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Customer Success Manager

1 month ago

Dallas, United States PDI Technologies Full time

At PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency.

By "Connecting Convenience" across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy. We're a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth.

Role Overview

The Sales Organization is searching for an organized and customer-oriented individual. As the account owner at PDI, the Customer Success Manager is responsible for the PDI customer journey of assigned customers. From customer on-boarding, contract renewals, customer satisfaction and ultimately revenue expansion, the Customer Success Manager will build long-lasting, mutually beneficial relationships with their contacts, always striving to find the solutions which best fit the specific needs of the customer and PDI.

The Customer Success Manger will serve as the customer advocate by aligning the broader PDI organization to serve the customer's needs. The person in this role must be proactive and passionate about the clients they serve and be able to understand and direct both business and technical solution product choices - thus aligning the customer, PDI leadership and various cross-functional teams in service to the customer.

Key Responsibilities

    • Interact on a regular basis with assigned customers to answer questions, address concerns, and understand their unique business challenges
    • Partner closely with assigned field sales executive to enable customer needs and identify process improvements and / or areas for growth
    • Drive product usage and customer retention, with a focus on early identification of risks (project and renewal) and improvement of overall account health
    • Track projects
    • Partner with internal departments to deliver greater value to assigned customers
    • Identify industry trends and analyze data to learn more about customer Coordinate solution development across multiple departments
    • Resolve customer and internal escalations in a timely manner
    • Track on-going operational metrics
    • Maintain an updated knowledge of company software and services
    • Build a trusted advisor relationship with assigned customers
Qualifications
    • 3-5 years Industry operational experience, account management, or customer success required
    • Superb relationship skills, with the ability to work within all levels of an organization
    • Be comfortable in an ever-changing environment
    • Self-direction of day to day activities - collaborating with team members to share best practices and experiences
    • Broad knowledge of all PDI products and services
    • Exceptional listening skills with the ability to ascertain unspoken needs
    • Critical thinking and problem-solving skills
    • Salesforce experience a plus but not required
    • Highly organized and strong written and verbal communication skills
    • Ability to travel required


PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career. This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements. Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.