דרושים » שירות לקוחות » Customer Success Knowledge Manager

We are looking for a CSM with a proven track record to join our Customer Success team. This role reports to the Director of Customer Success and is a strategic member of our team. In this role, you will be working with Fortune 500 companies to manage the customer relationship throughout the customer lifecycle while actively driving value for customers. Your main goal is to understand customers pain points and help them achieve the business outcomes based on your experience and capabilities. To be successful in this role, you must have experience in software development and/or application security. You must be able to articulate technology in both technical and non-technical terms; that is, you should be able to have strategic conversations with C-level executives as well as perform technical deep dives with operational engineers.



Key Responsibilities



Serve as the primary point of contact for our customers, building strong relationships and ensuring their success with our product(s)
Manage multiple accounts, from mid-sized enterprises through Fortune 500 companies, across different industries
Understanding the customers pain points, compelling events, business goals and objectives, success measures, and desired outcomes, drive the customer to success
Onboard new customers; increase product adoption and usage across your full customer base; ensure timely renewals while minimizing churn; and uncover additional opportunities for solving customer problems which lead to expansion
Align with technical stakeholders and executive decision-makers within our customers organizations, and conduct activities like regular project calls, periodic business reviews (QBRs, EBRs, etc.) to continuously drive new value and demonstrate the existing value to drive that relationship through
Act as a client advocate within the company by collaborating with internal teams, such as product development and customer support, providing feedback to help improve our product and services, and ensuring clients' needs are met
Ensure clients are trained on the platform, educating them on how to best administer and optimize their usage of our platform to drive ROI and real business impact and receive ongoing support
Proactively promote and educate customers on new features and capabilities added to the platform
Capture and document the specific use cases, configurations, and other factors related to the customers instance of throughout the customer lifecycle
Create advocacy and evangelism opportunities for customers

We are seeking an accomplished and strategic Senior Director of EMEA Customer Success to lead and expand our Customer Success organization across the EMEA region.
As a Senior Director of EMEA Customer Success, you will...
Lead, staff, and strategically grow the EMEA Customer Success organization, encompassing multiple teams and locations across EMEA
Provide executive leadership and strategic direction to Customer Success Managers and Technical Success Managers, fostering a high-performance culture and ensuring operational excellence across all EMEA teams
Provide leadership through coaching, feedback, development goals, and performance management
Mentor managers and team members with regards to the customer journey and driving customer happiness and help the team adopt and establish value in the products and platform
Work with the internal teams like Account teams, Product, Solution Engineering, Training, and external customer stakeholders to formulate/maintain a Success Plan outlining how we address our immediate and future needs (with success metrics)
Refine and implement the methods, procedures, tools, and policies to ensure high-quality service is delivered to customers
Well-versed in using case management systems and CRMs (e.g., SFDC / JIRA) and strong analytical and organizational skills, with the ability to understand and review the financial return or ROI on the customers investment
Maintain a deep understanding of our product and roadmap, so you can guide customers to success so you can help drive up their Adoption Score, and ensure a high level of technical knowledge is maintained within the Customer Success Team
Establish and manage communication channels within and among departments. Act as the liaison to provide customer feedback to the Senior Management Team
Work with your team to schedule, prepare, and deliver Business Reviews for customers, with the top priority of proving ROI that leads to renewals, expansion, and adoption
Own and drive customer adoption and usage for the customers and help your team Increase customer adoption of key platform features and best practices to maximize ROI, ensuring the basis for retention, satisfaction, and growth
Understand the customers industry trends, business challenges with the platform, and current and potential use cases for our customers and develop and nurture our champions within your customers organization who advocate for the platform based on their positive experience
Engage customers senior decision makers to understand their evolving strategy and shaping Success Planning informed by these goals, and serve as the voice of the customer and provide internal feedback on how we can better serve them to maximize customer value and retention
Partner with the Account Team (Account Executives, Sales Engineers, Support Engineers, etc.) to ensure that customers renew and expand usage and monitor customer user trends and health to recommend to internal teams risk mitigation actions (Product, Support, Services, etc.).

#Hybrid Join Us. Make Your Imprint. Novidea is an insurance technology company solving the toughest challenges faced by insurance brokers, agencies, MGAs and coverholders. Our innovative, data -driven insurance software platform allows users to manage the entire policy lifecycle across all lines of business, using data to inform every business decision, cross-sell and up-sell.
Whats the Job? As a Customer Success Manager in Novidea youll ensure that our customers achieve their desired outcomes with the product by providing onboarding, support, and ongoing guidance, while fostering strong relationships to drive retention, expansion, and satisfaction.
What Youll Do
* Customer Relationship Management: Building and maintaining strong, positive relationships with customers to ensure they are satisfied and engaged with the product.
* Education and Enablement: Providing training, resources, and guidance to help customers fully utilize the product.
* Providing solutions of the product designing and implementing enhancements based on the platform
* Working closely with the product team providing the voice of the customer and communicating to clients product updates and features
* Working with the delivery teams designing needs and deliverables, based on requests for changes of clients
* Proactive Engagement: Regularly checking in with customers to address any issues, gather feedback, and ensure they are getting the most out of the product.
* Monitoring Customer Health: Using tools and metrics to monitor customer usage and satisfaction levels
* Renewal processes: involvement in annual renewals, especially if the customer is considering expanding, downgrading, or leaving the solution.

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.

This role is a critical juncture between our sophisticated software and client happiness. Our customers depend on being able to understand and best use Dynamic Yield products so that its the perfect fit for their needs. This is a role for someone who understands the ins and outs of on-site optimization, digital execution, and has a knack for synthesizing onsite testing data, helping clients achieve their business goals.

Knowledge of digital marketing best practice, and program management skills are critical to the success of Success Managers, as they must also be the connecting puzzle piece for internal teams and client expectations. Creative and critical thinkers, problem solvers, and top-notch communicators are primed for success in this role.

Role:
Help clients operationalize onsite testing and personalization best practice, creating great client personalization experts to exceed their onsite business goals
Evangelize adoption of the DY solution and achieving a high degree of customer satisfaction
Ensure appropriate resources are dedicated both internally and externally to meet/exceed project and customer expectations
Review overall program status with clients on a regular basis, usually in the form of client calls, web presentations or onsite meetings as required
Serve as the primary point of contact for clients and their DY personalization program
Consult with clients on product features, functionality and onboarding best practices
Distill Dynamic Yield driven value from utilizing personalization program, and digital testing data
Analyze data and propose value-driving recommendations

The ideal candidate will have a proven track record in developing and implementing customer success strategies, fostering strong client relationships, and collaborating cross-functionally to ensure customer success aligns with our business objectives.


Key responsibilities for this role include:

- Leading and managing our global customer success organization across all regions.

- Developing and implementing a customer success strategy to maximize retention, satisfaction, and growth.

- Defining key KPIs and metrics to measure customer success performance.

- Building and leading a high-performing customer success team, while providing mentorship and professional development.

- Advocating for customer needs and feedback within the organization.


In addition, the Director of Customer Success will be responsible:

for establishing and maintaining strong relationships with key customers,

acting as a trusted advisor, and developing strategies to enhance customer engagement, adoption, and value realization. They will also drive initiatives to proactively address customer challenges and improve the overall customer experience.

Retention and expansion efforts are crucial for this role, including implementing customer onboarding and engagement strategies to improve retention rates, identifying upselling and cross-selling opportunities in collaboration with sales and product teams, and monitoring customer health metrics to prevent churn and enhance customer lifetime value.

Cross-functional collaboration is essential, as this role will work closely with sales, product, marketing, and support teams to align customer success efforts with business goals. The Director will also provide valuable customer insights to influence product development and enhancements, ensuring seamless communication and handoffs between pre-sales, onboarding, and support teams.

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.

a rapidly growing private global B2B fintech company on a mission to reshape the way businesses transact. Our tech-based solution makes purchasing fast and easy for enterprise buyers. Recognized in the ProcureTech 100 for Procurement Innovation, our SaaS Platform and accompanying services completely transform the buying experience for large companies around the globe. Buyers enjoy the simplicity of for their purchases, vendors get paid faster, and procurement teams love the increased control they gain over purchases Everyone wins!

We serve companies in the Global 2,000 and our existing clients include some of the worlds biggest corporations. Weve raised over $85M from leading investors including Goldman Sachs, JP Morgan, American Express, Altos, Craft, and NFX. Available in almost 50 countries, is expanding our already robust footprint and is looking for ambitious, fun people to join us on our mission to revolutionize the way businesses engage and pay their suppliers.

The Role
The Customer Delivery Manager is responsible for coordinating the launch activities of new clients, as well as with existing clients for new countries, categories or applications. They will work closely with the account leads and R&D to provide overall project management during the launch period, from green light through Go Live. The Customer Delivery Manager will be responsible for working with the client teams on communicating and gathering all materials, aligning decisions on configuration and documentation required to take a client live.
This position will report to the Customer Delivery Team Lead.

Responsibilities
Coordinate the launch of clients, including project management, technical coordination, training & communications plans
Identify, set up, and hold meetings with various internal and external teams to progress the project
Oversee and address any support and/or technical issues associated with clients during this period
Identify product enhancements, improvements, or expansions to meet the needs of Candex customers and create value for the organization and our clients prior to launch
Responsible for assembling documentation for each client relevant to training, systems, information, settings, configurations, contacts, etc.
Responsible for communication around timelines, project management & action items
Understanding of the companys products inside and out is essential
Capable of working hours Monday-Friday 11am-8pm with flexibility (Friday can end early)

XM Cyber is a global leader in hybrid cloud security. XM Cyber brings a new approach that uses the attacker’s perspective to find and remediate critical attack paths across on-premises and multi-cloud networks. The XM Cyber platform enables companies to rapidly prioritize and respond to cyber risks affecting their business-sensitive systems. As XM Cyber continues to grow its global customer base and recurring revenue, we recognize the strategic importance of deepening relationships with existing customers. We’re looking for a passionate and results-driven Director of Customer Advocacy to lead our customer marketing initiatives and turn satisfied customers into loyal advocates. In this role, you will design and execute scalable marketing programs that drive engagement, satisfaction, retention, expansion, and advocacy across our customer base. You will be at the forefront of creating meaningful connections between our brand and our customers, ensuring they feel informed, appreciated, and inspired to grow with us. Responsibilities 1. Advocacy & Community Building
* Build and scale a robust Customer Advocacy Program , including testimonials, reviews, referrals, and case studies.
* Develop and manage user groups, roundtables, community initiatives, and online/offline community initiatives to foster peer networking and brand connection.
* Lead the planning and execution of key 1:N programs such as user events The Exposure Room webinars monthly newsletters , and customer gifts 2. Events & CX Touchpoints
* Oversee the full execution of user and CAB events, including content, logistics, and communications with customers and internal stakeholders (e.g., Sales, CX, and Execs).
* Drive the planning and orchestration of internal CX events to improve alignment and visibility of customer programs/initiatives.
* Ensure strategic customer touchpoints like Executive Business Reviews (EBRs) and Kickoff decks reflect current messaging and positioning. Ensuring the templates are up to date with the latest marketing and product materials 3. Loyalty & Rewards Programs
* Design and manage programs that recognize and reward customer loyalty—delivering perks, recognition, and exclusive experiences. 4. Expansion & Retention Campaigns
* Collaborate with Marketing, Product, Sales, and Customer Success to support upsell and cross-sell activities as required. Design materials that promote new features, services, or solutions to existing customers that CSMs can leverage..
* Launch targeted lifecycle programs that address key stages in the customer journey to improve satisfaction and reduce churn.
* Create and run campaigns tailored to existing customer segments, focused on loyalty, and upsell opportunities. 5. Customer Advocacy Strategy & Execution
* Work with Marketing to build and maintain a content marketing calendar targeting customer personas, including newsletters, webinars, success stories, and product education.
* Develop and execute a customer marketing strategy that maximizes Customer Lifetime Value (CLTV) and supports retention and growth.

We are looking for a dynamic, high-performing team player who thrives in fast-paced environments to join our Customer success team. If you are experienced with online marketing solutions, enjoy communicating, helping others and providing long-term solutions to your customers, then this is the role for you.

The Scaled Customer Success Team is the trusted advisor for building relationships, driving product adoption, and empowering customers to fulfill their marketing goals. By being experts of the platform, we are able to provide a unique level of consultation and inspiration to our customers. We are an energetic, empathetic and passionate team that enjoys teamwork and taking on new challenges in this dynamic environment.

This CSM role focuses on scalability. Scale CSMs engage with customers through both 1:1 interactions for high-touch objectives and 1-to-many (1:N) success programs that drive impact across target customer segments. The team leverages robust customer data to identify opportunities to deliver greater value through broader and more advanced use of our products.

Responsibilities:
Identify, design and achieve the customer's goals in a short-term relationship
Act as a consultant when it comes to analytics, and grow clients usage of the platform.
Work closely with our developers and technical teams to ensure customer satisfaction.
Contribute ideas and practical solutions to ensure customers contentment.
Continuous improve and actively contribute to the processes and procedures of the team.
Represent the voice of the customer and influence product development roadmap.