Customer Success Manager
Core
Strategic liaison supporting complex customer engagements from initial scoping through delivery, ensuring successful transitions from sales to project completion and ongoing satisfaction.
Role type
Customer Success Manager (Professional Services)
Builds
Accurate quotes, Statements of Work (SOWs), and project execution for professional services engagements.
Domain
Professional Information Services / Legal & Regulatory Technology
Deliverable
product features
Required skills
Quote-to-order fulfillment, project management, account research, cross-functional collaboration, requirements gathering, SOW drafting, up-selling/cross-selling, data analysis, consulting services
Preferred skills
Lean Six Sigma, Scrum Master, PMP, CPSP, Smartsheet, PowerPoint
Technologies
Salesforce.com, Pricing Central, Verifile, iLien platform, Account Tools, Microsoft Office Suite
Responsibilities
Prepare price quotes and draft Statements of Work; coordinate project communications and issue resolutions; guide customers through initial and repeat projects; assess and address post-project inquiries; facilitate transition from Sales to Professional Services; document processes and identify workflow improvements; manage multiple day-to-day activities to meet deadlines.
Seniority
Mid-Senior, hands-on IC
