What you'll focus on
Relationship Management & Customer Engagement:
- Build and manage long-term relationships with clients in the US, ensuring their satisfaction and success with our services.
- Conduct regular touchpoints with clients, including check-ins, and monthly/quarterly business reviews, and identify areas for improvement and growth.
- Act as a customer advocate within the organization, providing feedback to internal teams to enhance our platform and services.
- Facilitate a smooth onboarding process by collaborating with cross-functional teams, including Control Tower, Commercial, Tech, and Customer Success.
- Assist customers through every step of the onboarding journey, from account setup to monitoring inbound activities and integrating with marketplaces until launch.
- Conduct virtual training sessions for US-based clients on platform usage, tools, and features to maximize their understanding and adoption.
- Provide additional training and support to clients post-onboarding to help them optimize the use of our platform.
- Collaborate closely with the product team to ensure clients are aware of new features and capabilities.
- Troubleshoot technical issues and provide timely resolutions to ensure a positive customer experience.
- Analyze customer data to identify trends, opportunities, and areas for improvement in retention, satisfaction, and revenue generation.
- Develop strategies based on data insights to drive customer success, reduce churn, and increase engagement.
- Compile reports on the status of merchant onboarding, pipeline progress, and projected go-live dates.
- Collaborate with sales, operational, and product development teams to ensure customer needs are met and processes are optimized.
- Maintain open communication channels with internal and external stakeholders to align on goals and objectives.
- Work to continually enhance onboarding materials, protocols, and operational procedures for optimal business processes.
- Identify opportunities for upselling and cross-selling our services while effectively communicating the value proposition to customers.
- Support the renewal process, ensuring contract renewals are aligned with customer needs and satisfaction.
- Mentor and coach junior Customer Success colleagues handling accounts within the same vertical or region