Perseus Group, Constellation Software

Customer Success Manager

• Build and manage strong and lasting customer relationships following their onboarding to ensure a smooth transition and continued success with the product.
• Provide ongoing customer support & training to ensure customers understand how to leverage the full value of the product and its features, helping them achieve their desired outcomes.
• Regularly analyze customer usage data and performance metrics to identify areas for improvement and growth opportunities ensuring customers get the most out of the product.
• Monitor customer health and proactively reach out to offer solutions or additional services that can enhance their experience, such as product training, feature walkthroughs, or troubleshooting.
• Identify at-risk customers and collaborate with internal teams (Sales, Support, Product) to create targeted strategies to reduce churn.
• Manage cancellation and recontract process as required with the objective of increasing customer retention and capturing information that can help build improved strategies to retain customers in the future.
• Act as the voice of the customer within the organization, providing valuable feedback to internal teams (product, sales, and support) to improve the overall customer experience and product offerings.
• Maintain accurate records of customer interactions, training sessions, and feedback in CRM tools, ensuring all relevant information is tracked and accessible for ongoing relationship management.
• Create and deliver engaging written documents, video tutorials, and/or webinars that improve the learning experience for our customers.
• Achieve a high level of proficiency in the use and configuration of the RO Writer software, including new features as introduced to ensure customers get the full value of the software.
• Effectively communicate (verbal and written) with all levels of the organization and outside customers regarding any reported issues.
• Participating in the development and documentation of processes resulting in improved customer success strategies.
• Outreach to customers to discuss latest product releases and schedule upgrades as needed.
• Perform all other duties as assigned by immediate supervisor. Some travel will be required.

Customer Success Consultant

Engineering Manager

• Coordinates systems analysis and applications development activities through direct and indirect staff.
• Partner with business and technology leadership to define, prioritize and achieve strategic objectives related to approved application development projects and platforms.
• Identify opportunities to deliver business value through business process improvement, organizational change and/or technology integration.
• Analyze project risks, costs, and benefits and make relevant recommendations to business and technology leadership team.
• Manage end-to-end application scoping, sizing, estimating, analyzing cross-impacts, planning, development, implementation and post implementation maintenance and support.
• Directs development teams in the areas of scheduling, technical direction, future planning and standard development practices.
• Coordinate and manage remote team members both onshore and offshore
• Participates in budgeting and capital equipment processes and quality improvement activities for the development organization.
• Implement best practices to ensure that all core IT functions are fully documented, supportable, and in compliance with applicable regulations.
• Ensure systems are kept at current software levels and evaluate the costs/benefits of upgrades for applications.
• Coordinate the formal functional and performance testing processes.
• Develop processes and tools that encourage continuous performance improvements.
• Regularly communicate the status of application development to all impacted stakeholders, set expectations and manage team members.
• Performs other related duties as assigned.

Software Development Manager – Azure Projects

DevOps Engineer

• Work with a global team of developers to build and maintain scalable, secure, and automated infrastructure
• Ensure the reliability and performance of cloud-based systems
• Design, implement, and maintain CI/CD pipelines using Azure DevOps
• Manage cloud infrastructure primarily in Azure to ensure scalability, security, and high availability
• Automate infrastructure provisioning and configuration using Infrastructure as Code (IaC) tools
• Monitor system performance and implement alerting and logging solutions
• Collaborate with developers to optimize deployment workflows and troubleshoot issues
• Create and maintain technical documentation and support release deployments

Senior DevOps Engineer

Marketing

• Creating, editing and packaging content, including videos, infographics, e-guides, sales brochures and more
• Conducting customer interviews to generate compelling testimonials and success stories
• Developing concepts and unique content that will feed into strategic marketing campaigns spanning across multiple touch points; ensuring content maps to programs for lead generation
• Working closely with marketing associate on creating content for webinars
• Creating a compelling and lead generating content for the company website
• Managing all customer and prospect communications; working closely with email specialist to create ideas, flow and approve content for nurture emails, drip campaigns and email cadences
• Creating and managing design projects for major content pieces, events, and website initiatives; utilizing an outside designer and ensuring prompt project delivery
• Building and developing relationships with internal cross functional teams, particularly product, sales, professional services and customer care teams
• Creating content for yearly customer conference and seminars

Marketing Manager

• Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service.
• Build trusted advisor relationships with key operational leaders at client organizations.
• Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities.
• Strategically focus on ensuring the overall success and retention of Optimal Blue clients.
• Monitor and assessing the health of client relationships through data, leading indicators, and direct engagement.
• Drive the utilization of product features and capabilities to ensure clients achieve the highest ROI.
• Formulates and manages an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client.
• Own forecasting and prioritization for client renewals within assigned accounts.
• Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services.
• Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships.
• Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests.
• Create referenceable customers through case studies, reference calls, and speaking engagements.
• Stay informed about new release changes, new products, and industry trends.
• Available for travel to customer on-sites, executive meetings, and conferences (approximately 15% of the time, including overnight stays).

Client Success Manager

• Support existing IDS Marine customers by providing product walkthroughs, best-practice guidance, and solution optimization.
• Take on and support customer projects as assigned by the Director of Marine Dealer Relations.
• Conduct technical and functional demos for prospective dealers.
• Assist Sales and Relationship Managers during discovery sessions to understand dealer processes and requirements.

Client Success Specialist

Growth Marketing

• Plan, launch, and optimize multi-channel marketing campaigns that support short-term growth goals
• Manage and execute growth-focused webinars and virtual events, applying best practices to maximize engagement and conversion
• Develop and distribute growth-oriented content across channels to drive engagement and opportunity conversion
• Organize and maintain marketing assets for scalable and consistent use across campaigns
• Apply SEO, SEM, and web form strategies to enhance visibility and lead generation
• Strategize, purchase, and optimize paid media aligned with business objectives and budget; analyze performance data to refine tactics
• Leverage organic and paid social media strategies to amplify campaign reach and engagement
• Utilize platforms like Google Analytics, HubSpot, and other automation tools to improve campaign performance
• Design and execute A/B tests to optimize messaging, creative, and conversion rates
• Analyze marketing performance data to uncover insights and inform ongoing strategy.

Growth Marketing Specialist

Customer Advocate

• Responsible for high-level relationship management for one or more assigned clients.
• Serves as the primary management contact and client liaison.
• Identifies areas where continuous improvements can be applied.
• Manages operational aspects of projects and is responsible for the oversight of vendors and subcontractors.
• Leads the sales effort for incremental revenue opportunities and contract renewals.
• Represents the enterprise to the client and the client to the enterprise.
• Maintains contact with client at an executive level, focusing on the strategic nature of the relationship.

Client Success Advocate – Relationship Manager II

Financial Planning and Analysis

• Manage the overall business P&L and full cycle accounting processes
• Work alongside the Corporate accounting and finance integration team
• Analyze monthly results to provide insights into forecast variances
• Provide management team with clear and actionable insights
• Partner closely with the Senior Leadership Team
• Take ownership of the credit agreement management
• Run a disciplined AR management process
• Support the President and management team in preparing material for quarterly strategic reviews
• Participate in weekly management calls
• Collaborate with business units in the same portfolio
• Lead and develop a team of offshore resources

Director of Finance

Account Executive

• Achieve a minimum of 12 new customers annually in assigned territory.
• Conduct their own high-level overview demonstrations with prospects and customers.
• Manage all new sale and full system upgrade deals within respective territory.
• Conduct outbound calls to all competitive prospects in your Target Market area and have meaningful engagement meetings
• Prospect by phone and in person to develop 5 new self-generated qualified leads per month, exclusive of Marketing & BDR generated leads.
• Conduct at least 12 qualified demos per month (could include remote/virtual if required )
• Maintain 100% compliance with usage of tools such as CRM, Quoting tools, etc.