Optix

Customer Success Manager

• Serve as a primary point of contact for a portfolio of clients, building strong relationships
• Educate clients on product features, benefits, best practices, and value optimization
• Schedule, manage, and facilitate onboarding sessions to introduce new clients to the Optix platform
• Proactively engage clients based on lifecycle milestones and health signals
• Support with client adoption of new features and functionality, helping them to reach critical milestones and ensuring they gain the full value of the Optix platform
• Monitor client health and identify churn risks, initiating retention conversations
• Identify and drive expansion opportunities, including upselling plans and gated features
• Work closely with our Technical Support, Product, and Sales teams to resolve client issues and capture feedback
• Maintain accurate records of client interactions, feedback, and action plans
• Contribute to the development of client resources, including guides, webinars, videos, help articles and more

Customer Success Associate

Performance Marketing

• Own and execute demand generation strategies to increase qualified leads and pipeline growth
• Develop, launch, and optimize multi-channel campaigns (paid ads, email, partnerships, webinars, events)
• Collaborate with the content marketer to align campaigns with content strategy and nurture sequences
• Monitor and analyze campaign performance metrics, reporting results and actionable insights to the team
• Manage and optimize our marketing tech stack, ensuring smooth integration between tools
• Test and evaluate emerging marketing tactics and technologies, including AI-driven tools, to improve efficiency and outcomes
• Partner with sales to ensure lead quality, smooth handoff, and feedback loops for continuous improvement
• Build scalable, repeatable processes for campaign creation, tracking, and reporting

Customer Success Associate

Demand Generation Marketer