Customer Success Team Lead

1 week ago


Vancouver, Canada Tipalti Full time

In this player/coach role, you will be managing our low touch customer engagement, tech touch strategy, and coaching up to 4 CSM's. In collaboration with your team, you will be responsible for the health, expansion, advocacy, retention, engagement, and adoption of our product with our customers. You will be working closely with your team to proactively reach out to their accounts to set benchmarks and milestones, present business reviews, product solutions, review product usage, product releases, enhancements, discuss feedback, find ways to upsell new products, and make suggestions to improve the overall customer experience. As a leader, you will need to set health, revenue, and career goals for your team, meet weekly to align and prioritize, plan and own employee engagement, and partner with a manager to grow the team. **Responsibilities** - Provide mentorship and lead onboarding new team members. - Coach 2-4 new CSM's - Create and manage an upsell pipeline - Track/assess onboarding, ramping, learning, and enablement (e.g., Mock calls, Live Client Calls - provide coaching and feedback). - Gather feedback on CSM team members' onboarding, learning, and enablement to make improvements. - Participate in the recruitment efforts to help select culture and skill additions to the team to drive a well rounded, efficient, and thriving team. - Lead structured coaching with clear process, metrics and timeline. - Work closely with the Team Leaders in Sales, Sales Expert(s), Solutions Consultants, Implementation, Support, Product and Marketing to proactively collect, receive, share and action on feedback to drive collaboration. - Monthly learning sessions: facilitate knowledge sharing by leading the learning sessions. - Own special projects (e.g., create a shadow program), coordinate with SMEs to develop training plans, streamline processes and lead documentation. - Provide input on their mentee's performance and behaviors to the manager. - Day to day tactical and operational support to the team. - Manage the Mentee escalations. **Requirements**: - 5+ years Customer Success or Account Management experience, ideally in a SaaS or software company. - 1+ years of experience coaching, mentoring, and developing team talents. - Experience managing a 1:many strategy - Strong interpersonal skills and ability to work with and within teams. - Empathetic, positive attitude with a desire to help our customers reach their goals. - Experience with reporting and analyzing data, as well as delivering action plans against these results. - Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization. LI-ESP #Hybrid Companies like Twitch, Twitter, GoDaddy, and Roblox entrust Tipalti to scale their business rapidly and dramatically reduce finance friction. Headquartered in San Mateo, California, we're a well-funded startup with a multi-billion dollar valuation. But beyond the technology and impressive growth, Tipalti is fueled by a commitment to our customers. We work hard for our 98% customer retention rate built on trust and reliability. Tipalti means "We handled it," a mission our customers know we deliver consistently. Around personal growth and wellness, Tipalti offers competitive benefits, a flexible workplace, career coaching, and an environment where you can thrive and be an impact player Our culture ensures everyone checks their egos at the door and stands ready to reach success together. We also dedicate ourselves to diversity and equal opportunity for all.



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