2B software clients to ensure they derive maximum value from the products and services they have purchased.

• Enhance customer satisfaction, retention, and promote the expanded use of ERP software and services.

• Assist customers in meeting their ongoing cloud financial requirements while delivering exceptional service.

• Report directly to the Director of Customer Success.

• Collaborate on a weekly basis with the Sales team to drive upsell and expansion initiatives.

• Engage proactively with customers for business reviews and to facilitate annual renewals.

• Work alongside consulting and sales teams to identify products and services that align with customer objectives.

• Reach out to customers interested in transitioning from on-premises software to cloud-based solutions, generating new sales opportunities.

• Facilitate the conversion of customers from legacy perpetual billing to a subscription-based model.

• Partner with marketing to foster customer advocacy through testimonials and reviews.

• Support customer renewals and orders by maintaining HubSpot CRM, executing quotes, and managing vendor communication and negotiations.

• Connect customers with Independent Software Vendors as required.

• Ensure thorough and accurate documentation within the CRM system.

• Contribute to and enhance a high-performing sales and marketing team.

⛳️ Requirements

• 3-7 years of experience in a customer success or account management role within the B2B software sector.

• Proven track record of achieving strong goals.

• Experience with ERP and/or CRM software is essential.

• Familiarity with both Sage Intacct and Microsoft Dynamics (Business Central) is highly preferred.

• Strong CRM hygiene and documentation practices are necessary.

• A 4-year college degree is preferred but not mandatory.

• Candidates must be eligible to work for any employer within the United States.

🏝️ Benefits

• Full-time employment opportunity.

• Primarily remote work with a hybrid schedule option available near offices in Royal Oak, MI or Mesa, AZ.

• Committed to being an equal opportunity employer.