Establish a trusted/strategic advisor relationship with each assigned mid-tiered customer
Act as the main point of contact for multiple assigned customers, understanding their business objectives, challenges, requirements, and strategic outlooks
Develop and execute customer success plans on established goals to aid the customer in achieving their business outcomes
Orchestrate and manage the overall relationship with a dedicated portfolio of mid-tiered customers, driving adoption, ensuring retention, expansion of services and renewal
Stay updated on industry trends, market dynamics, and competitive landscape to provide strategic guidance to customers
Drive customer adoption and utilization of managed services to ensure maximum value and ROI
Analyze customer data to improve the customer experience
Engage with customer executives and other influential stakeholders to identify, define, track, and measure the overall impact of aligned solutions
Proactively address customer concerns and act as an advocate for their needs within the organization
Gather and analyze customer feedback to identify trends, insights, and areas of improvement
Share customer insights with internal teams to drive product enhancements and service optimizations
Measure and monitor achievement of critical and key performance indicators, reporting both internally and externally
Establish regular cadence (weekly/monthly/quarterly) with each assigned customer to review progress, success, and concerns
Respond to customer inquiries, concerns, and issues in a timely and effective manner
Act as CDW’s liaison for technical inquiries, issues, or escalations; coordinate with support, product development, service delivery and other teams as needed
Escalate critical customer issues internally and work towards their prompt resolution
Meet or exceed expansion and renewal goals by identifying upsell/cross-sell opportunities and driving renewals in partnership with sales
Identify areas for service improvement and work with the appropriate teams to implement necessary changes
Participate in internal initiatives
Requirements
Bachelor’s Degree and 3 years of experience in IT relationship management, project management or account management of multiple customers with direct customer advocacy and engagement experience, OR 7 years of experience in IT relationship management, project management or account management of multiple customers with direct customer advocacy and engagement experience
Prior experience in Customer Success or equivalent history of growing customer satisfaction, adoption, expansion, retention and renewals
Exceptional verbal, written, social, presentation and interpersonal skills
Ability to prioritize and manage multiple priorities simultaneously and adapt to the changing needs of the business while meeting deadlines
Ability to be a strong teammate, while working independently as a self-starter
Demonstrates a high degree of organization with solid attention to detail with a penchant for accuracy
Excellent communication, presentation, and negotiation skills, with the ability to influence and engage senior-level stakeholders
Proven ability to create and maintain positive working relationship with all Customer contacts and internal teams
Strong analytical skills with a proven ability to proactively collaborate and build relationships, take initiative, and creatively problem solve
Ability to continually learn new technologies and to understand and adapt to market and industry changes
Possess exceptional problem-solving and quick conflict resolution abilities
Strong understanding of financial acumen with the experience of applying that knowledge in real world business scenarios
Ability and willingness to travel up to 10% or as needed to other CDW locations or client sites
Strong understanding of Managed Services or IT, preferred