WineFetch ยท 12 hours ago
Client Success Manager
United States
Full-time
Remote
Mid Level
$74K/yr - $110K/yr
3+ years expWineFetch is a company focused on enhancing client relationships and success. The Client Success Manager plays a crucial role in guiding clients, ensuring their satisfaction and retention, while collaborating with various internal teams to drive long-term success.
E-CommerceMarketing AutomationRetailRetail TechnologyWine And Spirits
Responsibilities
Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service
Build trusted advisor relationships with key operational leaders at client organizations
Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities
Strategically focus on ensuring the overall success and retention of Optimal Blue clients
Monitor and assessing the health of client relationships through data, leading indicators, and direct engagement
Drive the utilization of product features and capabilities to ensure clients achieve the highest ROI
Formulates and manages an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client
Own forecasting and prioritization for client renewals within assigned accounts
Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services
Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships
Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests
Create referenceable customers through case studies, reference calls, and speaking engagements
Stay informed about new release changes, new products, and industry trends
Available for travel to customer on-sites, executive meetings, and conferences (approximately 15% of the time, including overnight stays)
Perform other related duties as assigned
Qualification
Required
Bachelor's degree or an equivalent combination of education, training, and work experience
At least 3 years of experience in a client-facing role such as Client Success function, account management, consulting, or client services role
Proven business experience and demonstrated technical capabilities
Outstanding interpersonal skills with a 'Get it Done' attitude
Ability to work in a fast-paced, dynamic environment
Naturally curious and investigative
Effective problem-solver and solution-finder
Adaptable and able to handle changing circumstances with ease
Driven by a strong internal motivation and competitive desire to succeed
Maintains composure and stays calm under pressure
Demonstrates excellent leadership, management, and coordination skills with a proactive approach
Comfortable interacting with contacts at any level, including those from large enterprises
Proficient in handling challenging clients or situations and driving mutually agreeable outcomes
Committed to listening to and understanding diverse perspectives
Preferred
Experience working with mortgage lenders highly preferred
Ability to execute commercial transactions, including pitching, negotiating, and closing deals
Passionate about enhancing client experience and dedicated to customer satisfaction
Enjoys the process of selling without necessarily focusing on selling a product
Skilled in creating and delivering persuasive proposals and presentations
Capable of synthesizing complex information and presenting it clearly and concisely
Possesses a blend of business and technical acumen, able to contribute value in discussions on both technology and business strategy
Benefits
Medical
Dental
Vision
Basic life insurance
Short/long term disability
401(k) participation (with company match)
10 days of vacation
Sick time based on state requirements
8 Company-paid holidays
2 personal holidays per year
Company
WineFetch
WineFetch is an e-commerce and marketing platform for the retail wine and spirits industry
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2019-03-15Acquired
Leadership Team
Matthew R.
Chief Revenue Officer
Company data provided by crunchbase