Job Closed

This listing is no longer active.

StructureFlow logo
StructureFlow

Create professional, data-rich, structure diagrams – fast.

Client Success Manager

Customer Success ManagerCustomer SuccessFull TimeRemoteSeniorTeam 11-50Since 2017H1B No SponsorCompany SiteLinkedIn

Location

Illinois + 1 moreAll locations: Illinois | New York

Posted

77 days ago

Salary

0

Seniority

Senior

3 yrs expEnglish

Job Description

Client Success Manager

StructureFlow

• Pre-sales pilots - For complex evaluations, work alongside the Revenue team from Selection onwards, contributing the CS perspective on deal quality and continuity before the contract is signed • Onboarding & first value - Own accounts from contract signature, finalise the Customer Success Plan (CSP), and drive each account to a named first-value milestone on a live piece of work • Adoption - Move accounts from "this works for a few people" to "this is how we do things" — through proactive health monitoring, QBRs grounded in impact, and cohort expansion. • Expansion & Renewal - Manage renewals from six months out, maintain a live whitespace plan, and develop expansion opportunities to the point of handoff to the AE.

Job Requirements

  • Domain experience is a must.
  • 3+ years in enterprise CS/account management in B2B SaaS/professional services tech
  • A passion for creating and iterating on strategy and executing against a plan
  • Track record managing renewals and expansion
  • Comfortable managing senior stakeholders, not just operational contacts
  • Experience with typical CS tooling: HubSpot, Planhat, Gainsight, ChurnZero, or equivalent
  • You write well: a significant amount of the role is written communication.
  • Desirable: Legal, Accounting or Finance qualifications or prior experience working in these industries
  • Understanding of the broader culture of compliance governing how firms adopt digital tools
  • Ideas for how AI technology can be used to accelerate the CS workflow and drive client experience.
  • Experience contributing to a CS function being built, not just inheriting a mature one

Benefits

  • Competitive salary and performance-based bonus.
  • Generous PTO policy – 25 days is standard for our global team
  • Healthcare (medical, dental, vision)
  • 401(K)
  • Flexible working – a combination of remote work, and business travel
  • Learning & Development budget
  • Opportunity to join a dynamic, early-stage startup in our mission to transform how legal, professional services firms and alternative finance funds master complexity
  • High impact work that really matters – success in this role will drive our company forward and have an outsized impact on our business and clients

Related Job Pages

More Customer Success Manager Jobs

Full TimeRemoteTeam 11-50Since 1997H1B No Sponsor

• Understand our clients. Develop a strategy to assist clients in making the most of their Enterprise and ROK’s GIS Managed Cloud Services. • Establish Regular meetings (Health Checks) with newly onboarded and existing customers to ensure we are proactively trying to understand their goals, challenges, and overall business model. • Identify GIS, IT, and Esri stakeholders within and servicing our clients organization. • Understand common knowledge gaps across our client base and lead formal and informal training sessions to assist with their understanding. • Monthly Reports: Create and send monthly, service summary reports to our clients. • Create and send amendment and renewal contracts when new services are requested, or annual expiration dates are approaching. • Collaborate with the ROK Team. Help to build a truly client-centric team here at ROK. • Assist with support tickets as needed and work with our Technical Team to prioritize tickets and address Esri COTS related questions and issues. • Develop help guides, training videos, white papers, etc. on a variety of topics • Support Client Success Director to mature the build out of our client portal and develop/maintain knowledge base for clients • Work with the Implementation Project Management Team to get a holistic view of clients moving into Managed Services • Esri training: Stay abreast of new offerings and alert the team to training opportunities. When possible and relevant, capture notes from attended training and communicate back to the team.

United States
Burt Intelligence. logo

Customer Success Manager

Burt Intelligence.

AI + industry expertise to deliver insights that matter for advertising and media operations professionals.

Full TimeRemoteTeam 11-50H1B No Sponsor

• Onboarding Management: Collaborate with the Sales team to ensure smooth transitions for prospects transitioning to customers. Set timelines and expectations for onboarding new customers with the internal Burt Solutions Engineering team. • Customer Relationship Management: Interact regularly with customers, answering product questions, submitting bug tickets, and communicating feature requests with the Product team. Act as the primary point of contact and advocate for customers within the organization. • Solution Optimization: Collaborate with the Solution Engineering and Product teams to ensure each customer maximizes the use of Burt's platform and derives the most value from the solution. • Renewals and Upsells: Proactively identify opportunities for upsells by understanding customer needs, usage patterns, and expansion opportunities. Manage and execute renewals with existing customers.

New York
Treasury Systems logo

Customer Success Manager

Treasury Systems

Combining innovation with experience allows us to develop treasury systems for tomorrow.

Full TimeRemoteTeam 11-50H1B No Sponsor

• Build and maintain strong relationships with Treasury Systems customers in Finland • Organise regular check-ins and strategic meetings • Act as the primary point of contact for customer relationships • Gather and relay customer feedback to internal teams • Present and demo new product features • Drive add-on sales and identify opportunities for system enhancements • Initiate and support small consulting projects • Assist new sales efforts through customer references and success stories • Partner with Professional Services and Product Management teams • Participate in version testing with financial consultants • Join sprint demos and internal training sessions • Attend Professional Services meetings when relevant

Finland

Dynamics CRM Developer, Mid-level

Nexer Enterprise Applications

We are the tech company of the future. A promising future.

Full TimeRemoteTeam 1,001-5,000Since 2007H1B No Sponsor

• Solution Development and Design: Develop and maintain plugins in C#, workflows, and medium-complexity customizations. • Create and adjust Web Resources in JavaScript, including validations, automations, and UI enhancements. • Configure and evolve native CRM components such as entities, fields, relationships, forms, views, and business rules. • Cloud Integrations and Services: Participate in the development and maintenance of integrations using REST/OData APIs. • Support the construction of integrations with Azure services such as Logic Apps, Azure Functions, and Service Bus, under the guidance of architects or senior professionals. • Perform adjustments and improvements to existing integrations, ensuring stability and performance. • Power Platform and Automation: Create and maintain flows in Power Automate, including low- to medium-complexity automations. • Contribute to solutions in Power Apps (Model-Driven and Canvas Apps), when applicable. • Assist in maintaining environments and ALM best practices within the Power Platform. • Maintenance, Support, and Quality: Perform troubleshooting and fix technical issues, identifying root causes and proposing appropriate solutions. • Execute unit, integration, and functional tests to ensure delivery quality. • Document functionalities, integrations, and technical processes clearly and in an organized manner. • Collaboration and Business Understanding: Work together with analysts, QA, and other developers to ensure deliveries aligned with client needs. • Participate in requirements gathering meetings, contributing technical insight and improvement suggestions. • Translate functional requirements into consistent, well-structured technical implementations.

Brazil