Customer Success Manager

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OneSource Virtual

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B2B • SaaS • Finance

OneSource Virtual is a leading provider of business process as a service (BPaaS) solutions tailored for Workday customers. They specialize in automating administrative tasks related to payroll, benefits administration, and finance & accounting services. With a strong focus on accuracy and proactive support, OneSource Virtual helps organizations maximize their Workday investment, enabling them to reclaim internal resources and streamline processes through expert services and innovative technology.

501 - 1000 employees

Founded 2008

🤝 B2B

☁️ SaaS

💸 Finance

💰 Series B on 2015-06

📋 Description

• Handling overall responsibility for managing the customer relationship. • Establishing a trusted adviser relationship that works to ensure customer’s overall satisfaction with our products and services. • Acting as a liaison between the customer and varying OSV service delivery areas. • The focus is ensuring services adoption and capturing feedback. • Developing success plans for customers that outline their critical success factors, metrics and measures for success, potential issues, and provide recommendations. • Prioritizing and driving resolution on escalated customer challenges. • Promoting opportunities for two-way communication. • Monitoring and facilitating the customer’s adoption of OSV services and solutions, as well as adoption of the workday technology. • Leveraging customer relationships as needed for prospect references. • Keeping customers informed of process and procedural changes. • Demonstrate competency in the Workday product suite - Financials, HCM, and Payroll. • Work with the client project manager and executive team to identify/resolve all issues that could impact satisfaction.

🎯 Requirements

• 2 -5 years in a customer facing services role (consulting or account management) • Proven ability to collaborate and build strong relationships with customers, especially at the executive level. • Proven ability to engage across corporate functions (Services, Professional Services, Product Management). • Excellent verbal and written communication skills, including the ability to chair meetings or host webinars. • Bachelor’s degree required or equivalent experience. • Excellent organization, time management, and communication skills. • Service industry experience a plus. • Up to 30% travel

🏖️ Benefits

• Professional development opportunities • Upward mobility • Values-based culture