Customer Success Manager

1 month ago


Des Moines, United States Springtide Inc Full time

Description About the Role Build trust and develop a trusted advisor relationship with assigned accounts. Support and participate in all functions of the customer facing team including, but not limited to:

Managing meetings and workflows such as legal, customer success, and communications Demonstrate proactive communication when available Identify and resolve issues Recommended solutions Offer new services (where needed), Provide technical support Be able to analyze and provide reporting – both internally and externally by analyzing client accounts and reporting in an effort to increase retention.

Data entry and integrity Manage with a sense of urgency and availability as the client’s advocate. Regular Business Review presentation creation and management including follow-up to complete deliverables. Act as the client champion internally within OpenLoop expressing client needs and expectations. Manage client expectations by understanding the client agreement and how OpenLoops services align with contract obligations such as SLAs. Enters and updates support systems like Zoho, Healthie, Miro etc. as needed. Identify and implement process improvements. Partners with OpenLoop teams like: Implementation, Clinical and Non-Clinical Patient Support, Recruitment, Sales and other pertinent teams across the organization. Identifying expansion opportunities. Improving team efficiency by creating optimum processes with technology and people. Requirements 2-4 years experience in a SaaS sales or customer success role 3-6 years of business development, sales, or account management experience Ability to thrive in a rapidly changing, high-energy, high-expectations environment Excellent written and verbal communication skills An energetic, mature, positive attitude that works well independently and with a team Proven track record of taking initiative Results-oriented and customer-focused mindset Ability to listen, absorb, and respond accordingly Ability to manage multiple projects and tasks, while staying organized and efficient Proven capacity to learn new technologies for maximum project success Ability to construct effective written communication through email or Slack, giving clients and internal stakeholders all necessary background and project updates

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