Customer Success Manager, Digital - Florida
Core
Manage a high-volume, tech-touch book of business using a 'one-to-many' approach to drive network engagement and platform adoption for community-based organizations, government agencies, and healthcare organizations.
Role type
Customer Success Manager (Digital)
Builds
Customer engagement workflows, onboarding strategies, and targeted cadences for platform adoption
Domain
Social services / Non-profit technology / Health and social services
Deliverable
product features
Required skills
Customer success management, revenue management, process development, data analysis, Salesforce proficiency, cross-functional collaboration
Preferred skills
Experience managing revenue, experience in process development, ability to learn new technologies
Responsibilities
Manage a high-volume, tech-touch book of business using a 'one-to-many' approach; Deliver best practices for workflows and onboarding strategies; Segment book of business and develop strategic plans; Proactively leverage a matrix account team to develop and manage sales pipeline; Build and own targeted cadences to drive maturity and expansion; Leverage Salesforce to create innovative workflows; Understand the Product to teach customers how to use it; Own a number and understand GRR & CSQL metrics; Collaborate cross-functionally to create a seamless customer experience; Lead discussions around forecasting and pipeline status
Seniority
Mid-level (3+ years professional experience, 2-4 years in customer success)