Customer Success Manager
1 week ago
What you'll do
- Manage projects by creating implementation work-plans, facilitate status calls that drive completion of project milestones, and provide project progress reporting. Track and report on hours spent on customer projects.
- Uncover, analyze, and comprehend a variety of system requirements requiring review and consideration of multiple business priorities
- Advise customers on solution features, configuration options, and system processes and procedures
- Configure and customize new SchedulePro and ScheduleFlex customer instances, as well as understand and configure interfaces to third-party applications
- Manage changes to requested solutions, including following the documented change request process for scope and billing management
- Onboard clients, including creating training material and conducting effective training calls and/or visits with clients
- Proactively surface project risks and issues for the team to address as well as provide consultative guidance and dynamic solutions for any issues that arise
- Provide proactive outreach at all stages of the customer lifecycle
- Identify, prioritize, and resolve client issues/concerns; coordinate with appropriate internal departments to provide responses and/or solutions
- Develop and maintain strong relationships with colleagues and clients to ensure maximum satisfaction and retention levels
- Participate in customer support standby rotations when the regular support team is unavailable
- Assist, if requested, in the sales process, providing technical sales support
- Become an expert in the features, benefits, and implementation of Shiftboard's SchedulePro and ScheduleFlex solutions
Skills you'll need
- Bachelor's degree in business or technology with one or more years' experience implementing business software in a consultative role within a SaaS environment preferred though greater experience in a related role with increasing responsibility may be considered as an appropriate substitution
- One or more years of experience managing software implementation projects
- Two or more years of software application implementation experience in a consultative role, preferably within a SaaS environment
- Excellent communication and presentation skills
- Must be personable and enjoy working with people in an entirely customer-facing role
- Knowledge of project management/delivery methods and tools
- Organized, detail-oriented, and able to support many clients at once. Ability to deal with ambiguity and structure the unstructured
- Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision
- Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues
- Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation
- Working knowledge of Scrum and other Agile methodologies
- Bonus: previous experience with programming, or ability to write simple database queries and scripts
- Comfortable using and learning software, including MS Office (Excel), multiple internet browsers, ticketing/tracking systems
- Experience in the Workforce Management domain preferred
- Experience with Salesforce (or other CRM) desired
- Ability to travel (job requires up to 30% travel)
- Comfortable working as needed in a remote environment with video-conferencing tools
What you'll get
- Competitive wages
- ESPO (employee stock option program)
- Medical/dental vision coverage
- 401(k)
- Flexible PTO and 10 paid holidays per year
- Career advancement opportunities
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