Client Relationship Management : Proactively engage business clients to build trust, provide support, and ensure effective use of our products and services.
Customer Onboarding : Lead and improve onboarding processes to ensure a seamless and successful start for new customers.
Retention Renewals : Monitor and manage contract renewal timelines, persuading clients to renew while fostering long-term loyalty.
Upselling Cross-Selling : Identify and recommend additional products and services to meet customer needs and drive incremental revenue.
Education Support : Deliver high-level technical and product support, instructing clients on best practices and product features to enhance their experience.
Usage Monitoring : Track customer usage data to identify improvement opportunities and proactively address potential issues.
Feedback Insights : Gather customer feedback to provide actionable insights for product and process improvements, sharing these with internal teams.
Resource Development : Create and refine customer resources to support a deeper understanding and utilization of our solutions.
Qualifications
5+ years of experience in customer success, account management, or a similar role (experience in prop-tech is highly preferred).
Strong sales skills, with a proven ability to upsell and cross-sell products and services.
Exceptional presentation and interpersonal communication skills.
Knowledge of customer service, retention best practices, and onboarding processes.
Ability to guide and educate clients on complex tools and solutions effectively.
High-energy, proactive mindset with a solution-oriented approach to challenges.