We are looking for a Customer Success Executive to help build customer loyalty and foster long-term
customer relationships by ensuring that customers have a positive experience.
Roles and Responsibilities:
Customer Onboarding: Assist new customers in the onboarding process, helping them get started with the software. Provide guidance and support during this crucial phase.
Product Expertise: Develop a deep understanding of our SaaS product(s), staying up-to-date on new features and updates. Use this knowledge to guide customers in leveraging the software to its fullest potential.
Account Management: Own and manage a portfolio of customer accounts. Monitor customer health and usage patterns, identifying opportunities for upsell or cross-sell.
Customer Training: Offer training and resources to customers to ensure they can effectively use the software. This may include one-on-one training sessions or the creation of educational materials.
Customer Support: Address customer inquiries, issues, and requests promptly. Collaborate with the support team to resolve technical problems and ensure a positive customer experience.
Success Planning: Collaborate with customers to develop and implement success plans. Set clear goals and milestones to track progress and ensure the customer is achieving their desired outcomes.
Renewals and Expansion: Proactively engage with customers to secure renewals and identify opportunities for product expansion. Advocate for the customer within the company.
Feedback Collection: Gather customer feedback on their experience with the software. Share this feedback with the product development team to help improve the product.
Reporting: Provide regular reports and updates to management on customer health, usage, and customer satisfaction. Share insights and recommendations for improving the customer success process.
Requirements
Bachelor's degree in a related field (e.g., business, marketing, computer science).
Previous experience in customer success, account management, or a similar role in the SaaS industry.
Excellent communication and interpersonal skills.
Strong problem-solving abilities and a customer-centric mindset.
Ability to manage multiple customer relationships simultaneously.
Proficiency with customer relationship management (CRM) software and data analysis tools.
* A passion for technology and staying up-to-date with industry trends.
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