VertexOne · 1 day ago

Client Success Manager

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

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Responsibilities

Continually seeks opportunities to increase customer satisfaction and deepen client relationships.

Work with Clients to ensure they are finding value in our services.

Serve as primary contact for Client inquiries, concerns and escalations.

Educate customers on the use and benefits of VertexOne products.

Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and account growth.

Participate in meetings with Clients, Vendors, Partners and internal Teams.

Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes.

Schedule and facilitate client operational and quarterly meetings.

Prepare and deliver Quarterly business reviews with Clients.

Effectively plan and prioritize a high volume of customer activities and requests, following through in a timely manner, asking clarifying questions to determine the correct source & impact of issues.

Tracking and billing of Client revenue, reporting to Finance on a monthly basis.

Tracking Client SLA's to ensure adherence to contractual obligations.

Manage VertexOne vendor partners as required when working on client projects or initiatives.

Attend Client Outage/Emergency triage calls, updating Clients on status.

Create and approve time tasks for projects.

Review, monitor and update Client tickets on a daily basis.

Work with Sales to review and identify Client contract renewals and upsell opportunities.

Assists with department and product documentation.

Travel as required, within North America, to Client locations or VertexOne company events.

Available to work extended hours or weekends, if needed, for Client project work.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Account ManagementClient contracts managementSLA managementSQL navigationUtilities backgroundVendor managementMicrosoft productsTime-management skills