Lead Delivery & Customer Success at Optiml, focusing on customer value realization and enterprise software implementations. Build effective teams while managing stakeholders and driving growth strategies.
About the role
- Customer Success Executive responsible for managing client accounts and facilitating renewals at Totara. Collaborating with senior managers to enhance account strategies and develop strong client relationships.
Responsibilities
- Independently manage a portfolio of agreed client accounts
- Build and maintain positive working relationships with client contacts
- Function as a first point of contact for client communications within assigned accounts
- Proactively schedule and conduct client meetings such as renewals and check ins
- Escalate risks, issues, and opportunities to the Senior Client Relationship Manager as appropriate
- Manage contract renewals for assigned accounts, including client engagement and coordination with internal teams
- Support invoicing and renewal processes to ensure timely billing and payment
- Identify up-sell and cross-sell opportunities and feed into sales pipeline
- Maintain basic revenue forecasts for assigned clients
- Maintain accurate records in the CRM system including accounts, contacts, opportunities, and activities
- Ensure contract data is current and auditable
- Contribute to commercial reporting where required
- Assist in preparing proposals, contracts, and client documentation
- Contribute to marketing campaigns, social media activity, and client communications
- Support client-facing events, webinars, and conferences
- Collaborate closely with Senior Client Relationship Managers to develop account strategies
- Participate in coaching and feedback sessions
- Share learning and contribute to team improvements
- Build product and commercial knowledge to increase contribution over time
Requirements
- Experience in customer relationship management, account management or sales
- Experience/knowledge of the Learning Technology industry, learning management systems (LMS), e-learning platforms, or other educational technologies
- Strong communication and negotiation skills
- Ability to analyse client needs and identify business opportunities
- Proactive, organized, and self-motivated approach
- Basic familiarity with CRM tools and contract management
Benefits
- Enhanced Parental Leave
- Private Healthcare
- Life Insurance 4x Salary
- Professional Development Opportunities
- Annual Wellbeing Allowance
- New Joiner home working set-up allowance
- Additional Paid Leave: Birthday off, Working days between Christmas and New Years Eve
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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