Transflo is an equal opportunity employer committed to diversity and inclusion. The Customer Success Manager (CSM) is responsible for customer retention and loyalty, upselling Transflo's products and services, and ensuring customer satisfaction through effective implementation and training.
Responsibilities:
- Creating and optimizing the customer experience while aligning with the sales team to ensure that agreed upon services are implemented
- Collect feedback from customers on areas of difficulty and strives to course correct implementation of the Transflo solutions on the spot, including solutions that veer from standard processes
- Work with all territory and internal team members/departments to maintain a retention metric
- Be accountable for maintaining acceptable churn in the territory
- Upsell of additional products and services both directly and via the territory sales team. The goal is to cause a customer efficiency reliance on Transflo’s streamline management that drives incremental revenue
- Become fluent is all Transflo products and services with the ability to provide customer support and/or training as requested
- Ability to analyze customer business needs and objectives and align with the Transflo offerings
- Maintain routine check-ins and business reviews with customers
- Working closely with cross-functional teams such as Engineering, Product, Sales, and Marketing. Convey the voice of the customer internally to inform other functions on how best we can support and add value to our customers
- Clear communicator with professional presence
- Other duties as assigned by VP of Customer Experience
- Adhere to all department and company processes, policies and procedures
- Adopt and support company mission, vision, values and strategy
Requirements:
- 5+ years of experience in a customer success role
- Experience obtaining a deep understanding of customer business challenges - identify and propose solutions which will address their needs
- Ability to interact with internal/external teams at various levels
- Experience in client-facing roles
- Proven record of putting the customer first, establishing trust, and delivering on promises
- A demonstrated track record of maintaining customer retention rates, high levels of customer satisfaction, and for creating customer experiences
- Work with clients through every stage of their journey (onboarding, adoption, maturity), with the goal of growing their lifetime value and product adoption
- Ability to think quickly on your feet and answer unexpected questions with ease
- Strong listening skills; open to input from other team members and departments
- Experience in Salesforce and Customer Relationship Management (CRM)