Client Success Manager - Remote

Overview

At Pipeline Formula, we help AI B2B SaaS companies and consultants achieve product-market fit and scale revenue predictably and efficiently. We understand that traditional sales methods like trade shows and cold calling often fall short. We provide a proven system for generating qualified opportunities, closing deals, and building a reliable sales process that delivers consistent results. We empower our clients to scale with confidence, backed by top-tier venture capital.

In Short

• Client Relationship Management: Build and maintain strong, trusted relationships with a portfolio of AI B2B SaaS clients.
• Strategic Guidance: Provide strategic guidance and best practices to help clients optimize their sales processes.
• Onboarding and Training: Oversee the onboarding process for new clients.
• Performance Monitoring and Reporting: Monitor client campaign performance and provide regular reports.
• Proactive Communication: Conduct regular check-in calls and meetings with clients.
• Collaboration: Collaborate closely with internal teams to ensure client needs are met.
• Upselling and Expansion: Identify opportunities to expand services within existing client accounts.
• Advocacy: Advocate for client needs and feedback within the company.
• Documentation: Document client interactions and progress in CRM systems.

Requirements

• High client satisfaction and retention rates.
• Increased client revenue and ROI from services.
• Successful onboarding of new clients.
• Proactive identification of upsell opportunities.
• Positive client testimonials and case studies.
• Clear communication with clients.

Benefits

• Opportunity to join a rapidly growing company.
• Work with a talented team.
• Make a significant impact on clients' success.
• Learn from the cutting edge of marketing and sales automation.