客户成功经理
Client Success Manager
职位名称 – 客户成功经理
描述:
客户成功经理是一个全职的、面向客户的岗位,是我们在客户服务中的关键角色。CSM 被视为客户的高管合作伙伴,并直接与客户的 C 层高管合作,了解他们的业务需求以及技术如何帮助他们最佳地实现这些需求。CSM 还会与我们的内部团队紧密合作,通过技术业务评审和基础设施改进项目,确保客户符合业务标准。CSM 在帮助客户降低风险和提高生产力方面起着至关重要的作用。
该职位直接向客户体验总监汇报。我们持续以指数级的速度增长,希望继续为客户提供前所未有的个性化关注,并在引入更多客户的同时保持这一高标准。
客户成功经理职责:
- 作为主要联系人,建立并加强客户关系
- 作为客户决策者和影响者的关键联系人
- 通过电子邮件、电话、在线演示、屏幕共享和面对面会议定期与客户会面
- 在客户和内部团队之间进行沟通协调
- 确保根据客户需求和目标及时且成功地交付我们的服务
- 审查、跟踪并展示关键账户指标给内部和客户团队
- 识别账户中的潜在机会,评估额外的服务机会
- 领导并协商 IT 和合规合同条款和条件的续约;制定并提交估算和合同
- 报告客户环境、项目状态,协助制定和展示战略及未来规划、提案和建议
- 负责与销售和项目团队合作,为客户上架和整合新客户,并发展现有客户关系
- 通过评估当前产品结果、识别待满足的需求、监控竞争产品、分析并传达客户反应,为销售策略提供信息
- 倾听并理解业务目标
- 制定并传达与客户业务目标一致的技术战略
- 每季度提供技术业务评审,并帮助客户在 IT 方面做出决策
- 向客户决策者提出数据驱动的高影响力建议
- 为客户制定年度 IT 预算和提案
查看英文原文
Job Title – Client Success Manager
Description:
The Client Success Manager position is a Full-Time, Client-Facing key role in our service delivery offering to our clients. The CSM is considered an executive partner to our client and works directly with client C-Suite to understand their business needs and how technology can help them best achieve these needs. The CSM also works closely with our internal teams to make sure the client is aligned to business standards through Technology Business Reviews and infrastructure improvement projects. The CSM is critical in helping clients mitigate risk and increase productivity.
This position reports directly to the Director of Client Experience. We continue to grow exponentially, and we want to continue to provide our clients with unprecedented, personalized attention and are looking to maintain this high standard as we bring on more clients.
Client Success Manager Job Responsibilities:
- Build and strengthen client relations as the primary point of contact
- Serve as a key point of contact for client decision makers and influencers
- Routinely meet with clients through email, phone, online presentations, screen-share, and in-person meetings
- Liaise between the client and internal teams
- Ensure the timely and successful delivery of our services according to client requirements and objectives
- Review, track and present key account metrics to internal and client teams
- Identify potential in accounts, evaluating additional opportunities for services
- Lead and negotiate renewals of IT and compliance contract terms and conditions; develop and present estimates, and contracts
- Report on customer environment, project status, assist in the development and presentation of strategic and future planning, proposals and recommendations
- Responsible for working with the sales and project teams to onboard and integrate new clients and developing existing client relationships
- Contribute information to sales strategies by evaluating current product results; identifying needs to be filled; monitoring competitive products; analyzing and relaying customer reactions
- Listen to and understand business goals
- Create and communicate technology strategies which align with client business goals
- Provide quarterly Technology Business Reviews and help guide client decisions around IT
- Make data-driven, high-impact recommendations to client decision-makers
- Create annual IT budgets and proposals for client alignment, strategy, and initiatives
- Work with other internal teams to create and update technical standards to reduce client risk and reactive support time
- Generate non-recurring (project) revenue
- Stay up to date with new products and services which may be of value to clients
- Manage internal teams who support the client
Who You Are:
- Focus on customer service - We are passionate about going above and beyond to provide our customers with excellent service. We expect you to be of the same mindset.
- Demonstrated history of job stability – We invest a lot in our employees. We are looking for candidates who want a career, not a short-term gig.
- Accountability – You are reliable and take responsibility for the tasks assigned to you.
- Excellent written and oral communication skills.
- On occasion, we do require work outside of our standard business hours to accommodate client needs
Experience/Skills Required
- Excellent verbal and written communication skills – including the ability to actively listen to clients and fellow employees and to respond appropriately
- Ability to provide high-value technology consulting to businesses and organizations of varying sizes, verticals, and budgets
- Complete understanding of our technology standards and latest industry standards
- Ability to explain complex technical information in layman’s terms – including our technology standards and the technology strategy recommendations that arise from them
- Understanding of business decision-making factors around technology; including risk mitigation, budgeting, and worker efficiency
- Knowledge of the latest trends in IT, especially as they relate to small and mid-sized businesses
- Commitment to self and to team – constantly willing to learn, grow and improve while also remaining humbly confident to coach peers
- Minimum 5 Years Professional Experience with 3 Years Focused in IT (healthcare a huge plus)
- Experience in IT consulting or Line-of-business application consulting
About Acrisure Cyber Services:
Acrisure Cyber Services is a full-service technology partner that helps businesses attain greater success and profitability through the strategic alignment of business objectives and technology. Whether it be managed infrastructure and devices, helpdesk support, holistic best-in-class cybersecurity, strategic cyber executive services or digital transformation our flat-rate billing model provides the predictability businesses need to securely and effectively budget and scale for growth. Our value is not measured in how much time is spent implementing or supporting technology, but rather on how we’ve helped our clients leverage technology to achieve their business goals
- You’ll work with extremely passionate, driven and experienced technical professionals. This means we recognize (and love) brilliance and hard work. We are totally focused on learning, growing, and mentoring so that everyone can prosper in their careers and add value to ACS, each other, and our clients.
- Relationships are important to us. We provide the highest levels of customer service and strive to always exceed our clients’ expectations. You will too.
- We love collaborating and working together as a team. You can expect company sponsored events at your location.
- As we’re a small company that has worked hard to create processes and metrics to measure our success, you will be noticed. This means that when you’re doing well, will be noticed. It also means if you’re not working, we’re going to notice.
Benefits & Perks
We offer a comprehensive benefits program designed to support the wellbeing of our employees and their families, including:
- Multiple medical plan options, including PPO and HSA-compatible plans
- Dental and vision coverage
- Employer-paid basic life and disability insurance
- 401(k) retirement plan
- Flexible spending and health savings account options
- Paid time off, holidays, and additional leave programs
- Access to wellness resources, support programs, and employee discounts
Pay Range
$110,000—$130,000 USD
Originally posted on Himalayas