Customer Success Advocate
2 weeks ago
About the Role: At Board, we power financial and operational planning solutions for leading brands. Our technology optimizes resources, drives growth, and ensures profitability for thousands of enterprises.
Your Mission: As a dynamic Customer Success Manager, you will focus on retaining and growing our current customer base. You will work closely with Sales Teams and act as a bridge between various teams to ensure our customers' success.
Your Responsibilities:
- Develop and implement value realization plans for customers, focusing on outcome-driven strategies and measurable results.
- Sustain business growth and profitability by maximizing value and minimizing churn risk.
- C coordinate and facilitate internal efforts to address and resolve customer issues.
- Plan and conduct customer kick-offs and regular business reviews.
Your Qualifications:
- 3+ years of experience in Customer Success Management, Consulting, or Sales.
- Ability to align internal resources with customer requirements and deadlines.
- Strong presentation, client management, and written communication skills.
- Experience working with customers in the Retail or Financial Planning and Analysis (FP&A) space.
- Willingness to travel to client locations as needed.
- Ability to manage and support your own book of business.
- Professional curiosity and a proactive customer-driven mentality.
- Executive presence and communication skills to translate technical information to stakeholders.
- Ability to handle multiple priorities and adapt to change.
- Capacity to remain calm under pressure and react with urgency.
Our Commitment to Diversity and Inclusion: Board values diversity, inclusion, and belonging. We foster a work environment where all people are respected and valued for their unique aspects. We hire individuals for who they are, and we encourage them to bring their true selves to work every day.
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