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Client Success Strategist

2 months ago

Reston, Virginia, United States LeaseAccelerator Full time
{"Job Summary": "We are seeking a Client Success Manager to play a vital role in ensuring the ongoing success, adoption, and engagement of our client base. The selected CSM will manage a portfolio of clients as their primary client point of contact post-implementation. LeaseAccelerator's CSM organization is pivotal in demonstrating our commitment to our clients and their long-term success, with the goal of making all our clients referenceable.

Responsibilities:

* Serve as a thought leader, client advocate, and partner to LeaseAccelerator's most strategic clients.
* Develop and execute success plans in collaboration with Sales and Client Success partners to reflect a holistic path to increase adoption and product usage.
* Manage renewals, including tracking and negotiation coordination.
* Conduct client quarterly business reviews.
* Liaise between client and internal teams at LeaseAccelerator.
* Gain consensus with key client stakeholders.
* Identify and pursue upsell and cross-sell opportunities.
* Measure the results of executed strategies to determine their efficacy.
* Deliver adoption-related insights and readouts of specific client outcomes.
* Propel execution of 'Success Plan' and associated client interactions.
* Identify client resource requirements and dependencies and address gaps.
* Collaborate and communicate with Sales/Support to ensure alignment on plans.
* Drive transparency of current execution states for the assigned portfolio.
* Ensure client satisfaction and promote retention and referenceability.

Requirements:

* 5+ years of experience in an account management, client success management, or another relevant engagement role, with a passion for developing strong client relationships.
* 5+ years of experience using Microsoft Excel professionally.
* Demonstrated ability to elevate client relationship to senior decision-makers.
* Expert negotiation and presentation skills.
* Ability to conduct value analysis around ROI.
* Self-motivated, highly collaborative, creative, goal- and growth-oriented, and team-centric.

Preferred Qualifications:

* 5+ years of experience with equipment leasing and knowledge of leasing processes.
* Accounting or finance experience.
* 4-year degree in accounting or finance.
* Experience with Salesforce.

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