Client Success Manager

$90,000 - $100,000/Yr

Passport Labs - Charlotte, NC

posted 2 months ago

Full-time - Mid Level
Charlotte, NC
Personal and Laundry Services

About the position

As a Client Success Manager at Passport, you will be at the center of all things related to our clients. Your primary responsibility will be to maximize client value through systematic adoption, education, and execution, all within a fast-paced, exciting, and constantly changing environment. You will develop a thorough understanding of client objectives and success metrics to drive tailored solutions for expansion. At Passport, we believe in deep-rooted, authentic, value-driven client partnerships founded on shared objectives and joint success. This client-centric approach is not just a policy but a core part of our culture, as we only charge clients when they make money using our software. This means that our success is directly tied to the success of our clients. In this role, you will manage an enterprise client portfolio, driving success across multiple accounts. You will prioritize accounts based on risk and growth opportunities, enabling clients to realize the full potential of our product. Understanding and tailoring interactions to align with business objectives will be crucial, as will extending utilization across the organization to maximize objective alignment. You will analyze expansion opportunities and provide data to demonstrate success, ensuring that clients receive clear direction and next steps to continue increasing value. Additionally, you will manage and execute client renewals and upsells, driving new business growth through greater advocacy and reference-ability. Your role will also involve identifying and pursuing upsell opportunities, demonstrating value through hardened metrics, and maintaining and expanding client relationships. You will extend your reach into new departments and divisions, educating new contacts with value messaging. Providing structure and direction to extend accounts, analyzing success metrics to determine adoption trends, and developing intelligence based on adoption metrics will be key components of your responsibilities. Ultimately, your goal will be to increase client satisfaction and create relationships founded on value, teaching and advocating industry best practices along the way.

Responsibilities

  • Manage an enterprise client portfolio
  • Drive success across a portfolio of multiple accounts
  • Prioritize accounts according to risk and growth opportunity
  • Enable clients to realize the full potential of our product
  • Understand and tailor interactions to business objectives
  • Extend utilization across the organization to maximize objective alignment
  • Maximize client value
  • Analyze expansion and provide data to demonstrate success
  • Provide clear direction and next steps to continue increasing value
  • Manage and execute client renewals and upsells
  • Drive new business growth through greater advocacy and reference-ability
  • Identify and pursue opportunities for upsell
  • Demonstrate value through hardened metrics
  • Maintain and expand client relationships
  • Extend reach into new departments/divisions
  • Educate new contacts with value messaging
  • Provide structure and direction to extend accounts
  • Analyze success metrics to determine adoption trends
  • Analyze activity as it relates to business objectives
  • Develop intelligence based on adoption metrics
  • Increase client satisfaction
  • Create relationships founded on value
  • Teach and advocate industry best practices

Requirements

  • 3+ years experience in customer success, account management or sales
  • Bachelor's degree
  • Experience with account management or sales software
  • Analytical and process-oriented mindset
  • Demonstrated desire for continuous learning and improvement
  • Excellent communication and presentations skills
  • Passion for customer experience and growing revenue
  • Organized and able to juggle multiple tasks
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