
51 - 200 employees
Founded 2014
🛍️ eCommerce
eCommerce • Financial Services • Consulting
Suralink is a client engagement platform designed to enhance the document collection workflow for professionals in various industries, notably audit, tax, and consulting. By streamlining processes such as request list management, secure file sharing, and document signing, Suralink helps firms improve efficiency, reduce time spent on document management, and foster better client relationships. The platform is trusted by over a thousand firms globally, showcasing its effectiveness in facilitating smoother operations in client engagements.
🕒 May 23
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51 - 200 employees
Founded 2014
🛍️ eCommerce
eCommerce • Financial Services • Consulting
Suralink is a client engagement platform designed to enhance the document collection workflow for professionals in various industries, notably audit, tax, and consulting. By streamlining processes such as request list management, secure file sharing, and document signing, Suralink helps firms improve efficiency, reduce time spent on document management, and foster better client relationships. The platform is trusted by over a thousand firms globally, showcasing its effectiveness in facilitating smoother operations in client engagements.
• Manage a portfolio of enterprise-level clients, ensuring high engagement and retention • Develop strategic relationships with executive stakeholders at client organizations • Lead in-depth business reviews to understand business challenges and align Suralink’s solutions with customer objectives • Proactively identify risks and opportunities within customer accounts and develop mitigation strategies • Generate upsell and cross sell opportunities with your assigned accounts • Drive adoption across multiple departments within enterprise clients • Act as a trusted advisor, providing industry insights and recommending tailored solutions • Partner with sales to identify expansion opportunities and execute account growth plans • Understand and advocate for customer needs and challenges with internal teams
• 4–6 years of customer success experience managing mid to large accounts in SaaS or a related industry • Proven track record of managing complex accounts • Exceptional communication, negotiation, and presentation skills • Strong understanding of customer success processes • Ability to work cross-functionally with product, sales, and support teams • Proven ability to effectively manage and resolve client escalations, mitigating risks and ensuring positive outcomes that strengthen relationships and build trust • Experience driving adoption and managing executive relationships • Strong organization, time management, and project management skills • Empathetic, positive attitude with a desire to help our customers realize value from our products • Strong sense of urgency and responsiveness • Self-motivated with a demonstrated ability to take initiative • Adaptability to change • Familiarity with the public accounting industry is preferred
• Remote-friendly policy • Medical/vision/dental insurance • Flexible PTO policy and ten paid holidays • Parental leave • Professional development allowance • Community involvement
Apply Now🕒 May 22
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