Client Success Manager

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Transact Campus

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Through transformative payments and credential-driven transactions and privileges, Transact partners with institutions to help them make their campus experience mobile-centric, personal and individualized, and completely connected.

📋 Description

• Manage a portfolio of middle market healthcare food service accounts • Build trusted relationships with key stakeholders and provide consultative guidance on best practices • Coordinate seamless handoffs with Sales and Implementation teams during customer onboarding • Confirm business goals and expected outcomes • Define strategies, key metrics, and milestones through Client Success Plans • Identify key buyers, influencers, and decision-makers within client organizations • Address post-implementation changes through client consultation and discovery calls • Develop adoption rollout strategies and guide clients through customer engagement • Lead change management initiatives to educate and coach clients on new workflows and initiatives • Proactively identify and address challenges preventing clients from achieving their goals • Identify process improvement opportunities through client chairside and optimization sessions • Create and deliver Business Reviews to communicate quantitative solution value and discuss progress and challenges with stakeholders • Educate clients using market, business, and product lenses • Advise and educate clients through best practices and performance benchmarking • Re-engage customers through training, chairside, and strategy sessions • Partner with Technical Support on outstanding client issues • Represent the Voice of the Customer to internal product development teams • Communicate system upgrades and new features relevant to client objectives • Provide accurate and confident CBORD knowledge internally and externally • Become an expert in recruitment technology and workflow to deliver consultative customer solutions • Travel 15%-20% for key accounts

🎯 Requirements

• Bachelor’s degree from a 4-year accredited college or university • 4-6 years in Account Management and/or 5-8 years in Relationship Management, Customer Success, or Strategist role • Preferably experience at a software, hardware, or technology provider • Skilled at building lasting customer relationships and providing superior value and follow-up • Excellent presentation, written, and oral communication skills • Adaptability to frequent change • Strong technical aptitude • Ability to learn quickly, multitask, and handle complex matters without supervision • Experience in hospital operations solutions is a huge plus • Intermediate/advanced knowledge of Word, Excel, PowerPoint, and Outlook • Working knowledge of Salesforce.com or a similar CRM system • Ability to handle PHI and/or SPI in compliance with applicable laws and internal policies

🏖️ Benefits

• Employer paid Life Insurance / AD&D • Short-Term Voluntary Long-Term Disability Insurance / Term Life Insurance / AD&D • Access to FSA Plans • Commuter Benefit Plans • 401(k) Savings Plan with a company match of $0.50 for each $1 contributed on the first 8% of pay • Immediate 100% vesting of employee and company 401(k) contributions • Access to the Roper Employee Stock Purchase Plan • Paid Parental Leave Program