Senior Microsoft Dynamics 365 CRM Consultant organizing workshops and collaborating with clients. Providing technical support and driving software development in CRM solutions.
About the role
- Customer Success Manager managing customer accounts and driving retention and growth for SaaS platform. Building relationships and ensuring satisfaction from onboarding through renewals.
Responsibilities
- Build and maintain strong relationships with key stakeholders within client accounts.
- Own the entire post-sale lifecycle for assigned accounts (45-60), including ensuring timely contract renewals.
- Identify and execute on opportunities for upselling and cross-selling across existing client portfolios.
- Use client data and analytics to track account health, uncover opportunities, and tailor strategies that maximize customer success.
- Work cross-functionally with sales, product, and support teams to address customer needs and deliver exceptional service.
Requirements
- Proven Track Record: 4-6 years of experience in customer success, account management, or client-facing sales roles with direct responsibility for renewals, retention, and expansion within a SaaS B2B environment.
- Customer-Centric Mindset: Demonstrated ability to build long-lasting relationships with clients, anticipating needs and providing value-added solutions.
- Revenue Growth Expertise: Success in identifying upsell and cross-sell opportunities, with a clear understanding of how to leverage customer relationships to drive revenue growth and meet KPIs.
- Data-Driven Approach: Strong analytical skills, with the ability to interpret client data and business metrics to identify patterns, diagnose issues, and create action plans for account growth or retention.
- Communication Excellence: Ability to communicate effectively across all levels of an organization, including C-suite executives, both verbally and in writing.
Benefits
- Benefit Stipend
- Health & Wellness Reimbursement Program
- Educational Resources - Career & Personal Development Program
- Various discount programs (i.e. travel, virtual exercises classes, etc.)
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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