CRM Specialist developing and executing CRM strategies for personalized customer engagement. Collaborating with cross - functional teams to optimize client experience throughout their journey.
About the role
- Customer Success Executive helping customers maximize value from Bright's accounting and payroll solutions. Engaging clients and driving retention through effective onboarding and support strategies.
Responsibilities
- Engage with customers across all stages of their journey with Bright
- Assist customers during the pre-sales phase of the sales cycle
- Help customers successfully onboard onto our products
- Guide customers to achieve full product adoption and maximum value
- Drive customer retention, growth, and advocacy
- Identify up-selling and cross-selling opportunities and coordinate with sales colleagues
- Confidently discuss customer needs and potential solutions
Requirements
- Experience working within a Customer Success team in a SaaS Company
- Experience with Accounting/Finance/Payroll software is desirable
- Learning Mindset: Willingness to expand knowledge to include additional flagship products
- Communication: Excellent verbal and written communication skills
- Commercial Acumen: Strong business and commercial understanding
- Presentation Skills: Ability to present effectively to customers
- Independent Thinking: Self-directed problem-solving capabilities
- Accountability: Strong sense of ownership and responsibility for results
- Drive & Passion: Enthusiasm for helping customers achieve their outcomes
- Collaboration: Ability to work effectively with team members and colleagues
- Adaptability: Eagerness to embrace new challenges, systems, and processes
- Continuous Improvement: Commitment to ongoing development and improvement
- Customer Focus: Dedication to delivering high-value, multi-disciplined customer services
Benefits
- Opportunity to work with cutting-edge AI technology that is transforming the payroll and accounting space
- Collaborative, innovative team environment
- Professional development and growth opportunities
- Competitive compensation and benefits package
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Customer Success Manager fostering customer relationships and optimizing product usage for Power Factors, a clean energy software provider. Lead onboarding, product adoption, and collaboration with internal teams.
Head of Customer Success leading a team in B2B customer success within cultural heritage SaaS. Focused on strategic customer outcomes and operational excellence, driving retention and satisfaction.
Customer Success Manager managing customer portfolios at preezie. Improving customer experience and retention with a hybrid work model in Australia.
Customer Success Manager II at RapidScale driving customer relationships and managing cloud service performance for technology solutions. Advocating for customer success and addressing their needs proactively.
Senior Customer Success Manager focusing on client migrations and onboarding at S&P Global. Lead customer engagement and relationships across global strategic accounts.
Lead the Delivery & Customer Success team at Optiml, ensuring client value through complex software implementations and efficient operations. Executive collaboration for enterprise clients in real estate and energy.
Customer Success Manager serving as primary contact for eye care practitioners. Overseeing onboarding, training, and technical support while ensuring customer satisfaction with WAVE’s software.
Customer Success Specialist coordinating customer journeys and resolving issues for European clients. Engaging with technical teams to support CSMs in customer success initiatives.
Customer Success Team Lead maximizing customer engagement and operational effectiveness on Clutch's platform. Overseeing customer retention strategies and mentoring team members in a hybrid work environment.