Customer Success Executive - Remote

Overview

The Client Success Executive plays an integral role in helping to drive the growth and expansion of key customer accounts, ensuring customers receive exceptional service and support while achieving sales targets.

In Short

• Drive revenue growth within assigned accounts.
• Identify upselling and cross-selling opportunities.
• Achieve and exceed sales targets and KPIs.
• Build and maintain strong relationships with key decision-makers.
• Create and implement account plans.
• Demonstrate strong business acumen and strategic thinking.
• Serve as a trusted advisor to clients.
• Collaborate with internal teams for successful outcomes.
• Prepare and present reports on account performance.
• Invest in ongoing self-development to acquire relevant skills.

Requirements

• 2+ years of experience as a Customer Success Manager.
• Experience in the SAAS industry preferred.
• Experience in the tax and accounting industry is a plus.
• Exceptional time management and prioritization skills.
• Excellent presentation and communication skills.
• Strong organizational skills and attention to detail.
• Ability to self-motivate and maintain a consistent schedule.
• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook.

Benefits

• Flexible work arrangements and work-life balance initiatives.
• Career development and continuous learning opportunities.
• Comprehensive benefits including health, dental, and vision insurance.
• Competitive vacation and paid time off policies.
• Retirement savings with company match.
• Employee incentive programs and mental health resources.
• Two paid volunteer days off annually.
• Access to Employee Assistance Programs and other wellbeing resources.