客户成功项目经理
Customer Success Program Manager
关于360insights
360insights 使品牌能够协调和扩展其复杂的合作伙伴生态系统。我们的统一平台将简化的体验、激励措施和服务整合在一起,使品牌能够清晰、一致且可控地协调市场推广工作。我们专为拥有间接渠道和复杂全球激励计划的组织而设计,受到全球领先品牌的信任。
我们相信“创造增长的体验,创造体验的增长”。通过学习和发展计划以及导师制度,我们提供您成长和作为Insighter取得成功所需的支撑、工具和机会。
我们欢迎来自各种背景的人才,并致力于在招聘过程中无论种族、宗教、族裔、年龄、残疾、性取向或性别认同方面都提供平等的机会。如需,我们将在整个招聘过程中提供必要的协助。了解更多关于我们的DEIB愿景,请访问我们的网站。
职位简介
这是一个现有职位空缺。
作为主要客户联系人,您在确保项目成功和客户满意度方面发挥关键作用。该职位与客户和内部团队紧密合作,管理运营工作,主动满足服务级别协议(SLA),并提供卓越的支持。通过建立牢固的关系、清晰的沟通以及利用数据和行业洞察,您将帮助客户实现高绩效的项目。该职位适合有客户成功、客户服务或项目管理经验的人士,他们喜欢在战略与执行之间找到平衡。
您将负责的工作
运营管理:
- 创建并跟踪操作类客户请求直至解决
- 与技术服务中心/应用支持团队处理技术请求
- 与VIP/客户支持团队处理客户支持请求
- 根据需要提供培训并跟进请求
- 监督新客户和现有客户的项目接入流程
- 提供定期的运营报告(临时、自动化和仪表盘)
- 监控项目指标和性能并进行分析
- 处理营销请求并提供VIP/客户支持
- 支持实施工作,包括培训和后续跟进
- 管理风险和合规任务,确保所有流程得到遵循
客户参与:
- 主导客户会议——根据客户需求,定期召开客户会议和季度或半年度的EBR(业务回顾)
- 与客户建立并维护定期联系点,以传达关键绩效指标和运营情况
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About 360insights
360insights orchestrates how brands engage and grow their complex partner ecosystems. Our unified platform brings together streamlined experiences, incentives, and services so brands can coordinate go-to-market efforts with clarity, consistency, and control. Built for organizations with indirect channels and complex global incentive programs, we are trusted by leading brands worldwide.
We believe in “Experiences that create growth. Growth that creates experiences.” Through learning and development programs and mentorship, we provide the support, tools, and opportunities you need to grow and succeed as an Insighter.
We welcome talent from all backgrounds and are committed to equal opportunity regardless of race, religion, ethnicity, age, disability, sexual orientation, or gender identity. Accommodations are available throughout the hiring process upon request. Learn more about our DEIB vision on our website.
About the role
This is an existing vacancy.
As the primary client contact, you play a key role in ensuring program success and high client satisfaction. This role partners closely with clients and internal teams to manage operations, proactively meet SLAs, and deliver exceptional support. Through strong relationship building, clear communication, and the use of data and industry insights, you will help clients achieve high‑performing programs. This role is well suited to someone with experience in Customer Success, Client Services, or Program Management who enjoys balancing strategy with execution.
What you'll do
Operational Management:
- Create and track operationalclient requests through to resolution
- technology requests with technical services/application support teams
- client support requests with VIP / client support teams.
- Include training and follow up on requests as needed
- Oversee program intake processes for new and existing clients.
- Deliver regular operational reporting (ad-hoc, automated, and dashboarding).
- Monitor program metrics and performance with analysis
- Handle marketing requests and provide VIP/client support.
- Support implementations, including training and follow-up.
- Manage risk and compliance tasks, ensuring all processes are followed.
Client Engagement:
- Lead client meetings - regular client meetings and EBRs quarterly or semi-annually as per client requirements.
- Develop and maintain regular touchpoints with clients to deliver key performance metricsand operational updates.
- Maintain knowledge of current industry trends by collaborating with other internal teams and provide clients with industry best practices.
- Advise clients on how to best leverage the 360 technology.
Collaboration:
- Participate in discussions regarding integrations, data feeds, APIs, and SFTP sites.
- Collaborate with internal teams to champion client programs and advocate for client enhancement requests.
- Facilitateregularmeetings with internal teams and monthly meetings with Account Managers on potential growth opportunities.
- Support the Customer Care team with training and collaboration, maintaining a regular training cadence.
- Collaborate with sales for support and reporting on client needs.
Training and Documentation:
- Develop, implement, and maintain internal and external training materials and user guides.
- Manage handoff documentation and maintain business requirement documentation and SOWs.
- Maintain internal client SharePoint folders and internal Confluence pages.
Data Analysis and Reporting:
- Track lessons learned throughout programs and provide relevant reporting to stakeholders, including providing supporting data analysis for Executive Business Reviews
- Analyze and recommend changes based on lessons learned.
- Maintain weekly operational reporting dashboardsfocused on key health metrics.
- Monitor SLAs and review operational reports to proactively address client issues.
- Highlight program trends and areas for improvement, presenting findings to client stakeholders throughout the life of the program.
Escalation Management:
- Provide operational oversight for client escalations and necessary data.
- Collaborate with internal teams on operational data for escalations.
- Implement root cause analyses for major escalations, leading resolutions and communicating with stakeholders regularly.
What you'll bring
- 3–5 years’ experience in Client Program Management, Customer Success, or Client Operations
- Experience facilitating client meetings
- Strong client service skills and a professional, calm approach
- Confidence working with data, dashboards, and operational reporting
- Proven ability to manage multiple workstreams and competing priorities
- Experience coordinating across teams without formal authority
- Strong written and verbal communication skills
- Comfortable handling conflict and escalations constructively
- Familiarity with ticket or case‑management systems
- Ability to work independently in a fast‑paced environment
All our job postings provide starting pay bands for transparency. In addition to base salary we offer bonus, stock options plus a wide range of benefits.
Originally posted on Himalayas