Director of Enterprise Customer Success Managers
Criteria Corp
Client Success Manager
Perseus Group, Constellation Software
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $73,600 - $110,400 per year
Job Level
Mid-LevelSenior
About the role
- 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).
Requirements
- Bachelor's degree or an equivalent combination of education, training, and work experience.
- At least 3 years of experience in a client-facing role such as Client Success function, account management, consulting, or client services role.
- Proven business experience and demonstrated technical capabilities.
- Experience working with mortgage lenders highly preferred.
- Ability to execute commercial transactions, including pitching, negotiating, and closing deals.
- Passionate about enhancing client experience and dedicated to customer satisfaction.
- Enjoys the process of selling without necessarily focusing on selling a product.
- Skilled in creating and delivering persuasive proposals and presentations.
- Capable of synthesizing complex information and presenting it clearly and concisely.
- Possesses a blend of business and technical acumen, able to contribute value in discussions on both technology and business strategy.
Benefits
- medical
- dental
- vision
- basic life insurance
- short/long term disability
- 401(k) participation (with company match)
- 10 days of vacation
- sick time based on state requirements
- 8 Company-paid holidays
- 2 personal holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client successaccount managementconsultingclient servicescommercial transactionsnegotiatingclosing dealscreating proposalsdelivering presentationsdata analysis
Soft skills
customer servicerelationship buildingstrategic focuscommunicationsynthesizing informationpersuasionproblem-solvingcollaborationadaptabilityclient advocacy
Certifications
Bachelor's degree
