Simply | Business - Boston, MA

posted 5 months ago

Full-time - Mid Level
Boston, MA
Professional, Scientific, and Technical Services

About the position

At Simply Business, we are looking for a passionate and driven individual to join our team as a Customer Success Manager. In this role, you will be responsible for ensuring our customers achieve their desired outcomes while using our services. You will act as a trusted advisor, guiding customers through their journey with us and helping them maximize the value they receive from our products. Your primary focus will be on building strong relationships with customers, understanding their needs, and proactively addressing any challenges they may face. You will collaborate closely with various internal teams to ensure a seamless customer experience and drive customer satisfaction. As a Customer Success Manager, you will be expected to develop a deep understanding of our products and services, as well as the industries in which our customers operate. You will conduct regular check-ins with customers, provide training and support, and identify opportunities for upselling and cross-selling additional services. Your ability to communicate effectively and empathize with customers will be key to your success in this role. You will also be responsible for tracking customer engagement metrics and reporting on customer health to the management team. This position requires a proactive approach to customer management, as well as the ability to work independently and as part of a team. You will be expected to manage a portfolio of customers, ensuring that each one receives the attention and support they need to thrive. If you are passionate about customer success and want to make a meaningful impact in a growing company, we would love to hear from you!

Responsibilities

  • Build and maintain strong relationships with customers to ensure their success and satisfaction.
  • Act as a trusted advisor to customers, guiding them through their journey with our products and services.
  • Conduct regular check-ins with customers to assess their needs and address any challenges they may face.
  • Provide training and support to customers to help them maximize the value of our offerings.
  • Identify opportunities for upselling and cross-selling additional services to existing customers.
  • Track customer engagement metrics and report on customer health to the management team.
  • Collaborate with internal teams to ensure a seamless customer experience and resolve any issues that arise.

Requirements

  • Bachelor's degree in Business, Marketing, or a related field.
  • 2+ years of experience in customer success, account management, or a similar role.
  • Strong communication and interpersonal skills, with the ability to build rapport with customers.
  • Proven ability to manage multiple customer accounts and prioritize tasks effectively.
  • Experience with CRM software and customer engagement tools.

Nice-to-haves

  • Experience in the insurance or financial services industry.
  • Familiarity with data analysis and reporting tools.
  • Strong problem-solving skills and a proactive approach to customer management.

Benefits

  • Competitive salary and performance-based bonuses.
  • Comprehensive health, dental, and vision insurance.
  • 401(k) plan with company matching contributions.
  • Generous paid time off and holidays.
  • Opportunities for professional development and career growth.
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