Datos Insights · 3 days ago
Customer Success Partner
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Responsibilities
Build a deep knowledge of Datos’ service offerings
Onboard new clients and ensure they are set up for success with a calendar of regular engagement
Drive usage and engagement with subscription clients, including advisory usage, research consumption, attendance at events, and expanding the user base
Foster strong relationships with clients, building trust and rapport
Collaborate with internal teams (Sales, Product, etc) to ensure a seamless client experience
Monitor key client usage metrics and report on progress toward goals
Troubleshoot client issues and escalate complex problems
Identify renewal risk as well as opportunities for upselling and account expansion
Use Salesforce CRM to record client data and notes
Qualification
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Required
1-3 years of customer success experience in software, banking, or insurance industries
Outstanding written and oral communication skills and ability to maintain conversation with clients in a diplomatic and goal-focused manner
Strong project management and organizational skills
Analytical and goal-oriented mindset
Strong IT skills (CRM, Excel, PPT, SharePoint, Outlook) with the ability to learn new tools in the role; Proficiency with Salesforce.com preferred
English fluency
Bachelor’s degree
Preferred
Proficiency with Salesforce.com
Benefits
Flexible time-off
6% employer match on the US 401k
Company
Datos Insights
Datos Insights is a business consulting company that makes better decisions for the protection and growth of their client assets.
Funding
Current Stage
Growth StageRecent News
2023-12-24
Company data provided by crunchbase