Customer Success Manager
MineralTree
Description
#LI-Remote
Position not referral eligible
Summary of This Role
Plans and oversees enterprise-level support and service activities for company products and services for a designated client or group of clients. Ensures quality service and operational performance within the parameters of program and delivery standards. Develops client relationship and understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs. Acts as single point of client contact to coordinate resolution of service incidents and escalation of technical issues. Collaborates with sales and support groups to demonstrate value of support offering to client and identify opportunities for expanded support business.
What Part Will You Play?
- Supports the client by acting as the voice of the customer, identifying product support and development needs and communicating needs internally. (Client Management)
- Maintains long-term relationships with clients. Ensures understanding of the client business and product installations to identify service needs, plan service delivery, and drive use of proactive service and support mechanisms to reduce client downtime and support costs. Identifies new product services based on strategic direction of the client's business. (Client Management)
- Acts as a single point of client contact to coordinate resolution of service incidents and escalation of technical issues and escalates issues that pose substantial regulatory or financial impacts to leadership. (Client Management)
- Provides quality service and operational performance within the parameters of the client's projects and service delivery standards. (Client Management)
- Supports the Client Business Review and acts as an advocate for the client. Aligns client's needs with internal solutions. Conducts the complete setup and preparation for the client review, including collecting reporting from other areas, generating certain types of reporting, and understanding the output from that reporting. Assists with presenting specified sections of this information to the client with the intent to improve the client's business. For the International Segment, owns the organization and delivery of client business reviews. Aligns client's needs with internal solutions. Manages the complete setup and preparation for the client review, monthly and/or quarterly and annual Executive reviews, including collecting reporting from other areas, generating certain types of reporting, and understanding the output from that reporting. Manages the implementation, execution and follow up of actions associated to monthly/quarterly balanced scorecards and Global Payments Inc. client survey. Assists with presenting specified sections of this information to the client with the intent to improve the client's business. (Client Management)
- Accountable for invoice accuracy, including research and dispute resolution and understands the financial and compliance impacts of client support. Consistently analyzes and monitors the client's processing environment to identify and implement strategies for operational efficiency and cost savings. For the International segment, ensures the accurate and timely forecasting of all revenue and lines, on a monthly and quarterly reporting basis for assigned accounts. Validates monthly billing to the client ensuring accuracy and timely issuance of invoices. Ensures client stays current with no bad debt. Accountable for the negotiation and settlement of any direct loss claims or billing disputes for assigned accounts. (Client Management)
- Supports the renewal of client contracts and addenda to agreed retention, deal parameters, and financial and commercial points for assigned accounts. Receives support from legal and other key stakeholders for areas outside of the Relationship Management’s area of expertise. (Client Growth)
- Manages sales support resources and work with internal stakeholders to create and deliver propositions. (Client Growth)
- Stays abreast of industry trends, regulations and competitive products in order to strategically identify and target sales opportunities. (Client Growth)
- Maintains customer profile of client's architecture and processing environment, product matrix, and custom processes to track client interactions. (Client Management)
What Are We Looking For in This Role?
Minimum Qualifications
- Bachelor's Degree
- Relevant Experience or Degree in: Degree in Finance, Marketing, Business, etc.; Combination of relevant training and/ or experience in lieu of degree
- Typically Minimum 6 Years Relevant Exp
- Experience in client facing roles and/or financial industry.
What Are Our Desired Skills and Capabilities?
- Skills / Knowledge - Having wide-ranging experience, uses professional concepts and company objectives to resolve moderately complex issues in creative and effective ways. Having ownership of a sub-function, account or matrix management responsibilities, applies knowledge to meet goals, maintain relationships, propose opportunities to expand the business, and lead matrix teams. Some barriers to entry exist at this level (e.g., dept./peer review).
- Job Complexity - Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results. Networks with key contacts outside own area of expertise. Builds on/Maintains external relationships of assigned accounts.
- Supervision - Determines methods and procedures on new assignments and may coordinate activities of other personnel (Team Lead).
- Communication Skills - Oral and written. Ability to develop and conduct presentations.
- Collaboration Skills - Collaborate with internal and external audiences to solve problems.
- Customer Service Skills - Aligns client needs with internal solutions.