Client Success Strategist

2 weeks ago


Austin, Texas, United States Optimizely Full time
Overview

The Client Success Strategist (CSS) plays a pivotal role in guiding clients towards achieving their strategic goals and maximizing the value derived from our offerings.

CSSs foster product adoption, customer retention, and service expansion by acting as trusted advisors to our clients.

They possess in-depth knowledge of our offerings and technology, digital strategies, and the cultivation of a culture that harmonizes, comprehends, and leverages digital data.

By demonstrating empathy and striving to understand the challenges and needs of our clients, CSSs approach problem-solving with a constructive mindset.

Utilizing their prior experience, business insight, and technical proficiency, CSSs are the driving force that empowers clients to realize their digital aspirations.

Moreover, the CSS acts as a bridge between our organization and the client, facilitating collaboration with Product, Engineering, Sales, Professional Services, and other teams to ensure the client's voice is heard within our company.

Key Responsibilities

In collaboration with Account Executives, manage the overall relationship with a designated portfolio of 25-40 clients, concentrating on:

  • Enhancing product adoption and ensuring client retention, growth, and satisfaction.
  • Collaborating with clients to develop and implement a success plan that outlines essential goals and key performance indicators.
  • Guiding clients in adopting best practices for managing their digital initiatives and utilizing our platform effectively.
  • Assisting client teams in demonstrating program value within their organizations.

Support the advancement of the Client Success Management team by mentoring and motivating fellow CSSs through exemplary conduct and shared experiences.

Ensure accountability for deliverables both internally and among client and partner teams.

Evaluate and provide insights on client challenges related to technical implementation, marketing strategies, and fostering a culture of harmonizing, understanding, and acting on digital data.

Through regular interactions, cultivate a trusted advisory relationship with assigned clients and drive ongoing value from our solutions and services.

Coordinate the necessary resources for each meeting to achieve desired outcomes.

Identify and cultivate opportunities for new applications of our product across various organizational functions and business units.

Educate and advise on potential use cases for new or underutilized features of our platform.

Manage account-related issues and escalations.

Maintain up-to-date functional and technical knowledge of our platform.

Collaborate with service teams to develop and implement solutions to client challenges.

Gather product feedback and advocate for client needs within the organization.

Stay informed about industry trends, technology products, platforms, and partners to maintain a deep understanding of the industry and ecosystem.

Qualifications

3+ years of experience in a related role with direct client engagement, preferably in a post-sale or professional services capacity at a SaaS-based organization.

Previous experience in a Client Success Manager role or equivalent, with a proven track record of enhancing satisfaction, adoption, and retention.

Familiarity with clients of varying sizes, particularly B2C mid-market and enterprise retail organizations.

Experience collaborating with web or mobile application product and development teams.

Experience with customer data platforms (CDP), digital marketing platforms, e-commerce platforms, and a genuine enthusiasm for emerging technologies.

Project and stakeholder management skills.

Education

Bachelor's degree, with additional professional training in direct marketing being a plus.

Optimizely is dedicated to fostering a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status.



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