Customer Success Manager

At Board, we power financial and operational planning solutions for the world’s best brands. Thousands of enterprises use our technology to optimize resources, drive growth, and ensure profitability. With advanced analytics and forecasting, plus AI-driven insights, customers transform complex, real-time data into actionable intelligence.
What’s been key to our success? Our people—we value everyone’s unique perspective and energy they bring to the organization. We collaborate openly across teams and borders. We embrace a growth mindset to get results. And we celebrate shared success as goals and milestones are achieved.
 
Ready to join a team where innovation meets collaboration? If you're driven by bold ideas and a customer-centric mentality, your next adventure starts here! Do you enjoy finding solutions aimed at improving customers' life? Are you detail-oriented yet able to communicate at a high level? Do you have the personality, the systematic approach, and the know-how to align internal, external and partner organizations through the customer journey? If so, keep reading. 
Board is looking for a dynamic candidate who has a proven customer success experience in augmenting customer adoption, minimizing churn rates and turning customers into product champions.
As a Board Customer Success Manager you will focus on retaining, building and growing the current customer base. Working closely with the Sales Teams, and acting as a bridge between various teams to make sure that our customers are up for success. You will be instrumental in creating long-lasting partnerships and responsible for driving positive outcomes. As their trusted advisor, you should know how to curate plans for customers that drive successful deployment, user adoption, as well as being able to demonstrate in a tangible way to your customer portfolio ongoing health and ROI value they are achieving by using Board.
This is a unique opportunity to get involved in a highly visible, fast-scaling SaaS cloud company.
 
Duties: 

• Drive and create a value realization working plan for the customers by being outcome focused and understanding how that can be measured and presented to the customer to prove value on an ongoing basis. 

• Sustain business growth and profitability by maximizing value and minimizing risk of churn 

• Coordinate and facilitate internally to ensure customer issues are addressed and resolved. 

• Conduct and plan customer kick-offs and regular business reviews. 

Requirements: 

• 3+ years of expertise in the Customer Success Management, Consulting or Sales. 

• Ability to align the internal resources to meet and exceed the customer requirements and deadlines. 

• Stellar presentation skills, client management and written communication skills. 

• Experience of working with customers in the Retail or Financial Planning and Analysis (FP&A) space. 

• Willingness to travel to the client’s location as and when required. 

• Ability to manage and support your own book of business 

• Professional curiosity and a proactive customer driven mentality 

• Executive presence and communication skills, ability to translate technical information to all involved stakeholders 

• Ability to handle multiple competing priorities and adapt to change 

• Capacity to remain calm under pressure but react with urgency 

Our Commitment to Diversity and Inclusion  
Join a company that believes in the added value of diversity, inclusion, and belonging. We foster a working environment in which all people are respected and valued, for all aspects which make them unique. We hire you for who you are, and we want you to bring your true self to work every day!