SIB · 1 week ago
Associate Customer Success Manager
SIB is seeking an Associate Customer Success Manager who will develop and maintain relationships with clients to ensure satisfaction and retention. The role involves regular evaluations of client needs, training clients on services, and managing day-to-day communications.
AccountingConsultingFinancial ServicesManagement Consulting
Responsibilities
Develops and maintains relationships with clients
Conducts reviews on entire client portfolio on a regular basis to evaluate clients' needs and make sure they match their products and/or services
Sends client quarterly reports
Client training on reading invoices, identifying savings, and using our portal
Manages day-to-day client communications and relationships
Resolves customer concerns, reaching out to vendors to do this as needed
Explains other cost-saving categories and works to upsell clients
Performs other duties as assigned or requested
Works to get client signatures for all negotiated contracts
Notification of any ownership changes
Inputting data accurately and keeping detailed notes on each account/client/property/opportunity
Internal and external notification of all account changes or known discrepancies (annual increase, service level change, personnel changes, etc.)
Data clean-up (updates of all contact data; Hauler and Client)
Qualification
Required
Develops and maintains relationships with clients
Conducts reviews on entire client portfolio on a regular basis to evaluate clients' needs and make sure they match their products and/or services
Sends client quarterly reports
Client training on reading invoices, identifying savings, and using our portal
Manages day-to-day client communications and relationships
Resolves customer concerns, reaching out to vendors to do this as needed
Explains other cost-saving categories and works to upsell clients
Performs other duties as assigned or requested
Works to get client signatures for all negotiated contracts
Notification of any ownership changes
Inputting data accurately and keeping detailed notes on each account/client/property/opportunity
Internal and external notification of all account changes or known discrepancies (annual increase, service level change, personnel changes, etc.)
Data clean-up (updates of all contact data; Hauler and Client)
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets personal goals and objectives to align with role needs and department goals
Oral Communication - Speaks clearly and persuasively; Listens and gets clarification when necessary; Responds informatively to questions; Participates in meetings
Written Communication - Writes clearly and concisely; Edits work; Varies writing style to meet specific needs; Presents numerical data effectively; Able to read and interpret written information
Interpersonal Skills - Listens to others attentively; Remains open to others' ideas and tries new things; Maintains confidentiality; Maintains relationships with others
Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service
Problem Solving - Identifies and resolves problems time efficiently; Gathers and analyzes information; Develops solutions; Uses reason
Preferred
4 Year Degree and/or relevant Work Experience (Customer Service, Client Management, Sales)
Excellent communication skills (both verbal and written)
Salesforce and Sales experience a plus
Proficient in the use of a personal computer and corresponding programs
Ability to create reconciliations in Excel