Customer Success Manager

Job Summary

Managing the needs of Small Business clients, the full-time Customer Success Manager will resolve inbound questions, maintain monthly renewal processing, and drive customer success while working remotely.

Key responsibilities

• Deliver high responsiveness to assigned Mid-Market tier accounts and manage a territory of approximately 120 accounts
• Drive client adoption of Smarsh products through training and collaboration, while identifying at-risk clients and developing remediation paths
• Track customer interactions in SalesForce.com, prepare Business Reviews, and manage client contracts, invoices, and renewal processes

Required qualifications

• 3+ years of experience in customer service, customer success, or inside sales, preferably in the financial or regulated industry
• BA/BS degree or 4+ years of relevant experience in customer success in lieu of a degree
• Completion of Customer Success outside learning
• Intermediate knowledge of the Smarsh or heritage Actiance Product Suite
• Proficiency in MS Office Suite, particularly PowerPoint