Monitor and manage a portfolio of 15-20 client accounts to drive adoption, desired outcomes, and ultimately ensure retention and contract renewal
Be an expert in both Litify and Salesforce in order to best advise clients and assist with on-the-spot solutioning
Lead goal setting sessions and assist implementation teams in preparing clients for a successful launch
Partner with clients to provide best practices, lead creative problem solving, and recommend appropriate Litify, Salesforce and AppExchange solutions
Monitor customer health to track adoption and customer satisfaction
Identify at-risk accounts, and in coordination with your manager, develop and deliver on customer remediation plans
Coordinate between clients and Litify internal and partner resources to drive adoption and create opportunities for expansion
Identify opportunities for documenting success stories for our Marketing team
Maintain high levels of customer engagement and satisfaction
Measure success by continued expansion of Litify and Salesforce across your customers’ organization and workflow

Bachelor’s degree
Demonstrable technical aptitude with intermediate Salesforce Admin level tasks (flows, custom reports, complex formulas), Salesforce Admin Certification a Plus
Strong aptitude for AI and new technologies, and the ability to quickly diagnose needs and identify solutions
2 years experience as a Customer Success Manager (ideally with a SaaS product)
7 years experience in direct customer-facing positions
Excellent written, verbal, and oral communication with experience making presentations to key stakeholders.

Enterprise Customer Success Manager – Salesforce Certified

Key skills