Build and maintain strong relationships with customer contacts and internal stakeholders to ensure continuity and progress on customer matters
Partner with customers to drive engagement, retention, and expansion. Conduct Business Reviews with customers to assess progress, understand evolving needs, and align on growth strategies.
Identify potential risks, uncover new opportunities for growth, and recommend strategies for increased adoption.
Act as a trusted advisor to customers, adopting a customer-first mindset to understand their business needs and advocate for their success.
Assess customer needs and how we can help them be successful.
Set clear, transparent goals to meet customer requirements, working closely with internal teams to ensure goal alignment and successful delivery.
Maintain consistent and transparent communication with customers and internal stakeholders, representing the customer’s voice across teams.
Use data and insights to drive meaningful change and demonstrate measurable impact.
Guide feature adoption and review new features and functionalities of Agiloft to help customers achieve success.
Partner with AMs on renewals and identify and qualify upsell opportunities, contributing to pipeline growth.
Other duties as assigned
Requirements
2-4+ years in Customer Success, Relationship Management, or Account Management in SaaS companies with Mid-Market customers
Exceptional communication skills, highly organized, collaborative, and detail oriented
Proven experience building, maintaining and growing relationships, while working to mitigate churn and drive engagement and renewals
Excellent interpersonal and communication skills, with a strong focus on customer-centric engagement and cross-functional collaboration.
Demonstrated ability to manage multiple accounts and objectives in a fast-paced environment.