CustomerSuccessBox

• Gather and evaluate user requirements in collaboration with product managers and engineers. • Illustrate design ideas using storyboards, process flows, and sitemaps. • Perform research and analyze the real expectation of the user. • Build page navigation buttons and search fields. • Develop UI mockups and prototypes that clearly illustrate how sites function and look like. • Understand delivering the value of a good design today than a great design next year. • Iterate the complete product/system and culls out areas of improvement for a better user experience. • Prepare and present rough drafts to internal teams and key stakeholders. • Identify and troubleshoot UX problems (e.g. responsiveness). • Conduct layout adjustments based on user feedback. • Adhere to style standards on fonts, colors, and images. • Champion new ideas and take smart risks.

• Own customer relationship right after customer’s sign up or start a trial • Work with customers by understanding customer business use case and their reason behind purchase • Guide customers to formulate Accounts health, Product adoption Milestones, Risk and Up sell Alerts from their business use cases • Conduct workshops for customers to help customers to setup various playbooks • Coordinate any data and product usage integration queries with the technical support team and ensure a smooth, time bound integration experience • Drive advocacy, referrals, reviews, guest blogging, interviews • Blog about your best practices and contribute back to the success community • Engage with customers and do periodic business reviews to ensure value delivery to customers • Act as the bridge between customer feedback and product design team • Ensure renewal, drive up sell and growth for each account • Be the face of CustomerSuccessBox in front of the customers

• Understand Customer Operations Tech Stack. • Handhold customer in syncing all the data sources with CSB. • Devising smart engineering solutions for each customer's unique enterprise stack (CRM/Billing/Support/Analytics). • Understand the business requirement as to prioritise data sources and objects. • Conduct workshops with customers to break the requirement in smaller & achievable format. • Create an implementation framework to capture and decide what are all the data that is required. • Plan meetings with customers & their developers to understand how their data is structured. • Consult them the best practices of sending that data to CSB. • Resolve customer issues, with or without collaboration with other teams; • Build strong customer relationships by maintaining high levels of engagement and communication. • Collaborate on creating best practices guide for developers, Update API documentation & update & maintain the Integration documentation. • Work with CustomerSuccess Team to share insights with customers & prepare Customised reports on BI tools. • Pass Feedback to Product Management. • Work with the Support & CustomerSuccess team to coordinate and prioritise open items.