Summary

To hire a skilled Customer Success Manager (CSM) who will be responsible for driving customer satisfaction, retention, and expansion. The CSM will play a critical role in ensuring successful client relationships and maximizing the value of our SaaS or Media offerings.

Key Responsibilities:

• Client Relationship Management:
  • Build and maintain strong relationships with clients.
  • Proactively address client needs and concerns.
  • Identify and pursue upsell and cross-sell opportunities.
• Project Management:
  • Manage and execute client projects efficiently and effectively.
  • Ensure timely delivery of projects and milestones.
  • Monitor project progress and adjust plans as needed.
• CRM Utilization:
  • Leverage Salesforce or similar CRM tools to track customer interactions, opportunities, and performance metrics.
  • Maintain accurate and up-to-date records.
• Data Analysis and Reporting:
  • Utilize advanced Excel and PowerPoint skills to analyze data and create insightful reports.
  • Monitor team performance and identify areas for improvement.
• Product Expertise:
  • Develop a deep understanding of our SaaS or Media offerings, including Pipeline360/Integrate or similar B2B media solutions.
  • Stay up-to-date on industry trends and best practices.

Required Skills and Experience:

• 2-3 years of experience in Customer Success, Professional Services, or a similar client-facing role, preferably with a SaaS or Media vendor.
• 1 years of experience with Salesforce or other CRM platforms.
• Advanced proficiency in Excel and PowerPoint.
• Strong knowledge of Pipeline360/Integrate or similar B2B media offerings.
• Excellent communication and interpersonal skills.
• Strong project management and organizational skills.
• Ability to travel as needed.
• A strong work ethic and a positive attitude.