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Client Success Strategist

2 months ago

Commack, New York, United States IntelliShift Full time

About IntelliShift: We are a dynamic B2B SaaS organization with two decades of experience in fleet management technology. Our platform serves as a comprehensive fleet intelligence solution tailored for safety and operational teams across various sectors, including construction, utilities, field services, and last-mile delivery.

Our Mission: We empower our clients to transition from fragmented data systems to a unified, powerful platform that enhances safety, operational efficiency, and informed decision-making.

Role Overview: We are looking for a dedicated Customer Success Manager to join our expanding team, following our consistent growth and recent investment. This position is pivotal in fostering relationships across all levels of client organizations, from C-suite executives to frontline users.

Key Responsibilities:

  • Develop and oversee a portfolio of clients, gaining a thorough understanding of their business objectives and success metrics.
  • Ensure high retention rates by managing customer subscriptions and proactively addressing churn risks.
  • Identify and pursue growth opportunities through upselling and cross-selling strategies.
  • Facilitate SaaS renewals to maintain contractual agreements.
  • Build and nurture relationships with stakeholders, focusing on value-driven interactions with senior leadership.
  • Engage with clients regularly to ensure alignment and maximize their benefits from our partnership.
  • Guide customers through their journey, achieving key milestones along the way.
  • Act as a liaison between clients and internal teams to prioritize issues, gather feedback, and present new opportunities.
  • Monitor customer health and engagement to minimize business risks.

Qualifications:

  • 5+ years of experience in Customer Success, Account Management, or a business-focused Sales role.
  • Proven track record managing a diverse portfolio of clients with complex needs throughout the customer lifecycle.
  • Experience collaborating with executive and senior management teams.
  • Strong skills in managing expectations among multiple stakeholders to ensure alignment.
  • Ability to manage a portfolio of 20-50 enterprise clients simultaneously.
  • Experience in cross-functional program management to support customer goals.
  • Excellent communication and interpersonal abilities.
  • High technical aptitude and eagerness to learn new technologies.
  • Familiarity with SaaS customer success processes.
  • Strong negotiation skills with experience in managing complex contracts.
  • Team-oriented mindset with a knack for building internal and external relationships.
  • Experience with Salesforce and customer success software.
  • Knowledge of fleet operations, AI video, and telematics is a plus.

Core Values:

  • Embrace and Drive Change
  • Think Bigger
  • Execute with Passion and Urgency
  • Be a Good Human
  • Drive Trust and Transparency
  • Always Put the Customer First

Compensation and Benefits: We offer competitive compensation, commensurate with experience, along with comprehensive benefits designed to support our employees and acknowledge their contributions.

Join us in transforming fleet operations and enhancing customer success.