About the Role
Addicted to Salesforce? Love helping your clients get the most out of exciting software solutions? Have experience working with large accounts? Litify is looking for a Customer Success Manager to join our Enterprise team, and you might be the right person! We are looking for a CSM to work with our expanding customer base. This position will be remote, with occasional travel to client sites and our NYC headquarters.
In this role, you will:
- Monitor and manage a portfolio of 15-20 client accounts to drive adoption, desired outcomes, and ultimately ensure retention and contract renewal
- Be an expert in both Litify and Salesforce in order to best advise clients and assist with on-the-spot solutioning
- Lead goal setting sessions and assist implementation teams in preparing clients for a successful launch
- Partner with clients to provide best practices, lead creative problem solving, and recommend appropriate Litify, Salesforce and AppExchange solutions
- Monitor customer health to track adoption and customer satisfaction
- Identify at-risk accounts, and in coordination with your manager, develop and deliver on customer remediation plans
- Coordinate between clients and Litify internal and partner resources to drive adoption and create opportunities for expansion
- Identify opportunities for documenting success stories for our Marketing team
- Maintain high levels of customer engagement and satisfaction
- Measure success by continued expansion of Litify and Salesforce across your customers’ organization and workflow
You have:
- Bachelor’s degree
- Demonstrable technical aptitude with intermediate Salesforce Admin level tasks (flows, custom reports, complex formulas), Salesforce Admin Certification a Plus
- Strong aptitude for AI and new technologies, and the ability to quickly diagnose needs and identify solutions
- 2 years experience as a Customer Success Manager (ideally with a SaaS product)
- 7 years experience in direct customer-facing positions
- Excellent written, verbal, and oral communication with experience making presentations to key stakeholders