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TOPPAN Edge Inc. · 1 day ago

Customer Success Specialist

United States

Full-time

Remote

Entry, Mid Level

1+ years exp

TOPPAN Edge Inc. is a global leader in business payments and cash management, seeking a Customer Success Specialist to enhance customer experience throughout the customer for life cycle. The role involves optimizing customer engagement, collaborating with sales, and ensuring customer satisfaction and retention through a consultative approach.

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Responsibilities

Establish and maintain effective relationships with members of the customer organization and actively work towards becoming a trusted advisor

Execute on monthly reviews. Proactively raise areas of opportunity, as well as solutions to challenges and issues. This will involve many different touchpoints, check-in calls and strategic partnership meetings, largely based on the phase within the stage of the Customer journey

Develop a deep understanding of Banking solutions, including best practices for each product, data analytics related to performance and benchmarking and advise the Customer on best practices, as well as the status of realizing the full value of the Banking solutions

Actively advocate on behalf of the Customer with all Banking teams

Closely collaborate with Sales to drive new business with existing Customers, providing insights into the Customer's business goals, pain points, and initiatives. Identify new stakeholders, decision makers and influencers within the Customer organization and facilitate introductions with the Sales Executive

Own, develop and maintain success plans that focus on our customers' business goals and objectives and how Bottomline products, solutions and services map and align to drive results and desired outcomes

Leverage and enhance the use of data to monitor, analyze and interpret the depth and breadth of Customer usage and engagement trends, feature adoption and other important Customer health indicators and metrics

Develop a deep and wide product knowledge and demonstrate competency in our customers' use cases and the Banking product portfolio, keeping pace with releases and becoming certified to test drive our products with our customers

Serve as an effective Customer advocate for future state product direction, bridging the gaps between our customers and the Banking Team, by understanding our customer needs and requirements, quantifying the impact it will have on their business and communicating internally

Demonstrate understanding of our product roadmaps, present them to our customers and use as a basis for updating and maintaining customer journey maps. We aspire to be a trusted innovation partner and as such need to exploit the significant product investments and innovations we are making and articulate how those investments and innovations translate into additional business value for our customers. Connect customers with our product management teams and facilitate enrolment in beta programs, as appropriate

Contribute to our marketing efforts by documenting and sharing stories about business value attainment and customer delight, including the products and solutions leveraged, their use cases and the financial impacts, such as time to realized value, automation, security, etc. Additionally, work with Marketing on targeted messaging and content, such as whitepapers, videos, collateral and other material, as requested

Develop and cultivate strong customer advocates and healthy relationships that will be leveraged for references for our products, solutions and services and will earn the role of a trusted advisor with our customers, in large part through your consultative approach

Collaborate closely with internal stakeholders and partners across sales, marketing, product management, implementation services, operations, support and executive leadership

Understand and be able to articulate our implementation and support methodologies

Build and foster a strong user community and ensure our customers are taking advantage of best practices, white papers, webinars, etc

Defend against any competition to reduce churn risk and work proactively to eliminate that risk altogether

Update Salesforce and other essential business systems in a timely, accurate and complete manner and negotiate opportunities within your assigned portfolio of strategic customers to a successful conclusion on time and as forecasted