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Lead Customer Success Strategist

2 months ago


New York County New York, United States InfoSum Full time

The Lead Customer Success Strategist (LCSS) is tasked with overseeing and enhancing standard client accounts by collaborating with customers, engineering, product, and commercial teams to comprehend and execute a continually expanding array of use cases.

The LCSS is responsible for managing daily client interactions to guarantee they derive maximum value from the InfoSum platform and remain consistently engaged.

The LCSS is expected to cultivate and sustain a diverse portfolio of client relationships, with a regular emphasis on upselling and renewing agreements.


Key Responsibilities:
  • Independently manage daily interactions with clients.
  • Serve as the primary advocate for clients, navigating internal processes at InfoSum and the client side to deliver a high level of tailored service.
  • Strategically empower clients to utilize the InfoSum platform independently for any use case by providing actionable insights.
  • Monitor the performance and success of clients' data collaboration initiatives to ensure InfoSum is achieving optimal outcomes for clients and their partners.
  • Formulate a perspective on the feasible use cases of InfoSum for each client, seek alignment from the client with managerial support to secure leadership endorsement, and develop and implement a plan for new use cases.
  • Establish a mutual understanding between the client and InfoSum regarding the value delivered and create a shared strategy to overcome growth barriers.
  • Maintain a reliable and organized account management process that keeps InfoSum ahead of deadlines and capable of seamlessly introducing new revenue growth initiatives.
  • Additional duties as required by the business.
  • Identify and communicate commercial and technical obstacles to client success on InfoSum, including the commercial implications of client needs to influence internal resource allocation for Product & Solutions.
  • Initiate and lead discussions regarding contract renewals, with managerial support to establish appropriate terms and secure client senior leadership endorsement.
Qualifications:
  • 5-7 years of experience in a related field.
  • Proven ability to respond to and escalate customer inquiries internally in a timely manner.
  • Experience guiding existing clients in the implementation of new commercial opportunities and use cases.
  • Demonstrated success in retaining clients and increasing the overall revenue value of a portfolio.
  • Experience collaborating with product and commercial team leaders to successfully identify and implement new solutions that meet customer needs.
  • Familiarity with product management and customer success tools and systems.
  • Strong reputation among clients as a trusted advisor with the ability to build expertise in data collaboration strategies and technologies.
Benefits:

In addition to being part of a dynamic, engaging, and collaborative team, we offer a comprehensive range of benefits designed to motivate our staff to excel. Here’s an overview of our offerings:

  • Competitive base salary (commensurate with experience).
  • 25 days of paid time off (PTO) annually, accrued at a rate of 2.1 days per month.
  • 401(k) plan with immediate participation; InfoSum matches 100% of the first 4% of compensation, funded each pay period and immediately vested, administered through Slavic.
  • Stock options on a four-year vesting schedule.
  • Mental health and wellness support, including professional coaching and additional mental wellness benefits.

For this role, we prefer candidates to be locally based and come into the office 2-3 times a week for team meetings; however, we are open to discussing flexible arrangements that accommodate everyone.

InfoSum is an equal opportunity employer. We are committed to fostering an organizational environment that values diversity and promotes growth. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other basis prohibited by law.