Customer Success Manager
6 hours ago
Our organization includes a strategic team of big thinkers and creatives who truly work interdependently. Whether designing projects for our innovative clients, developing multi-pronged marketing strategies, or delivering a preeminent customer experience, we are constantly finding ways to underscore our promise to partner with our clients to make inspiring spaces that unlock their people's greatest potential. The pace is fast, and the learning is constant...but as part of a team this driven, the possibilities are endless.
Your Role at PivotPivot creates workplace environments to enable people to do their best work and as Customer Success Manager, you will be responsible for the successful outcome of these projects. You will act as the primary point of contact for the customer, guiding final selections and maintaining project schedules, and ensuring the best outcome. You will liaise with your internal project team members to ensure that all deliverables and deadlines are met. You will act as an advocate for the customer, communicating feedback and status updates to the internal team and leadership.
In Addition, You Will
- Foster and manage strong relationships with clients.
- Execute successful handoff from Business Developer and work with the project team to define the scope for assigned projects, plan required resources, and schedule, and manage project execution and project close-out including punch items.
- Confirm project pricing including discounting and margins, leveraging all budget quoting tools and platforms.
- Perform special analysis and/or planning (site verification, phasing of product for order entry, request installation quotes, etc.).
- Responsible for accurate specifications; fabrics, finishes, and discounting (within margin guidelines), on all final proposals submitted to clients.
- Communicate to the project team (internal and external partners) the final schedule (including lead times), scope of services, and project description to ensure clarity and understanding for excellent project execution.
- Communicate and sell design, installation, project management, and other services as appropriate.
- Execute project management, following standard project management processes and guidelines.
- Work with Sales Operations Director to determine when additional Project Management department assistance is needed and scope of additional support.
- Represent Pivot Interiors at client project/construction meetings with the contractor, client, and building management parties.
- Facilitate changes to the scope of work and obtain approved change orders as needed.
- Assess risk with site evaluation, project design, and scope of work, and make appropriate recommendations to mitigate risks.
- Ensure that installation work is executed in compliance with the contracted scope of services.
- Confer with project personnel to provide technical advice and resolve problems.
- Obtain acceptance from client representative upon completion of project.
- Ensure swift resolution of punch-list and outstanding items.
- Work with accounting department to provide prompt and courteous follow-up and investigation of delinquent accounts as necessary.
- Transition newly acquired clients to Account Manager/Day 2 Services as appropriate.
- Maintain a current working knowledge of industry trends, market conditions and related products, applications, and design concepts.
- Consistently devote time to personal and professional development.
- Perform other duties as assigned.
- A bachelor's degree (B. A.) from a four-year college or university, architectural or interior design school. Three to five years of related experience and/or training (such as project administration or project management or interior design)
- Effective communicator/influence with attention to detail and the ability to manage multiple projects.
- Strategic thinker with quality and depth of decision-making.
- Performance-driven professional with strong technical skills.
- Proficiency with various CRM and Project Management software tools.
- Proficiency in Microsoft Office Suite, Word, Excel (good, better, best scenarios), and PowerPoint (Finish approval documents).
- Ability to uphold the importance of being customer focused, always acting with customers in mind and dedicated to meeting the customer's expectations, adjusting the strategy as needed.
- Ability to build and sustain productive working relationships and networks across verse people and departments.
- Proficiency in a variety of Project Management concepts, practices, and procedures.
- Ability to rely on experience and judgment to manage competing priorities and independently plan and accomplish goals.
- Demonstrated integrity and trust by acting ethically and gaining the trust and respect of others.
- Excellent communication, - writes, speaks, and presents information accurately, concisely, and compelling across communication settings and to a variety of audiences.
- Must possess a valid driver's license and a good driving record.
- Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
- Has experience working knowledge with furniture systems and electrical/cabling issues essential. General understanding of building systems and building codes essential.
- Previous project-related supervisory experience is required. Demonstrated ability to logistically plan all phases of the project cycle essential.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to read and analyze architectural drawings and blueprints. Ability to write reports, and business correspondence (such as proposals, quotations, and letters), in English. Ability to effectively present information, written and verbal, in English, and respond to questions from groups of managers, clients, vendors, and the public.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages,
area, circumference, and volume. Ability to apply the algebraic and geometric concepts involved in project
design desirable.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
CERTIFICATES, LICENSES, REGISTRATIONS, IMMUNIZATION RECORDS
Healthcare clients may require documentation or other proof of COVID-19 vaccination, including proof of booster (original monovalent booster and/or updated bivalent booster).
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit, concentrate intensely; talk and hear. The employee frequently is required to stand, walk; and use hands to finger, handle, or feel, and operate a computer keyboard, mouse, and telephone keypad. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 25 pounds, and occasionally lift and/or move up to 50 pounds with assistance and/or equipment. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here represent those an employee encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts, outside weather conditions, and the risk of electrical shock if working at the client's site. The noise level in the work environment is usually moderate.
*Equal Opportunity Employer- Minorities/Females/Veterans/Individuals with disabilities/Sexual Orientation/Gender Identity.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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