Customer Success Manager – Pipeline

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $65k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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CDW

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1984

💼 Consulting

🏥 Healthcare

📚 Education

💰 Post-IPO Equity on 2015-07

Consulting • Healthcare • Education

CDW is a leading provider of technology solutions, offering a comprehensive range of products and services to address the needs of enterprises, government, healthcare, and education sectors. They specialize in providing IT infrastructure services, managed services, and security solutions. CDW partners with top technology brands to deliver customized solutions that enhance business productivity and performance across various industries. With a strong focus on digital transformation, security, and cloud solutions, CDW supports businesses in navigating the complexities of modern IT environments. Their expertise spans several domains, including digital workspaces, cybersecurity, and enterprise solutions, making CDW a key partner in driving technological advancements.

📋 Description

• Manage a portfolio of customer accounts across the full customer lifecycle • Serve as the primary point of contact for assigned customer accounts • Build and maintain working relationships with customer stakeholders • Coordinate with internal teams to address customer needs, questions, and issues • Support onboarding of new customers • Guide customers through product and service adoption • Monitor customer health indicators and usage trends • Identify, escalate, and address risks to support retention and reduce churn • Conduct regular account meetings covering performance, open items, and improvement areas • Compile and share data from internal systems, escalated tickets, and service-related issues • Prepare recurring reports on account status and customer health • Partner with sales to support contract renewals • Identify opportunities for additional products or services • Gather and document customer feedback • Share trends and insights to support service and product improvements • Maintain working knowledge of company products, systems, and processes • Use Salesforce, Power BI, Excel, Repair Engine, Trainual, and other systems for account management and reporting

🎯 Requirements

• Minimum 3 years of experience in customer service, customer success, or customer-facing project management • Technology-related experience preferred • Experience supporting customer retention, renewals, or account management activities • Proficiency with standard office productivity tools • Strong organizational and time management skills • Ability to manage multiple customer accounts and priorities concurrently • Willingness to travel up to 20% during peak periods • Working knowledge of company products, systems, and processes • Experience or proficiency with Salesforce, Power BI, Excel, Repair Engine, Trainual, and other systems as required • Curiosity, learner’s mindset, willingness to engage with evolving technology, and readiness to explore and adapt to AI tools

🏖️ Benefits

• Benefits overview provided at https://cdw.benefit-info.com/ • Salary may be subject to geographic differentials • AI learning and experimentation culture • Supportive, collaborative work environment • Growth and professional development support • Equal opportunity employment