Customer Success Manager

The Position

Cleo is looking for a Customer Success Associate that will work directly with existing customers and the CSM team to ensure a smooth onboarding, implementation, and renewal process. This intelligent, empathic, and high energy individual will hold responsibility within the CSM team who serve as the primary customer facing resource for all new and existing customers. Superb ability to interface with Customers, Sales, Services, Support, and Products Team is required.

What You Will Be Doing

Uphold Cleo’s Customer Success strategy and processes

Adopt existing, and develop new, methodologies and best practices

Own day-to-day interactions between Cleo and a subset of customers through 1:1 and 1:many tech touch communications

Manage and facilitate cross-sell/upsell opportunities sourced within the broader Customer Experience organization.

Analyze and report on customer usage data, adoption, and project status

Oversee customer lifecycle processes/touch points and take clients on an optimal customer journey

Drive the customer escalation process

Develop ways for Customer Success to deeply understand our customers’ objectives

Escalate issues appropriately to Services, Support, Product, etc.

Keep accurate records, including documented customer service actions and discussions.

Ensure that 100% of interactions are accurately recorded and follow ups scheduled

3-4 years working at an Enterprise Software and/or SaaS Company in a Customer Success, technical account management or a related field

Strong written and verbal communications ability

Proven ability to work in an environment with limited processes

Experience with Open-Source solutions

Experience working in a company selling applications, middleware, database, data warehouse, data integration technology or big/fast data technologies

Experience with annual subscription offerings

Cleo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.