Ideagen

Associate Customer Success Manager

Ideagen

full-time

Posted on:

Location Type: Hybrid

Location: Fort LauderdaleFloridaUnited States

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About the role

  • Supporting a portfolio of small to mid-sized customer accounts under guidance from senior team members
  • Assisting with stakeholder mapping to identify key users, decision-makers, and influencers within customer organisations
  • Taking part in regular customer check-ins, health reviews, and success milestone tracking
  • Supporting customer onboarding activities, including initial training and product configuration
  • Monitoring customer usage and adoption data to help identify risks or opportunities for improvement
  • Maintaining accurate and up-to-date customer records, interactions, and renewal information within Salesforce
  • Escalating at-risk accounts or complex issues to senior colleagues in a timely and structured way
  • Collaborating with Sales, Support, Product, and Finance teams to ensure a consistent customer experience

Requirements

  • You have experience in a customer-facing role such as customer service, support, or sales
  • You are comfortable communicating with a wide range of stakeholders and can explain solutions clearly and professionally
  • You enjoy building relationships and are motivated by helping customers achieve their goals
  • You are organised and able to manage multiple priorities in a fast-paced environment
  • You have experience using CRM systems, with Salesforce experience considered an advantage
  • You are confident using Microsoft Office tools, particularly Excel, and are open to learning new systems and software
  • You show curiosity, learning agility, and a collaborative mindset when working with colleagues and customers.
Benefits
  • Benefits at Ideagen
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
customer-facingcommunicationrelationship buildingorganisational skillsmulti-priority managementcuriositylearning agilitycollaborative mindset