Success Manager Job Description

Success Manager Job Description

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Success manager provides technical solutions expertise working with documented API sets to intersect vendor and product capabilities with platform features.

Success Manager Duties & Responsibilities

To write an effective success manager job description, begin by listing detailed duties, responsibilities and expectations. We have included success manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Develop qualified references by establishing credibility and responsiveness with assigned clients
Identify and implement improvements to processes, documents, tools, reports, to benefit team and internal/external clients
Track success through metrics such as client engagement scores, measures of chum
Undertakes ongoing activities to ensure customer success including – weekly calls with customers, tech support, ongoing training, new feature communications
Build and maintain relationships with a portfolio of Employer customers through all stages of the customer lifecycle
Adoption – product best practices, Track usage metrics to help client with adoption, eg use more product features
Best practices of existing solution (Demo product features, settings)
Track client ROI for given SaaS Solution and compare to client expectations, ID potential satisfaction issues
Track client health & provide Client Success Dashboard updates
Identifies new Opportunities for Customer Expansion, discuss new product releases and features

Success Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Success Manager

List any licenses or certifications required by the position: XP, OSX, DNS, ITIL, SHRM, RCA, CISSP, PMP, CCIE, CP

Education for Success Manager

Typically a job would require a certain level of education.

Employers hiring for the success manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Engineering, Computer Science, Technical, MBA, Marketing, Finance, Business/Administration, Science

Skills for Success Manager

Desired skills for success manager include:

Business processes
Capabilities
Business applications and automation
Best use
Salesforce product and platform features
Salesforce.com product and platform features
Ad management
Billing and workflow management and analytics platforms
Network topologies and devices
Database concepts and SQL

Desired experience for success manager includes:

Ability to use and execute a formal Goal and Objective type of methodology to direct personal and team activities and projects
Ability to professionally design and facilitate meetings that support specific objectives and result in clearly defined action plans
Ability to think, communicate, and plan strategically
Ability to organize, track, and manage multiple projects and activities
Ability to influence and collaborate with others to get results without ownership
Excellent oral and written communication skills and the ability to persuasively articulate service offerings, software solutions, and their business value to customers

Success Manager Examples

1

Success Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of success manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for success manager
  • Loss Review with Customers – loss report and trending
  • Identify client education needs (both formal and informal)
  • Own engagement with Development, Dev Ops, Product, and Support escalations related to client
  • Continuous focus support to NAM/CER regarding all Contract Extensions
  • Measure and track client sat via NPS scores
  • Drive References and Customer Case Studies
  • Participates and contributes to QBRs
  • Coordinate user events, drive speakers and set up round tables, CAB, CAC
  • Eager to learn, adapt and perfect your work
  • Identifies current and future customer requirements by establishing personal rapport with potential and actual customers and other persons in a position to understand learner experience requirements
Qualifications for success manager
  • Degree qualification or equivalent within an accredited institution in Engineering, Manufacturing
  • Provide understanding of QuickPlay processes ( incident, problem and change)
  • Understand, analyse and communicate major Customer Impacting Incident Records or outrages to non NOC Customers
  • Analyse Service challenges and Optimize Service Delivery for both internal changes and asks of customer
  • Strong analytical skills experience in applying those skills in the advertising domain
  • Clinical experience as RN, MD, NP, , and/or experience with care coordination/care management/population health
2

Success Manager Job Description

Job Description Example
Our innovative and growing company is hiring for a success manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for success manager
  • Plans and modifies ESL courses, content, live online classes, product offerings, , to meet customer needs
  • Determines improvements by analyzing cost-benefit ratios of product/technology, equipment, supplies, or service applications in customer experience
  • Contributes to pedagogy and product effectiveness by identifying short-term and long-range issues that must be addressed
  • Oversee and execute curriculum development and operations of courses and customer curriculum alignments to ensure 100% of requirements are met
  • Recruit, hire, train, and manage subject matter experts (SMEs) required for custom curricula projects
  • Conduct curriculum quality assurance and incorporate feedback from customers and internal stakeholders
  • Collaborate with Pedagogy team members to ensure curriculum and live instruction experiences are closely integrated
  • Cultivate an understanding of your customers’ business requirements, industry challenges and goals coupled with a strong understanding of how they are using their Advent solutions to maximize adoption, growth, and account retention the trusted advisor role with the customer
  • Develop account and engagement plans for Advent customers that outline their critical success factors, metrics for success, potential issues, and dependencies and provide recommendations for each
  • Work closely with the Advent Services teams to identify new opportunities and facilitate transitions from Services following implementation, upgrades, migrations
Qualifications for success manager
  • Excellent communication skills, external customer communication, but also internal communication, including SR tracking, issue identification and triage escalation protocols
  • 1-3 years experience of online advertising experience required
  • Important data skills for this role include analyzing data using pivot tables, queries and formulas such as VLookup are a must
  • 5-7 years’ related work experience, preferably in selling, designing and/or delivering successful consulting engagements
  • Customer relationship management experience is required
  • Strong collaboration and influencing skills are critical to the success of this role, ability to work successfully through a partner network
3

Success Manager Job Description

Job Description Example
Our innovative and growing company is hiring for a success manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for success manager
  • O2C Lead as per regional coverage model (assigned account/territory) who represents Order to Cash process knowledge and quality, End to End
  • Partner with internal Order to Cash operational teams to develop and deliver training to Stakeholder/Partner/Direct Customer regarding Q2C policies/processes/tools to ensure enablement
  • Work in partnership with Sales to maintain understanding of customer operational requirements/business landscape and partner feedback
  • Act as a voice of Order to Cash operations on key cross functional initiatives, ensuring input is taken into account along with Stakeholder/Partner/Customer needs
  • Analyze operational reports to gain in depth knowledge of business to identify trends
  • Identify Ease of Doing Business and operations cost reduction opportunities and consult with Geo Lead/Global Manager
  • Engage in assigned customers/partners critical order to Cash related issues and ensure follow through to full resolution
  • Provide support to ensure mutually successful fiscal close for the company and our Partners
  • Partner Profile/Management
  • Ensuring your clients derive maximum value from their investment in Telogis platform products and adopt and consume greater functionality and breadth of the solution, you'll identify and internally communicate new Telogis product expansion opportunities and collaborate with the additional account team members to ensure growth attainment and increased footprint
Qualifications for success manager
  • Ability to use all Office products proficiently, and understand basic terminology around data centers, servers, backup software
  • Must be able to take complex client and vendor concepts and articulate them to an audience of varying perception levels
  • Strong written and verbal presentation are essential
  • Self-starter who is able to own the ongoing success of both large and small clients
  • Experience in working with Account teams
  • Fluent English local language mandatory
4

Success Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of success manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for success manager
  • Understanding and presenting industry best practices and the evolution of Telogis product and platform functionality, courses and administrative services integral to the customer's success
  • Playing a fundamental part in helping clients establish and manage their Change Management/Governance programs
  • Supporting and driving the customer renewal process to ensure continuity and a successful renewal outcome
  • Providing the Telogis product management team with feedback for the improvement of existing products and the development of future products
  • Lead the strategic direction of the integrated success and services portfolio through active competitive and market analysis
  • Identify opportunities for new or modified success or service offerings to support strategic plans of the product lines and work cross-functionally to bring those success and service products to market
  • Map customer lifecycle and build playbooks for execution
  • Represent Customer Success and partner with product line leadership to ensure the success and services portfolio is represented, integrated, and available to customers from the time solutions are purchased, throughout their useful life and beyond the migration to future solutions
  • Establish and maintain strong relationships with product line and marketing teams to ensure linkage to all phases of the customer lifecycle
  • Drive integration across success and product lines so that success and services become a key component and consideration for VZT's solution value propositions
Qualifications for success manager
  • 3+ years managing Customer Success professionals
  • Technical capability to learn and become proficient with analytical software
  • Functional or technical salesforce.com and Zendesk application knowledge
  • Key to this role is being able to articulate value, inspire and sell the Advent story for transforming the investment management industry
  • Minimum 5-7 years professional solution/enterprise software selling and/or customer success management experience in technology sales
  • Successful experience at account development and large account management
5

Success Manager Job Description

Job Description Example
Our growing company is hiring for a success manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for success manager
  • Serve as the subject matter expert in all offerings to product lines and marketing to determine what services are needed to improve the customer experience, ensuring a broad lens in both current and future needs
  • Advocate for Success Management and Delivery requirements throughout the product life cycle process by participating in appropriate product line checkpoint and go-to-market meetings
  • Collaborate and implement commercialization plans in conjunction with the product lines to ensure success and services are key components of the overall solution and build integrated promotion plans
  • Drive customer SaaS implementation success by acting as a trusted advisor to customer and partner during their implementation
  • Build C-level relationship with customer executives and help them drive change management to expedite Cloud adoption
  • Document lessons learned from engagements and share with the team via different communication channels
  • Develop process fundamentals training modules
  • Document detailed processes
  • Participate in integration of acquired companies / products
  • Work with cross-functional teams across CSG, Sales, Pricing, Product, Enablement, DTT on various initiatives
Qualifications for success manager
  • 3+ years of experience in account management, customer service, training and/or sales
  • Experience in recruiting or talent acquisition
  • Expert knowledge of MS Office (Outlook, Excel, Word and PowerPoint) and Salesforce.com
  • Ability to build authentic business relationships and effectively deal with relational challenges as they come up
  • Exceptional customer focus and customer handling skills
  • Expert knowledge in Excel, Word, Powerpoint skills

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