Client Success Management
When your clients are successful so are you!
- Build rapport and credibility to activate and drive account success
- Convert new SaaS accounts to merchant processing clients
- Manage and optimize client onboarding to ensure efficient handoff from Sales to Account Management and create a long lasting recurring relationship
- Preempt and avoid client defection
In this role you will also help shape product roadmap, identify technical issues and up-sell clients where possible. Develop processes and procedures to successfully manage workflows and customer onboarding and site setup.
To be successful you will need experience and have demonstrated success in the following:
- Project management tools
- Customer service & people skills
- Microsoft Excel or Google Sheets
- Technical proficiency & troubleshooting skills
Additional Job Details
- This Job Is Ideal for Someone Who Is: Dependable -- more reliable than spontaneous, People-oriented -- enjoys interacting with people and working on group projects, Detail-oriented -- would rather focus on the details of work than the bigger picture, Achievement-oriented -- enjoys taking on challenges, even if they might fail
- Company's website: www.punchey.com