Responsibilities

• Manage a diverse portfolio of customers using a tech-touch first engagement model.
• Drive product adoption and engagement through structured workflows and digital experiences.
• Utilize automation tools and customer signals to identify risks and initiate outreach.
• Guide customers toward success by implementing targeted interventions.
• Collaborate cross-functionally to deliver value-added services and solutions.
• Analyze customer feedback and usage data to enhance the customer experience.
• Develop and maintain strong relationships with customers to ensure retention and satisfaction.
• Conduct regular check-ins and business reviews to assess customer needs and outcomes.

Requirements

• Bachelor’s degree in Business, Marketing, or related field.
• 3+ years of experience in customer success, account management, or related roles.
• Strong understanding of customer engagement strategies and product adoption metrics.
• Excellent communication and interpersonal skills.
• Proficiency in using CRM and customer success tools (experience with Planhat is a plus).
• Ability to analyze data and make data-driven decisions.
• Strong problem-solving skills and a proactive mindset.
• Ability to work independently and as part of a team.

Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive health and wellness benefits.
• Opportunities for professional development and career growth.
• Flexible work environment with remote work options.
• Collaborative and inclusive company culture that values diversity.
• Access to cutting-edge technology and tools to enhance your performance.
• Engagement in meaningful projects that impact the community and clients.