Client Success Manager
Oasis Solutions
full-time
Posted on:
Location: Kentucky, North Carolina, Tennessee • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Develop & / or Maintain relationships with Sage, NetSuite & channel resources and leadership, as well as 3rd party partners.
- Perform outbound contact to Sage, NetSuite & Channel resources to collaborate on existing customer renewal portfolios.
- Generate new service opportunities from existing clients.
- Identify current Sage customers, interested in moving to a new platform.
- Acquire and maintain a working knowledge of the complete capabilities of Sage, NetSuite, Adaptive Insights, and 3rd Party Products & Services.
- Work collaboratively with Oasis personnel, partners, Oasis events user Groups, and cross-departmental stakeholders to address customer escalations.
- Maintain an active pipeline of forecasted renewals to meet quarterly & annual quota objectives.
- Work collaboratively with marketing to generate positive reviews, client testimonials, referrals and other successful marketing activities, including but not limited to Oasis events and user Groups.
- Conduct customers post-sales activities through webinars and other events.
- Follow up to evaluate the success of the implementation & 3rd party projects.
- Participate & organize customers through reviews.
Requirements
- Minimum of 2-5 years in customer success, account management, or a related client-facing role.
- Exceptional verbal and written communication skills, with the ability to build strong relationships with clients and internal teams.
- Ability to manage multiple accounts, track key metrics, and ensure customer satisfaction.
- Comfortably using CRM software (e.g., Salesforce, HubSpot, or similar) and other customer engagement tools.
- Bachelor’s degree in business, Communications, Marketing, or a related field preferred.