Entry - level role supporting effective customer success plans and fostering strong customer relationships at Ideagen. Collaborate with cross - functional teams for onboarding and retention activities.
About the role
- Customer Success Executive working with clients to maximize value from Bright's products. Engaging throughout the customer journey to drive retention and growth strategies.
Responsibilities
- Engage with customers across all stages of their journey with Bright
- Assist customers during the pre-sales phase of the sales cycle
- Help customers successfully onboard onto our products
- Guide customers to achieve full product adoption and maximum value
- Drive customer retention, growth, and advocacy
- Identify up-selling and cross-selling opportunities and coordinate with sales colleagues
- Confidently discuss customer needs and potential solutions
Requirements
- Experience working within a Customer Success team in a SaaS Company
- Experience with Accounting/Finance/Payroll software is desirable
- Learning Mindset: Willingness to expand knowledge to include additional flagship products
- Communication: Excellent verbal and written communication skills
- Commercial Acumen: Strong business and commercial understanding
- Presentation Skills: Ability to present effectively to customers
- Independent Thinking: Self-directed problem-solving capabilities
- Accountability: Strong sense of ownership and responsibility for results
- Drive & Passion: Enthusiasm for helping customers achieve their outcomes
- Collaboration: Ability to work effectively with team members and colleagues
- Adaptability: Eagerness to embrace new challenges, systems, and processes
- Continuous Improvement: Commitment to ongoing development and improvement
- Customer Focus: Dedication to delivering high-value, multi-disciplined customer services
Benefits
- Opportunity to work with cutting-edge AI technology that is transforming the payroll and accounting space
- Collaborative, innovative team environment
- Professional development and growth opportunities
- Competitive compensation and benefits package
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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