Role Summary

We are looking for a highly driven and motivated individual who is passionate about building strong relationships and providing a best-in-class customer experience.

Our Customer Success Managers (CSM) consult on a spectrum of Customer Support/Experience (CX) and Employee Experience (EX) solutions from the Zendesk SaaS suite with a wide array of customers. We ensure customers are optimized and scaling easily through impactful engagements, while driving customers business and technical value. Our priority is to understand our customers business, work collaboratively with them to create a Success Plan, and ultimately deliver measurable ROI and customer results using Zendesk.

CSMs align to a portfolio of customers within a specific region and are responsible for retention, minimizing churn/contraction risk while driving product adoption, and identifying expansion opportunities to then collaborate with Sales. This is done through proactively engaging with customers at specific points in their lifecycle, providing them experiences and recommendations based on their CX maturity. Alongside your teammates in Sales, Support, and Product Management, you ensure that customers are seeing results from Zendesk and will continue to stay and grow!

• Build and foster strong relationships with your portfolio of up to 40 SMB accounts to minimize churn and contraction and drive expansion by partnering with our customer's technical and business executive leadership team with post-sales implementation planning, proactively guiding customers' technical adoption journey, and enabling them to deliver innovation and demonstrable business value to their end business users.
• Develop a deep understanding of the customer's business and technical objectives, collaborating with them to build a strategic joint success plan with identified objectives, milestones, and measurable KPIs to achieve the outcomes.
• Develop and apply domain/technical knowledge of the Zendesk platform, our best practices, and customer insights to remove blockers and lead key resources, internally and externally, to proactively support customer's success plan.
• Engage regularly with customers based on our touchpoint framework (i.e. user shadowing, strategic discovery, executive business reviews, and roadmap presentations).
• Proactively analyze customers product usage data and take necessary actions to mitigate risk, improve product adoption, business value outcomes and reduce churn.
• Partner with customer-facing account teams and executives (Sales, Renewals, Advocacy, Professional Services, Product, Engineering, and partners) on overall platform success, to accelerate customer's time-to-value journey and to protect recurring renewal revenue and expand customer NRR (Net Retention Rate)
• Regularly assess, plan, and document your customers success journey with Zendesk via Gainsight.
• Willing and able to travel domestically up to 25%, and easily visit customers in the northeast region (NYC/Boston/DC).

• Experienced in managing SMB accounts.
• A proven track record of planning for a portfolio of engagements, on-time deliveries, cross-group collaboration, and critical thinking is required.
• Well-versed in software and subscription services with excellent customer, partner, and market orientation.
• Strong communication/presentation skills, as well as displaying strong leadership and confidence in all levels of customer engagement/situations.
• Ability to understand the business requirements and help customers with best practices and the right next action.
• Ability to articulate business value to various stakeholders within customer organizations including IT and business leaders.
• Possess strong leadership and collaboration skills, and the ability to influence and inspire cross-functional teams including Sales, Renewals, and technical roles.

• Functional knowledge of technology deployment applications and overall Enterprise architecture required, and familiarity with Customer Support/CX (industry and technology).
• Strong analytical skills, including experience with Looker, Tableau, or similar software, and experience turning data into insights to fuel your ideas.
• Self-starter who thrives in both collaborative and autonomous environments.

• 5+ years of relevant work experience in customer-facing Customer Success, Account Management, or strategic consulting roles. SaaS experience required.
• Experience in Product Management or technical/business consulting roles attributing to technical delivery management or/program management for large, complex and global strategic customers a bonus.
• Track record of managing up to 40 SMB accounts.
• Have used CRM or Customer Success software such as SFDC and Gainsight to prioritize and manage accounts.
• Experience working with multiple levels of customer stakeholders - technical admins, C-level executives, and procurement teams.
• Experience in a demanding role that requires strong leadership, committed priority management, and high emotional intelligence.
• Proven track record of identifying and collaborating on expansion opportunities and strategies with Sales and account teams.
• Proven ability to quickly grasp and distinctly explain technological and business concepts, including demonstrating SaaS functionality to customers.
• Applied domain/technical knowledge of CX solutions, best practices, and customer insights to remove blockers and lead key resources, internally and externally, to proactively support customer's success plan. Zendesk knowledge is a bonus.
• High-level understanding of enterprise architecture principles and familiarity with the IT application landscape common amongst Enterprise companies.
• Completed Bachelors Degree or equivalent career experience.