Customer Success Consultant

$75,000 - $100,000/Yr

Phocas Software

Full-time - Mid Level

Remote

1,001-5,000 employees

About the position

As a Customer Success Consultant at Phocas, you will play a crucial role in ensuring that customers derive maximum value from their investment in our software. Your primary focus will be on customer retention, advocacy, and identifying opportunities for revenue growth within the existing customer base. This position is designed for individuals who enjoy working closely with customers and are passionate about enhancing their experience with our products.

Responsibilities

• Proactively drive activities that increase brand awareness, product presence, and user adoption through customer account reviews, product demonstrations, training, and events.
• 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 be considered in lieu of a degree.
• Minimum 3 years of prior 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 other BI, CRM, or ERP software.
• Previous experience in the SaaS/IT industry.
• Familiarity with financial planning, accounting, or financial modeling.

Nice-to-haves

• Excellent presentation, training, and communication skills.
• Ability to build rapport with customers and stay updated on product enhancements and features.
• Solid understanding of business needs and a dedication to customer experience.

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