Customer Success Manager

Job not on LinkedIn

🕒 April 3

🏛️ District of Columbia, Virginia – Remote

🏛️ District of Columbia – Remote ⚔️ Virginia – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

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IOTAP Inc.

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2004

🤝 B2B

☁️ SaaS

🏢 Enterprise

B2B • SaaS • Enterprise

IOTAP Inc. is a Microsoft Dynamics partner that specializes in providing customer relationship management (CRM), billing automation, and subscription management solutions. The company focuses on leveraging technology to enhance communication and collaboration for businesses by offering services such as business process automation and integrated channels for internal and external customer interactions. Their aim is to help clients increase revenue, enhance customer experiences, and streamline operations efficiently.

📋 Description

• Guide customers to success by developing and executing strategic account plans focused on adoption, retention, and measurable outcomes • Monitor and analyze customer usage data to identify adoption trends, risks, and opportunities • Gather customer feedback to drive product improvements and advocate for user needs internally • Collaborate cross-functionally with onboarding, technical support, and product teams to resolve issues and optimize customer experience • Find paths for success, helping them unlock the full potential of Work 365’s features • Manage and maintain customer product catalogs, including subscriptions, invoicing, and CSP integrations • Ensure contract adherence while supporting clients through renewals, expansions, and changes • Support customer escalations, troubleshooting business and technical challenges efficiently

🎯 Requirements

• 2+ years of experience in customer success, account management, consulting, or a related role (SaaS or software experience preferred) • Strong relationship management skills, with a customer-centric and empathetic approach • Technical proficiency —comfortable explaining complex processes to both technical and non-technical stakeholders • Excellent communication skills (written, verbal, and presentation) • Data-driven mindset, able to use metrics and analysis to make strategic decisions • Project management skills —capable of juggling multiple priorities in a fast-paced environment • Experience with Microsoft Dynamics, Power Apps, or CSP programs • Strong troubleshooting and problem-solving skills, with a proactive approach to issue resolution • Detail-oriented with a sense of urgency, thriving in an environment that requires quick responses

🏖️ Benefits

• Fully remote position • Opportunities for growth and flexibility