Customer Success Manager / Implementation

Dazos - Boca Raton, FL

Full-time - Mid Level

Boca Raton, FL

About the position

The Customer Success Manager at Dazos plays a crucial role in ensuring that new customers successfully implement and derive value from the company's software solutions tailored for the Mental and Behavioral Health sector. This position involves direct interaction with clients to facilitate product adoption, manage implementations, and provide ongoing support, all while contributing to a positive and diverse work environment.

Responsibilities

• Interface directly with Dazos customers to drive enablement, product value, and adoption of the Dazos suite including our CRM, Business Intelligence, and Marketing Reports solutions.
• Take ownership of a handful of implementations of the Dazos suite and project manage concurrent implementations alongside an active book of business.
• Understand complex business requirements to create tailored solutions, primarily in the CRM, by leveraging workflows, customizing reports, and utilizing industry best practices to curate the system and optimize their team processes.
• Prioritize time thoughtfully and set proper customer expectations.
• Understand and execute for complex customer requests and integration configurations.
• Communicate closely and professionally with multiple customer stakeholders to ensure they're up to date on latest actions, next steps, and overall progress toward implementation completion.
• Participate in cross functional knowledge transfer sessions, product training and other strategic initiatives as needed.
• Contribute to the development of best practices, project standards and methodologies to improve efficiency and effectiveness of implementations and team processes, policies, & procedures.
• Identify opportunities for knowledge management, documentation and service automation, and participate in creating those tools.

Requirements

• 5+ years of experience in customer success, technical implementations, onboarding, training, or sales engineering in B2B SaaS.
• Direct experience administering, implementing or working closely with CRMs, specifically with reporting, integrations, and automations.
• Exceptional oral and written communication, presentation skills, and the ability to simplify complex concepts for any audience.
• Track record of success with managing multiple active implementation projects, each with multiple stakeholders.
• Strong critical thinking skills, a growth mindset, and desire to continuously improve.
• A passion for contributing in a meaningful industry and being able to convey that excitement to create momentum and deliver an exceptional customer experience.

Nice-to-haves

• Call center experience within the behavioral health space is a plus.

Benefits

• Opportunity to join a mission-driven company that serves the mental and behavioral health space.
• Industry competitive salary with possible hybrid work schedule.
• Ongoing mentoring and support to help you grow and succeed.
• Amazing career path opportunity.
• Employer paid dental, vision, and life insurance.
• Medical insurance with employer contribution.
• Fun company with positive culture and amazing team.