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Clinical trial data management solutions – powerful, scalable, flexible, quick to implement, easy to use.
Associate Customer Success Manager
Location
Massachusetts
Posted
38 days ago
Salary
$80K - $100K / year
Seniority
Mid Level
Job Description
Associate Customer Success Manager
OpenClinica
• Pipeline Generation within Existing Accounts: Identify and qualify expansion opportunities (additional studies, modules, or services) through proactive discovery, account mapping, and engagement with key stakeholders; partner with Account Executives to progress and close opportunities. • Commercial Ownership of Inbound Opportunities: Manage inbound requests from existing customers through qualification, scoping, pricing alignment (with Sales/Marketing), and conversion to closed-won revenue where applicable. • Value-Based Selling: Translate customer goals and operational challenges into tailored solution recommendations, positioning product capabilities (e.g., reporting, recruitment optimization, integrations) to drive measurable ROI and support upsell/cross-sell motions. • Customer Onboarding: Lead the onboarding process for new customers, ensuring they understand and can fully utilize the product/service. • Customer Engagement: Develop and maintain positive relationships with customers, regularly reaching out to address their needs and ensure satisfaction. Identify account opportunities to support their business needs. • Issue Resolution: Address and resolve customer inquiries or concerns in a timely and effective manner, coordinating with internal teams as needed. • Product Education and Training: Educate customers on features, benefits, and best practices, providing training sessions and support documentation as needed. • Customer Retention and Growth: Monitor customer health metrics, proactively identifying risks, opportunities for expansion, and working with sales for upselling when appropriate. • Feedback Collection: Collect customer feedback, relay it to product and support teams, and work towards improving the overall customer experience. • Data Tracking and Reporting: Keep accurate records of customer interactions, updates, and engagements, providing reports and insights on customer satisfaction trends. Ensure the CRM system contains accurate customer data (in particular account, contact, opportunity, LOA score, NPS/CSAT scores, meeting notes, risk and other key fields as necessary). • Collaborate with Cross-Functional Teams: Work closely with product, sales, and support teams to ensure a cohesive customer experience.
Job Requirements
- 2+ years in customer success, account management or a related customer-facing role
- Bachelor’s degree or equivalent experience.
- Experience in a client-facing SaaS role
- Significant level of comfort interacting with a high volume of customers over a variety of mediums (phone, email, webinars)
- Sales know-how
- Strong verbal and written communication skills
- Problem-solving abilities and a customer-centric mindset
- Strong collaboration mindset and capabilities
- Ability to multitask and handle multiple accounts
- Proficiency in CRM software
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