Customer Success Manager - East

Job Description

The best Strategic Customer Success Managers (CSM) are well organized and can track/progress several projects in parallel. They have the ability to work with all functions, including executives, sales, marketing, support, services, partners, and enablement, when coordinating key activities for the success of their customers. This includes engaging with customers initially from kicking off the on-boarding, conducting business reviews, operational reviews, and escalations as necessary. Their greatest skills are having the ability to define an approach or a proposal to address a specific objective, driving toward an outcome through collaboration with multiple parties, and develop strong relationships internally and externally through these engagements.

Quick Summary

The environment for this role is fast-paced, and will be in the corporate spotlight reflecting keen interest by the executive team and the Board of Directors. Team resources will be drawn from several other groups requiring the ability to succinctly and accurately outline the situation for prioritization purposes. A strong predictor of success for a CSM is the ability to coordinate the activities with multiple internal and external constituents. The CSM has no direct staff. He/she must influence others by outlining the business conditions of his/her customers, and drive the organizations (Customer, Partner, & Jitterbit) toward an agreed upon set of objectives, negotiating and making trade offs along the way.

Performance Objectives

1. Get up to speed with Jitterbit processes and tools:During the first 60 days learn and start using Jitterbit’s process to engage with customers and internal stakeholders/constituents. Including among other activities: how to prep and conduct an On-Boarding Kickoff, a Business Review, an Operational Review; understand what a customer has licensed and understand how the platform is used; document where customers are in their journeys; assess risk and define mitigation plans when necessary; and prepare, drive, & negotiate a handful of renewals;
2. Manage a portfolio of strategic customers:Engage with a portfolio of customers to understand what initiatives are key to their successes, how customers are organized, and drive toward becomingtheirtrusted advisor. Drive a set of specific plans to ensure customers remain customers and earn the right to growourfootprintwhen and where possible
3. Review and understand the contractual agreements in place: Drill down into the specifics of the different agreements executed over the years with his/her customers, extract & communicate what was agreed upon and compare to what is being used. As the relationship extends, present a coherent proposition aligned with customers’ needs and capture what is agreed upon into contractual documents
4. Collaborate with multiple parties: Capture and communicate effectively with other Jitterbit teams in a virtual environment. Teams include partners, technical support, operations, engineering, marketing, sales, executives, and finance to fulfill customer expectations. Being accountable for activities related to driving toward customers’ success and holding others accountable to ensure deliverables are provided in a timely manner
5. Command of the Message: Learn and be able to explain what Jitterbit does. Align how Jitterbit’s platform can help customers reach their objectives faster, more efficiently, and with less risk. Uncover new initiatives where Jitterbit could be used. Understand what Jitterbit offers, how it is used at existing customers and how it could be used by his/her customers. Be able to outline the value proposition to existing and new players and tailor the message to the specific industry/domain the customer is in
6. Command of the Sale: Apply Jitterbit’s methodology to properly forecast and assess risk around renewals and expansions. Drive toward defined renewal rate and expansion target while maintaining an accurate sets of records within Jitterbit’s CRM
7. Document & communicate customer’s status: Document where each customers are in their journey with Jitterbit, the potential risks associated to an engagement, the overall health of accounts, the Success Plans, proposals, and other key engagement artifacts. Identify customers candidate for marketing/sales engagement - Case Studies, Analyst Reviews, References, etc
8. Manage Escalations: When Jitterbit's environment does not respond in alignment with business or technical priorities of our customers manage the communication and drive toward a positive outcome.
9. Assist in defining the strategy for an account: Work collaboratively with Account Executive to help define and execute the strategy around an account. Research key customer initiatives to better understand their priorities and how Jitterbit can make a difference in their quest for success

Qualifications

A CSM for strategic account needs at least 2 to 5 years in customer facing roles where one of the requirements of the position was to coordinate and collaborate with multiple parties to reach a desired outcome. This includes working with most departments within the organization as well as third parties such as partners contributing to a desired outcome. Experience reviewing contracts, negotiating, preparing proposals, and closing the loop on initiatives and programs are key to the success of the CSM.

Additional Information

All your information will be kept confidential according to EEO guidelines.