iPiD

Customer Success Manager

• **Core Responsibilities:**
• **Pre-Sales (25%)**
• - Support sales team in client-facing pre-sales activities, acting as a trusted partner to prospects.
• - Assist in preparing demos, presentations, and technical documentation to help secure client sign-ups.
• - Collaborate with senior specialist to understand client requirements and translate them into actionable solutions.
• **Implementation (25%)**
• - Assist in the implementation of iPiD’s solutions, ensuring smooth onboarding and integration for clients.
• - Work with clients to gather requirements and support technical setup, focusing on APIs and workflows.
• - Coordinate with Technology and Product teams to support integration tasks and troubleshoot basic issues.
• - Document lessons learned and contribute to internal knowledge-sharing resources.
• **Customer Success (50%)**
• - Serve as a primary point of contact for clients post-implementation, fostering long-term relationships and client satisfaction.
• - Deliver ongoing training, enablement sessions, and best-practice guidance to help clients maximize the value of iPiD’s solutions.
• - Monitor client usage data and feedback to identify pain points, opportunities for improvement, and potential expansion.
• - Proactively identify and escalate client issues or risks to senior team members before they impact client experience.
• - Support retention and advocacy efforts by ensuring clients achieve measurable success with iPiD’s solutions.

Associate Implementation, Customer Success Specialist