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Lead Client Success Strategist

2 months ago


Newport Beach, California, United States Perseus Group, Constellation Software Full time

Position Overview
This is a senior-level role within the Client Success Team, focusing on a well-established client portfolio while serving as a guiding force for team members through education and mentorship.

Company Vision
At Perseus Group, part of Constellation Software, our mission is to strengthen and expand our client relationships through collaborative efforts across all levels of the organization. We prioritize professional growth to meet the evolving needs of our employees, ensuring that together we enhance efficiencies and maintain a focus on quality and profitability.

Key Responsibilities

  • Team Leadership: Act as a pivotal leader within the Client Success Team, providing support and guidance to all team members.
  • Engagement: Facilitate and potentially lead departmental meetings and presentations to foster collaboration.
  • Training: Educate team members on new features and use cases, acting as a mentor for new hires.
  • Communication: Convey complex concepts in a clear and accessible manner to both team members and clients.
  • Client Relationship Management: Develop and nurture strategic relationships with a diverse client portfolio, identifying opportunities for growth and retention.
  • Expertise: Maintain a deep understanding of the CAKE platform, providing invaluable support to clients and internal teams.
  • Project Management: Independently lead medium to large-scale projects from inception to completion.
  • Client Success Oversight: Monitor client satisfaction and retention, addressing any issues that arise.

Qualifications
Applicants should possess a strong background in client success management, with at least one year of experience working with the CAKE platform. A bachelor's degree is preferred, though relevant experience may be considered in lieu of formal education.

Skills and Abilities
Candidates should demonstrate proficiency in Microsoft applications, data analysis, and possess strong interpersonal skills. A solid understanding of the online advertising and performance marketing sectors is essential.

Commitment to Diversity
We celebrate diversity and strive to create an inclusive work environment for all employees. Perseus Group is an equal opportunity employer.