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Customer Success Manager- Account Manager

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Charlotte, United States TalentBridge Full time

We are currently recruiting for a unique opportunity with a growing and innovative manufacturer in the South Charlotte area. This role is a dynamic position giving the individual the opportunity to work with all facets of the organization and play an integral part in client development and onboarding. In this role the Customer Success Manager will be supporting the customer as well as the outside sales team. In this role the CSM must present a positive, professional, and friendly face to our customers, vendors, and employees as well as become a trusted member of the organization.

Qualifications: Associate or Bachelor’s degree is preferred but not required. Must have strong skills with MS Office Products, be highly computer literate, and have a good phone presence. Must have strong communication and team working skills as well as the ability to take initiative and operate on their own in a fast paced, independent, and flexible way. Attention to detail and proofreading work is a must.

Primary Responsibilities

Sales Support:

Provide sales quotes, sole source letters, brochures, etc. to reps and customers Follow up on quotes with potential customers CRM Management Manage weekly, monthly, quarterly, and annual reports Support the sales team with post-sale follow up communications Provide the sales team assistance with getting appointments scheduled

Service Project Support

Manage multiple crews remotely for various projects Train new crews in-person and remotely Manage all service items and ensure everything is ordered/arrived for start time of project Review upcoming service project files and meet with city contacts prior to project starting to get scope of project and report back to crews Create/Manage interactive maps for crews Main contact for service customers (report out progress daily/weekly/monthly) Manage travel logistics for crews (hotels, flights, fleet vehicles, parking, etc.) Create deliverables (PowerPoints, Excel sheets, dashboards, etc.) once project is completed Post service recap presentation with the city contacts

Customer Service:

Main POC for virtual customer training Establish/Maintain customer relationships

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