Customer Success Manager

Posted 18 Days Ago
New York, NY
3-5 Years Experience
Software
The Role
As a Customer Success Manager, you will engage proactively with clients to understand their needs, develop tailored success plans, and enhance customer relationships. Responsibilities include cross-selling, conducting check-ins, preparing for renewals, and advocating for customers within the company.
Summary Generated by Built In

Description

Candidate sought for a customer-facing leader within a growing software company. Neota is a no-code automation cloud platform that allows our customers to build and deploy bespoke expert automation system applications, without knowing how to code. We primarily work in the legal space, with top law firms, large corporations and educational institutions as our customers.

We are actively seeking a results-driven and proactive Customer Success Manager to join our growing team. As a key player in our organization, you will be responsible for ensuring the success and satisfaction of our valued clients. If you have a passion for building strong customer relationships and driving business growth, we want to hear from you.

Requirements

1. Proactive Outreach:
 Initiate and maintain proactive communication with clients to understand their evolving needs and ensure a positive customer experience.
2. Customer Success Plans:
Develop and implement tailored customer success plans, aligning with clients' goals and objectives to drive mutual success.
3. Cross-Selling and Upselling:
Identify and capitalize on opportunities for cross-selling and upselling additional products/services to enhance customer value and contribute to revenue growth.
4. Goal Review:
Collaborate closely with clients to review and align on goals, conducting regular goal review sessions and making adjustments as needed.
5. Customer Check-Ins:
Conduct regular check-ins with customers to gather feedback, assess satisfaction levels, and provide proactive support.
6. Renewal Preparation:
Proactively prepare for customer renewals by understanding their needs, addressing concerns, and ensuring a smooth renewal process.
7. Customer Education:
Develop and implement educational programs and resources to empower customers, enabling them to maximize the benefits of our products/services.
8. Review Customer Metrics:
Analyze customer metrics and key performance indicators (KPIs) to track usage, satisfaction, and overall success.
9. Customer Health Analysis:
Assess the health of customer accounts, identifying potential risks, and collaborating with internal teams to address challenges.
10. Customer Advocacy:
Act as a strong advocate for customers internally, ensuring their voice is heard and their needs are addressed across the organization.

Benefits

- Competitive salary
- Health, dental, and vision insurance
- 401(k) plan
- Professional development opportunities
- Flexible working conditions in a collaborative and innovative environment.

If you are a proactive and customer-focused professional with a passion for driving success, we invite you to apply for this exciting opportunity. Please submit your resume and a cover letter highlighting your relevant experience and achievements. 

We are grateful for all applications, however only successful candidates will be contacted.

The Company
HQ: New York, NY
69 Employees
On-site Workplace
Year Founded: 2010

What We Do

Neota is the leading no-code platform for the intelligent automation of processes, documents, and expertise.

The platform provides professionals with pre-built components to rapidly build intelligent workflow solutions that automate any aspect of their service, without writing a single line of code.

These solutions empower professionals to deliver access to their expertise at scale.

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