לוח משרות דרושים Customer Success Manager

We are looking for an action-oriented and self-motivated individual to join our growing managed services team. The mission of the Customer Success Manager is to ensure that our customers realize the total value of the offerings and services they have purchased from us, ultimately maximizing renewals and upsell opportunities.

This is a post-sales, customer-centric role in a fast-paced environment that demands interaction with customers at senior levels and internal/external technical subject matter experts. Successful candidates will have outstanding communication skills, a proven track record of successfully interacting with customers regarding business and technical interests, and a solid technical background, especially AWS and Salesforce. The Customer Success Manager will have extensive experience managing key accounts and issues to completion with little or no direction and a passion for ensuring a world-class customer experience.

Summary of Key Responsibilities:
Become the trusted advisor and partner for our key accounts in IL.
Manage the post-sales customer journey for your book of business from Onboarding through Renewal and Advocacy, utilizing a growth mindset throughout to uncover upsell and cross-sell opportunities.
Partner closely with the customer executives and key stakeholders to ensure metrics for success are agreed upon and a mutual success plan of action is in place.
Meet regularly with customers to ensure the maximum value of the contract is being attained and continually verify and document customers' objectives, requirements, and value that they receive from our service.
Create key customer deliverables (presentation, recommendations, and risk mitigation plans).
Develop an understanding of each customers business and managed services needs, providing proactive recommendations that support the customers roadmap and vision.
Generate reports on our managed services offerings, providing insight and recommended next steps to maximize the customers ROI.
Strategically manage your portfolio via robust account plans - prioritizing your business book by renewals, expansions, and risk.
Be the voice of the customer inside the organization, driving process improvements and product roadmap decisions based on your frontline visibility of the key accounts.
Identify root causes of customer churn and possible client dissatisfaction and engage appropriate team members from cross-functional teams to help address underlying causes of churn and dissatisfaction.
Demonstrate your understanding of our offering, administrative procedures, and organization to effectively answer customers questions in a timely fashion.
Maintain an understanding of our competitor offerings (i.e., price, offerings, service, or solution) to communicate the advantages effectively.
Meet or exceed monthly and annual revenue objectives.

We are looking for a passionate, customer-focused Customer Success Manager to lead the implementation and ongoing success of our product for our customers. As a CSM, youll be the trusted advisor and main point of contact for finance professionals - from mid-level managers to C-suite executives - helping them unlock the full potential of CONNECT. This is a fantastic opportunity to apply your FP&A knowledge in a tech-forward environment, drive high-impact engagements, and join a growing team with lots of room for professional growth.
What You'll Do
Leverage our product to deliver clients impactful, real-time reporting solutions across Excel, ERP, CRM, and HRIS systems. Seamlessly access and integrate data from multiple sources-directly within Excel.
Provide recommendations for possible process changes to help optimize current procedures and maximize outcomes.
Build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.

Were now looking for a Customer Success Operations professional to drive the operational backbone of our customer journey, ensuring our teams and systems are aligned to deliver exceptional value at scale. As a Customer Success Operations, you will be the key enabler behind our customer-facing teams. Your mission is to optimize internal processes, improve efficiency across the customer lifecycle, and ensure that full functionality and offerings are being consistently leveraged. Youll focus on building scalable workflows, administering tools, and supporting data -driven decisions to enhance customer satisfaction, retention, and growth. Youll be responsible for managing onboarding frameworks, owning CS tools and analytics, leading internal training initiatives, and working closely with cross-functional teams to ensure a consistent and impactful customer experience. This is a hands-on, strategic role that blends systems thinking, process design, and a passion for customer success.

Required Client Solutions & Delivery Manager
What youll do:
Our Client Solutions & Delivery team engages in a wide variety of complex projects for global clients while providing top-notch customer experience to ensure successful delivery and onboarding for each and every client and project.
This team is responsible for ensuring our largest and most strategic global clients who are implementing our enterprise solutions are successfully onboarded to the platform. Preside over the successful delivery of custom client integration projects & new vertical launches which are delivered on time, on scope, and to high client satisfaction.
The individual will collaborate across many teams within the company, ranging from Product, Business Development, R&D, Account Management, Operations, and more, in order to create and deliver custom solutions and to drive product and feature enhancements for our clients globally.
Serve as the primary point of contact for client integrations and projects.
Plan, organize, and manage all phases of a project lifecycle to ensure successful delivery by developing and managing project schedules, success criteria and KPIs, and project milestones.
As part of the project, present proposed solutions and take part in ongoing technical discussions with the customer.
Responsible for driving product onboarding and adoption across our client base.
Become a subject matter expert on the product suite and solutions and know-how to implement them to meet client objectives. Work with Product and R&D teams to capture and articulate customer and prospect special integration needs.
Educate partners and clients in deployment best practices & successful project setup and structure.
Develop trusted relationships to drive implementation with the clients internal teams.
Partner with the Business Development, Customer Success, and Product teams to perform user research and gather requirements in order to design advanced scalable integration capabilities.
Drive our Go To Market processes when launching new products to ensure future scale and development
Develop internal processes for new product integrations and launches that can accommodate novel & scalable solutions across our strategic client base.

We are looking for a highly driven and customer-focused Account Manager to join our Sales team. In this role, you will be responsible for managing relationships with existing customers, driving renewals, and identifying opportunities for expansion and upsell. You will serve as the primary point of contact for key accounts, ensuring they maximize the value of our solutions.

Responsibilities
What Youll Be Doing

Own and manage relationships with existing customers, ensuring high satisfaction and engagement.
Drive contract renewals and proactively manage the subscription lifecycle to maximize retention.
Identify upsell and expansion opportunities, collaborating with internal teams to drive additional value for customers.
Partner with Customer Success and Technical teams to ensure smooth onboarding, adoption, and continued success.
Maintain a deep understanding of the company offerings to effectively communicate value propositions and align solutions to customer needs.

We are looking for a Senior Customer Success Manager.
As a Senior Customer Success Manager, you will be responsible for nurturing and growing relationships with core customers worldwide and working with internal teams to ensure the best possible customer experience.
This position requires flexibility with a mix of business, operational, analytical, and support tasks.
Responsibilities:
Manage relationships with key customers through all lifecycle stages (from initial onboarding to existing partnerships) across the world and in multiple time zones.
Build long-term relationships with customers to ensure retention and develop new business opportunities.
Identify customer pain points and work closely with internal teams (business, ops, product, R&D) to prioritize solutions and improve the overall customer experience.
Monitor customer activity and prepare reports/analytics to take a proactive role in reaching and exceeding business KPIs.
Help define and manage various internal processes required to ensure the best possible experience for our customers.

We are looking for a Partnership Success Manager to join our Operations team.
Key Responsibilities:
Partner Relationship & Account Management
Act as the main point of contact for our partners (In-Country Team - ICTs)
Build strong, long-lasting relationships through regular meetings, reviews, and strategic planning
Drive partner engagement, satisfaction, and performance
Manage escalations with a proactive and solutions-oriented approach
Ensure partner alignment with business goals, SLAs, and performance standards
Project & Operational Excellence
Lead and coordinate strategic client cycles, onboarding, and transition plans
Monitor and support high-risk clients and complex implementations
Optimize communication flows and operational processes between partners and internal teams (Finance, Legal, Service Delivery, Account Management, etc.)
Commercial & Strategic Oversight
Oversee commercial aspects including service scope documentation and pricing alignment
Contribute to strategic growth by identifying opportunities to expand and strengthen the partner network
Data & Knowledge Management
Maintain accurate partner data in Salesforce, generate reports and insights
Develop and maintain a centralized knowledge base to reduce dependency on ICTs and internal teams
Promote knowledge sharing and process consistency across regions and projects
Performance & Process Optimization
Evaluate partner performance regularly and implement continuous improvement plans
Establish and maintain clear operational guidelines and best practices
Actively manage workflows, SLAs, and service delivery standards.

As a CSM Team Lead, you will be instrumental in driving revenue growth by effectively managing the full customer journey for both our core web data APIs and our expanding suite of cyber intelligence products. You will work with our SMB and enterprise customers to understand their unique challenges and demonstrate the strategic value of our solutions in uncovering critical web intelligence and mitigating cyber risks.

What Youll be Doing:
Manage the day-to-day workflow of the Customer Success team.
Handle escalated customer issues and help other team members to provide their customers with value.
Proactively own and manage a portfolio of enterprise/midsize level accounts and become their trusted advisor and influencer.
Develop individual growth plans for each customer to ensure adoption, expansion and loyalty across your portfolio of customers.
Answer customers and prospects regarding product knowledge, best practices and how-to.
Own your accounts, build relationships with the technical and management teams and with C-level executives. Promote our value through understanding customers business needs, engaging sales and product teams internally, and delighting the customer throughout the customer journey.
Manage the implementation of new use cases, best practices, and functionality to expand existing accounts.
Collaborate with Sales to ensure customer contract renewals.

We are seeking an experienced Account Management Director to lead and optimize our Account Management team.
The Account Management Director is a leadership position that involves spearheading the AM teams efforts to maximize customer retention, revenue growth, and overall account health. You will be responsible for developing strategies to ensure customer satisfaction, retention and expansion while fostering a positive corporate culture, and driving continuous improvement in customer engagement.
The ideal candidate will possess a track record of exceeding expansion and retention targets within a fast-paced startup or SaaS company.
As the Account Management Director, you will develop and implement strategies, foster a culture of continuous improvement, and collaborate cross-functionally to enhance customer engagement and satisfaction.
Responsibilities
Leading the Account Management Team Leads with a focus on customer success and growth
Developing and implementing customer retention and expansion strategies
Identifying key customer experience indicators and trends
Driving continuous improvement in customer engagement and lifecycle
Manage, mentor, and inspire your regional Account Management Team Leads to achieve their goals and consistently excel.
Collaborate with internal teams, including Legal, Operations, Product, Payments, and Finance, to provide seamless support for your team.
Exhibit strategic thinking, superior presentation skills, and effective communication.
Work with the team to build and maintain strong client relationships by understanding their unique needs, managing overall partnerships, and addressing escalations with internal teams to ensure SLAs are met.
Drive revenue growth by identifying upselling and cross-selling opportunities within regions Book of Business.
Collaborate with the VP of Customer Success and stakeholders to support RFPs and RFIs, contributing to the development of compelling proposals that showcase the companys value proposition and participating in RFP interviews with the Sales team.
Strive for your team to achieve KPIs as defined by the organization, continuously monitoring progress and taking corrective actions as needed.
Optimize client interactions and sales strategies by utilizing playbooks and processes, providing valuable feedback and suggestions for process improvements based on real-world client experiences.

We are looking for a Customer Success Manager.
Customer Success Manager is responsible for building and maintaining relationships end to end with our customers to enable them realize value from platform.
As a trusted advisor you will leverage your domain expertise and ability to frame problems and find solutions to help customers drive adoption and achieve business outcomes.
You will be working closely with Sales, Sales Engineering, Services, Support, Product Management and Customer Success teams to ensure our customers success - ultimately driving growth and securing the renewal.
What You'll Do:
Work with assigned customers and Sales to build Customer Success Plans, establishing critical goals, or other key performance indicators to enable customers to achieve their goals. Measure, monitor and report internally and externally to Customer Sponsors.
Establish regular touchpoints to review progress against technical and strategic objectives including roadmap discussions.
Work closely with Sales to provide insights to customers about applicability of new features in and identify additional business use-cases.
Develop, nurture and maintain trusted advisor relationships with stakeholders at all levels and drive value and adoption.
Translate customer product usage data into actionable advice for customers.
Provide Executive Business Reviews in a regular cadence with Business & Technical Stakeholders in collaboration with the Account Team including Sales, Business Leads, and Product partners
Provide customers contract utilization pacing in regular account Health Checks towards renewal.
Provide customer upsell and expansion recommendations for platform products, partnerships, services, and cloud network partners across the full lifecycle in regular account check-ins.
Assist and provide expert deployment and operational best practices in all customer communication channels including in-person, email, web calls, slack, and mobile options.
Work cross-departmentally to find business outcomes oriented solutions to complex scenarios and integration issues.
Strong knowledge of Customer Success best practices with experience defining processes to promote adoption.
Understand customer health scoring and predictive risk management to prevent and resolve renewal risk while managing customer escalations.
Continuously drive communication and customer advocacy to ensure an orchestrated customer experience.
Work transparently to surface customer problems and allow others to participate in solving them.

DealHub is a leading provider of sales engagement and revenue optimization solutions, empowering businesses to streamline their sales processes and drive growth. As a company that advocates a customer-first approach, we're known for our professional Success team and are hiring an Enterprise Customer Success Manager who will ensure that DealHub’s full functionality and offerings are being leveraged, maximizing the value of each customer’s subscription. As an Enterprise Customer Success Manager, you will serve as the trusted point of contact for our customers and lead our customers step by step during the onboarding and ongoing process. Your main goal is to build strong relationships with customers, while making sure they are satisfied with the product, maintaining high retention, and maximizing expansion opportunities. You will be responsible for leading and doing the implementation process, at a hands-on level, leading training sessions, and making sure the customer is satisfied with the solution and process. Your day-to-day will include:
* Managing portfolio of Enterprise customers in different stages of their journey.
* Leading customer meetings on a daily basis, training sessions, QBRs, follow-ups, and more.
* Understanding customers' business objectives and proactively identifying opportunities to drive value and ROI.
* Serving as a trusted advisor to customers, offering guidance and best practices to optimize their usage and adoption of the platform.
* Collaborating with cross-functional teams, including Sales, Product, and Support, to advocate for customer needs and ensure a seamless customer experience.
* Conduct regular business reviews with customers and proactively identify and address any issues or concerns to ensure customer satisfaction and retention.
* Identifying upsell and expansion opportunities within existing accounts, working closely with the Sales team.

Required Customer Success Manager
Description
Were a fast-growing FinTech and PropTech company on a mission to revolutionize how real estate investment firms and their investors manage capital, streamline operations, and communicate. Our Investment Management platform helps firms raise and retain more capital, improve investor satisfaction, and simplify complex processes. We do this by automating back-office operations, enabling seamless investor communication, and equipping teams with advanced tools to elevate their real estate marketing efforts.
As a Customer Success Manager, you will be the trusted partner for our clients, guiding them throughout their journey and ensuring they get maximum value from our platform. Youll work closely with cross-functional teams to support adoption, drive retention, and build long-term relationships that lead to mutual success.
Your key responsibilities will include:
Be the main point of contact for your clients, always there to help and train them on new features
Own and manage new client onboarding - understanding their business goals and teaching them how to use and get value from our platform
Build, execute, and manage ongoing success and engagement plans tailored to each client
Represent the voice of the customer and advocate for client needs internally, influencing the product roadmap
Lead internal cross-functional improvement projects to enhance the client experience, boost product adoption and client retention
Create new revenue opportunities for the company by upselling additional products to existing clients.

This isnt your typical CSM role and were not looking for a typical CSM.

Were searching for a strategic and creative Scale Customer Success Manager to own and build our entire SMB Success motion from the ground up. You will be the architect of how we engage, retain, and grow our thousands of SMB clients through smart automation, one-to-many education, and a deep understanding of customer behavior.

This role is foundational: your work will set the tone, structure, and impact of how we deliver value at scale. Youll define the playbooks, design the programs, and be a central voice in shaping how our customers succeed and how our company scales.

What Youll Own and Drive:

Build the SMB Success Engine: Own the post-sale journey for our SMB segment from onboarding to expansion using automation, lifecycle strategy, and high-leverage communication.
Design Scalable Engagement: Develop and execute one-to-many initiatives like email sequences, product tutorials, webinars, and self-serve training driving deep adoption and long-term retention.
Conduct multiple daily meetings with SMB clients and manage one-to-many customer success initiatives, including email sequences, webinars, video training, and automated outreach to maximize impact across our client base.
Educate, Empower, Enable: Make every customer feel like a power user. Turn complex features into simple workflows through smart guidance, intuitive resources, and proactive outreach.
Act on Data: Use customer data and behavioral insights to identify risks, opportunities, and churn signals and proactively intervene at scale.
Be the Voice of the Customer: Champion customer feedback (VOC) across the company, informing product direction, roadmap priorities, and feature design.
Cross-Functional Partner: Collaborate with Product, Marketing, Sales, and Support to continuously optimize the end-to-end customer experience and amplify customer value.
Drive Impact at Scale: Every initiative you build has the potential to reach thousands of customers. Youll play a critical role in making the gold standard in SMB success.

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Customer Success coordinator
Key Responsibilities:
Manage the full order cycle: receiving, entering, and confirming customer orders
Monitor and track deliveries in coordination with the production and logistics teams
Maintain ongoing communication with customers regarding delivery schedules and updates
Handle customer scorecards, provide feedback internally, and ensure continuous improvement
Define and update supply priorities in collaboration with the production and planning teams
Identify and resolve potential issues proactively to meet customer expectations.