Build strong relationships with clients and ensure their success with products by providing support, guidance, and personalized assistance
Be the voice of our customers within interop.io, understanding their use cases, highlighting their needs, and galvanizing subject matter experts within the company to find solutions for them
Partner with customers to ensure the best use of the product and help them achieve maximum value from our services
Act as a product expert, continuously improving your product knowledge, so you can educate clients and provide them with guidance and recommendations
Manage customer expectations in their overall interop.io experience, including onboarding, software delivery, implementation, bug fixes, upgrades, and renewals
Develop a repeatable, scalable, and meaningful account program alongside the Chief Customer Officer
Collaborate with cross-functional teams, including Product and Support, prioritize roadmap requests based on the customer’s needs, and deliver high-quality support
Understand and document the account structure to identify key stakeholders and to minimize risk if our account contacts change
Identify opportunities for growth and expansion at an account, including potential revenue expansion opportunities
Conduct regular check-ins with customers to assess their project’s success, and proactively address any concerns, issues, or risks that arise
Document client use cases & case studies, working alongside our product marketing team
Document technical issues, analysis, and communication with the clients in the company CRM and other necessary tools
Requirements
5+ years of experience as an Account Manager, Sales Engineer, Client Success Manager, Technical Project Manager, or similar client-facing role in the software industry, preferably with a focus on capital markets
Proven experience working with complex products and strong willingness to gain deep product knowledge
Ability to collaborate closely with engineering and other technical teams