Customer Success Advisor guiding clients through challenges and needs in the online world. Providing technical and customer support while receiving quality onboarding and training.
About the role
- Entry-level role supporting effective customer success plans and fostering strong customer relationships at Ideagen. Collaborate with cross-functional teams for onboarding and retention activities.
Responsibilities
- Supporting a portfolio of small to mid-sized customer accounts under guidance from senior team members
- Assisting with stakeholder mapping to identify key users, decision-makers, and influencers within customer organisations
- Taking part in regular customer check-ins, health reviews, and success milestone tracking
- Supporting customer onboarding activities, including initial training and product configuration
- Monitoring customer usage and adoption data to help identify risks or opportunities for improvement
- Maintaining accurate and up-to-date customer records, interactions, and renewal information within Salesforce
- Escalating at-risk accounts or complex issues to senior colleagues in a timely and structured way
- Collaborating with Sales, Support, Product, and Finance teams to ensure a consistent customer experience
Requirements
- Experience in a customer-facing role such as customer service, support, or sales
- Comfortable communicating with a wide range of stakeholders
- Enjoy building relationships and helping customers achieve their goals
- Organised and able to manage multiple priorities in a fast-paced environment
- Experience using CRM systems; Salesforce experience considered an advantage
- Confident using Microsoft Office tools, particularly Excel
- Show curiosity, learning agility, and a collaborative mindset when working with colleagues and customers
Benefits
- Benefits at Ideagen
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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