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Customer Success Manager

2 months ago


Waldorf, United States Purple Fly Solutions Full time
Job DescriptionJob Description- Job Title: Customer Success Manager (CSM)
- Main Role: Building and nurturing long-term relationships with small business clients
- Responsibilities: Understanding clients' unique needs, providing expert guidance, helping them maximize the value from services, acting as a trusted advisor
- Required Skills: Proactive approach, excellent communication skills, deep understanding of products and the accounting industry
- Working Hours: Full-time, remote
- Key Duties: Learning selling methodology, using technology for tracking sales, adhering to sales process, taking sales calls, sending proposals, attending weekly training meetings, documenting interactions with clients, tracking sales pipeline, staying updated with product and industry knowledge
- Performance Metrics: Maintaining a close rate of 20% of pitches, ensuring all prospects are properly moved in the sales pipeline, accurately reporting daily sales stats, staying updated with latest product offerings, properly documenting all client interactions
- Requirements: Ability to adapt to changes quickly, good phone/zoom skills, experience with HubSpot and ClickUp, B to B Sales experience (3+ years), excellent communication skills, self-directed, exceptional time management skills, openness to learning new sales processes and rapid growth, good organization skills
- Benefits: 401(k), 401(k) matching, dental insurance, employee discount, health insurance, paid time off, professional development assistance, retirement plan, vision insurance
- Schedule: 8-hour shift, Monday to Friday, EST Timezone
- Education: Bachelor's degree required
- Experience: Minimum 3 years in Customer Success Management
- Work Location: Remote.