CRM Analyst supporting Salesforce ecosystem and driving user adoption for Fresenius Kabi in Canada. Collaborating with business stakeholders to enhance commercial performance and deliver data - driven insights.
About the role
- Customer Success Manager at Fidelity Private Shares managing client relationships and driving platform adoption. Ensuring customers receive value throughout their subscription and consulting with clients on funding and milestones.
Responsibilities
- Develop a deep understanding of the FPS platform so you can guide clients through use of our workflows, reports, and data room
- Build relationships with your customers, primarily working with company executives (CEOs, CFOs, General Counsels) at mid to late-stage companies
- Secure renewals and identify areas for upsell
- Host regular check-in meetings with customers to ensure a positive experience and continued value throughout their subscription
- Consulting with clients as they raise funding and hit other important milestones in their company lifecycle
Requirements
- 3-5 years of experience in a customer success or account management role
- Familiarity working at a B2B SaaS company or similar startup environment
- Excellent communication and relationship management skills
- Customer obsessed and outcome-oriented
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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