Perseus Group, Constellation Software

Client Success Manager

Perseus Group, Constellation Software

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $73,600 - $110,400 per year

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 for new employees
  • sick time based on state requirements
  • 8 Company-paid holidays
  • 2 personal holidays per year

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
client successaccount managementconsultingcommercial transactionsnegotiatingclosing dealscreating proposalsdelivering presentationsdata analysisROI assessment
Soft skills
customer servicerelationship buildingstrategic focuscommunicationcollaborationproblem-solvingsynthesizing informationpersuasionadaptabilityclient advocacy
Certifications
Bachelor's degree