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Role Description

As a Client Success Manager, you will own the post-sale relationship with a portfolio of our clients. Your day-to-day responsibilities will include:

• Driving for results by proactively identifying and securing new upsell and cross-sell opportunities within existing accounts.
• Growing the Client Success pipeline by nurturing relationships and consistently seeking opportunities for expansion.
• Serving as the main point of contact within Client Success for your portfolio of clients, acting as a key point of escalation for their needs and concerns.
• Developing and executing value-based selling strategies by aligning our Salesforce solutions with your clients' long-term business goals.
• Conducting regular business reviews to align on goals, present new solutions, and demonstrate the value of our partnership.
• Collaborating effectively across teams with our internal sales, delivery, project, and leadership teams to ensure seamless service and outstanding project outcomes.
• Bringing creative and strategic solutions to the forefront in order to manage complex relationship dynamics.
• Partnering with Salesforce Account Executives to create client roadmaps, discovering expansion and upsell opportunities.
• Acting as a trusted advisor and consultant to clients, understanding their business challenges and proposing impactful Salesforce solutions.

Qualifications

• Proactive and Results-Oriented: A strong drive to meet and exceed revenue targets by proactively seeking out new opportunities and expanding accounts.
• Strategic and Business-Minded: Comfortable engaging in high-level conversations with key stakeholders and c-suite to strategize and drive value-based selling.
• Excellent Communication Skills: Strong written and verbal communication skills are critical for success, whether handling a client concern or presenting a new solution.
• Time Management & Prioritization: Great at managing multiple priorities and effectively prioritizing time to drive for results.
• Proficiency in Salesforce: Deep product knowledge of Sales Cloud, Financial Services Cloud, FSL, and Revenue Cloud.
• Business Analysis: Ability to translate complex business challenges into actionable Salesforce roadmaps that align requirements with platform capabilities.
• Relationship Management: Proven ability to build and maintain strong, long-lasting relationships with clients as a trusted advisor.
• Cross-Team Collaborator: A team player who works well with internal colleagues to achieve client success.
• Coachable: A desire to continuously learn and improve your craft.
• A minimum of five years account or client success management experience in a Salesforce partner environment.

Requirements

• Working knowledge of the Salesforce implementation lifecycle.
• The ability to design high-level solutions on the Salesforce platform.
• Experience presenting project estimates to clients and comfortable with negotiation.

Benefits

• A supportive and collaborative team environment.
• The opportunity to work with cutting-edge technology and impactful projects.
• A fun and vibrant company culture that values kindness and celebrating wins.
• Competitive compensation and benefits.

Compensation

This role offers a competitive base salary plus an On-Target Earnings (OTE) bonus, tied to both individual and company performance objectives.