We are looking for Portfolio Success Manager is responsible for driving the success and growth of a portfolio of accounts. Providing digital support to ensure customers achieve their business objectives with our solutions. This role combines digital interactions with virtual meetings, allowing for a deeper understanding of the customer's unique needs. The Portfolio Success Manager works closely with internal teams, collaborating to drive customer satisfaction, retention, and expansion across their portfolio of accounts.
Responsibilities
- Execute success plans aligned with the portfolio customer’s business goals, focused on maximizing product adoption and achieving customer outcomes.
- Engage with customers regularly through a mix of digital and virtual and digital activities and gather insights into customer needs.
- Conduct analysis of account health, tracking customer satisfaction,
product usage, and renewal risks to proactively address potential issues and identify growth opportunities.
- Act as a customer advocate within the organization, coordinating with product, sales, and support teams to address customer challenges and champion feature requests and enhancements.
- Utilize customer data for cross-selling, upselling, and renewing contracts, collaborating closely with the sales team on expansion opportunities.
- Stay informed on industry trends and share relevant insights with customers to position our products as valuable solutions for their evolving needs.
- Maintain accurate and up to date data within the chosen CRM system, supporting all the above activities
Skills and Experience
- 5+ years of experience in customer success, account management, or a related role, with proven expertise in managing a portfolio of accounts.
- Exceptional interpersonal and communication skills