Manage a portfolio of 200+ accounts across multiple verticals, ensuring a structured and repeatable customer journey.
Execute one-to-many customer engagement strategies, leveraging digital QBRs, thought-leadership webinars, in-app communications, and automated email campaigns to enhance product adoption.
Help develop and implement a customer journey framework for scaled accounts, ensuring a consistent experience from onboarding through renewal.
Proactively monitor customer health and product usage to identify trends, risks, and expansion opportunities.
Leverage data-driven insights to ensure customers achieve measurable ROI and business outcomes with SOCi solutions.
Provide strategic guidance through automated and semi-personalized outreach, helping customers adopt key features and best practices.
Identify and mitigate churn risks by analyzing customer behavior, usage data, and feedback.
Drive expansion and upsell opportunities by leveraging insights to position additional SOCi solutions at the right time.
Partner with marketing and product teams to refine customer education resources, ensuring they address the most common customer needs.
Work closely with sales, CS, product marketing, and support to align messaging, drive adoption, and optimize the customer experience.
Collaborate with the implementation and support team to ensure a seamless onboarding experience for new customers.
Provide feedback to internal teams on customer pain points, product gaps, and opportunities for improvement.
Requirements
2+ years of customer success or account management experience, preferably in a SaaS or tech-driven environment.
Experience managing high-volume customer portfolios with a focus on scalable engagement and automation.
Highly organized with strong time management skills and the ability to prioritize effectively.
Analytical mindset with experience using customer data to drive engagement strategies.
Strong written and verbal communication skills, with the ability to create impactful messaging across digital channels.
Comfortable working in an environment with or without a dedicated CS platform like Gainsight, which could mean relying on CRM tools, spreadsheets, and automation to track customer interactions.
Passionate about customer success, driven by results, and committed to continuous improvement.
Enterprise-ready, solution-oriented mindset to understand and solve complex customer issues
Experience and comfort interacting with and influencing senior-level, including C-suite, leaders
Strong communication skills – written and verbal – with understanding of situational best practices
Excellent presentation skills – from small to large audiences
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