Customer Success Manager
Decisions is a fast-growing, private-equity-backed technology company that provides an integrated workflow and rules platform for business process automation (BPA). Trusted by top Fortune 500 firms and SMBs worldwide, Decisions empowers diverse industries around the globe to streamline and improve their processes, enhancing efficiency and yielding results, regardless of technical expertise. This no-code automation platform seamlessly integrates AI tools, rules engines, and workflow management, enabling the transformation of customer experiences, modernization of legacy systems, and the achievement of automation goals three times faster than traditional software development.
The Customer Success Manager is responsible for proactively and prescriptively driving customer post sale activities to ensure customers receive maximum value from their purchases. This role acts as an advocate and consultant, leveraging account and industry knowledge to drive growth. The Customer Success Manager orchestrates an organization’s capability to deliver an appropriate and integrated customer experience and executes programs to drive adoption and positive business outcomes, ensuring retention, expansion, and customer loyalty. The Customer Success Manager is responsible for proactively and prescriptively driving customer post sale activities to ensure customers receive maximum value from their purchases. This role acts as an advocate and consultant, leveraging account and industry knowledge to drive growth. The Customer Success Manager orchestrates an organization’s capability to deliver an appropriate and integrated customer experience and executes programs to drive adoption and positive business outcomes, ensuring retention, expansion, and customer loyalty.
Roles/Responsibilities:
Proactively build strategic relationships with decision-makers, influencers, and key stakeholders and identify new opportunities where the solution will add value.
Engage with customer on Quarterly Business Reviews
Drive product adoption and success
Consistently deliver on economic and customer centric performance measures
Understand a customer’s overall use of the organization’s products, services, education, and support services
Capture a customer’s business priorities, overall technology landscape, and organization to drive positive business outcomes through joint customer success plans
Attentively monitor customer health and manage potential risks before they manifest
Act as an internal advocate between customers and business functions (e.g., customer support, professional services, education) to ensure the appropriate resources are engaged to address specific obstacles impeding product/service adoption
Provide proactive onboarding support to ensure a positive customer experience and expedite time to first value with a new product or solution
Identify customer case studies and recruit potential advocates to serve as references, and facilitate introductions to the appropriate program team
Leverage customer health data to identify expansion opportunities, churn risks, and impacts on outcomes achievement and value realization
Drive renewal readiness efforts and align account teams by documenting licensed technology; executive sponsors, champions, and/or retention group members; outcomes achievement; usage status; and adoption
Forecast renewals, identify risk, and maintain a strong customer renewal rate in partnership with the account team
Understand and document the adoption and relevance of all licensed products or services for assigned accounts through customer success platforms and/or sales account management software; ensure internal stakeholders are aware of any limitations to adoption or risks to renewal
Coordinate adoption-enhancing activities to mitigate any identified risk
Build and maintain strong working relationships with colleagues in sales, customer marketing, services, support, operations, product development, and product marketing to cultivate cooperation in customer activities
Success Metrics:
Customer retention rate
Customer churn rate
Predetermined expansion goals
Development of customer advocates and/or references
Multithreaded account profiles
Customer value attainment
Customer health
Education:
Bachelor’s degree or equivalent is required
Master’s degree/MBA or equivalent is a plus
Background/Experience:
Three to five years of experience in customer success, account management, sales, service/support, or a related area in the same industry or a similar/adjacent industry
Experience in managing a book of customer relationships with proven ability to drive alignment within customer environments at executive and functional levels
Management and achievement of retention, growth, and profitability goals
Experience in driving customers toward achievement of desired business outcomes
Experience in building collaborative relationships internally across sales, marketing, product, and support to facilitate a seamless customer experience
Competencies:
Skills:
Ability to communicate effectively at all levels — including senior management and technical personnel
Ability to work within a fast-paced and dynamic environment
Ability to multitask and stay organized
Proven time-management skills
Proven customer-relationship skills
Demonstrated strong communication, collaboration, and presentation skills
Ability to be agile and manage change
Demonstrated proficiency in Microsoft 365, relevant SFA systems, and customer success technologies
Demonstrated consultative skills
Strong analytical skills
Ability to manage and coordinate escalations
Behaviors:
Collaborative
Customer-centric orientation
Cross-functional leader
Strong decision-maker
Desire to design and improve processes
Data and insights driven
Goal oriented
Empathetic
Clear communicator
High level of intellectual curiosity
Comfortable working under tight deadlines
Able to solve problems and meet goals in creative ways — sometimes with limited resources
Able to identify and leverage resources outside the direct reporting structure
Knowledge:
The organization, its product/solution offerings, and its value proposition
Key industries and market segments
Customer lifecycle methodology and key processes
Customer account buying and retention roles and personas
Customer success technologies, platforms, and tools
Customer success metrics