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Customer Success Consultant
$75,000 - $100,000/Yr
Phocas Software - Costa Mesa, CA
posted 2 months ago
Full-time - Mid Level
Remote - Costa Mesa, CA
1,001-5,000 employees
About the position
As a Customer Success Consultant at Phocas Software, your primary role is to ensure that customers derive ongoing value from their investment in the software. You will focus on customer retention, transforming clients into advocates, and identifying opportunities for revenue growth within the existing customer base. The position is dynamic and engaging, emphasizing the importance of customer relationships and satisfaction.
Responsibilities
- Proactively drive activities that increase brand awareness, product presence, and user adoption through account reviews, product demonstrations, and customer training.
- Provide exceptional service and support to ensure customers gain value from their investment through coaching, advice, and training.
- Guide clients through onboarding, issue resolution, and adoption phases using strong communication and training skills.
- Identify new business opportunities within accounts for revenue growth.
- Collaborate with global colleagues to improve products, internal processes, and documentation related to customer success.
Requirements
- Bachelor's degree in Business, Information Technology, or a related field; relevant equivalent experience may substitute for a degree.
- Minimum of 3 years' experience in Customer Success or Account Management roles.
- Proven track record of meeting or exceeding retention goals and customer satisfaction metrics.
- Experience with Phocas or related products such as BI, CRM, or ERP software.
- Familiarity with financial planning, accounting, or financial modeling.
Nice-to-haves
- Experience within the SaaS/IT industry.
- Excellent presentation and training skills.
- Strong ability to build rapport with customers and stay updated on product enhancements.
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short Term & Long Term Disability
- Training & Development
- Work From Home
- Wellness Resources
