Customer Success Manager

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November 20

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Unit4

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Enterprise • SaaS • Artificial Intelligence

Unit4 is a company that develops and delivers cloud-based enterprise software solutions focused on ERP, HCM, FP&A, Financial Management, and S2C. The solutions are designed to enhance productivity and collaboration within organizations, specifically tailored for people-centered and service-focused institutions like Professional Services, Public Sector, Nonprofit, and Higher Education. Unit4's platform integrates AI to optimize operations across finance, HR, and project management, aiming to improve user experience and organizational agility. Their solutions cater to roles such as CFOs, CHROs, and CIOs, providing them with the tools to drive strategic outcomes, performance, and adaptability within their organizations.

1001 - 5000 employees

Founded 1980

🏢 Enterprise

☁️ SaaS

🤖 Artificial Intelligence

📋 Description

• Own the Customer Journey: Design and execute tailored customer success plans (CSPs) that align with each client’s strategic goals and drive measurable outcomes. • Drive Value Realization: Help customers unlock the full potential of our solutions by promoting feature adoption, usage expansion, and digital maturity. • Be the Voice of the Customer: Gather and analyze feedback to advocate for customer needs internally and influence product and service improvements. • Lead Strategic Conversations: Conduct regular business reviews with C-level executives and key stakeholders to assess progress, identify opportunities, and align on future goals. • Enable Change Management: Guide customers through change initiatives, challenging them to adopt best practices and innovative approaches. • Identify Growth Opportunities: Collaborate with Account Managers to uncover and drive upsell and cross-sell opportunities. • Resolve Issues Proactively: Act as the primary point of contact for escalations, ensuring swift resolution and continuous improvement. • Collaborate Cross-Functionally: Work closely with Sales, Product, Support, and Professional Services to deliver a seamless customer experience.

🎯 Requirements

• Proven experience in a Customer Success, Account Management, or SaaS client-facing role. • Fluent in English and Spanish (verbal and written) - additional languages (e.g., French) are a plus. • Bachelor’s or Master’s degree in Business, Supply Chain, Procurement, Economics, or a related field is preferred. • Possesses knowledge of Procurement/Sourcing (Source-to-Contract (S2C), Procure-to-Pay (P2P), Source-to-Pay (S2P)) or demonstrates a strong interest in learning about these areas. • Strong relationship-building skills with a high emotional IQ and a customer-first mindset. • Ability to lead through influence, build trust, and drive change across diverse stakeholders. • Excellent communication and presentation skills, with the ability to engage senior executives and cross-functional teams. • Analytical mindset with the ability to interpret data, identify trends, and translate insights into actionable strategies. • Proficiency in tools such as Microsoft Office (Excel, PowerPoint) and familiarity with customer engagement platforms. • Self-driven, adaptable, and comfortable working both independently and collaboratively in a fast-paced environment.

🏖️ Benefits

• A culture built on trust - giving you the freedom and autonomy to be successful; • Balance - with our uncapped time off policy, remote working opportunities, and Global Wellbeing Days when the whole company can switch off and prioritize well-being; • Talented colleagues, role models and mentors - work, learn and be inspired by some of the best talent in the software industry; • A commitment to sustainability - with initiatives such as our Act4Good program, a way for everyone at Unit4 to come together and engage in actions that benefit society and the planet; • A safe and inclusive working environment – supported by our Employee Resource Groups, which are open to all and include Women at Unit4, Pride at Unit4, Mental Health and Access at Unit4, and People of Color at Unit4.