Phocas Software

Customer Success Consultant

Phocas Software

full-time

Posted on:

Location Type: Hybrid

Location: Costa Mesa • California • United States

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About the role

  • Drive structured onboarding, training, and proactive engagement to accelerate adoption
  • Develop and execute success plans aligned to customer business outcomes
  • Own churn, downgrade, and credit risk within assigned portfolio
  • Identify early risk signals and implement clear mitigation and recovery actions
  • Partner with AMs to maintain accurate retention forecasting
  • Lead meaningful customer reviews focused on value, ROI, and strategic alignment
  • Coordinate cross-functional resources to resolve issues and remove barriers
  • Maintain accurate CRM documentation, health scores, and engagement tracking
  • Share product feedback and insights to improve processes and customer journey
  • Operate with disciplined cadence and strong documentation standards

Requirements

  • Excellent relationship-building, communication, and facilitation skills
  • Strong problem-solving capability with ability to guide customers to outcomes
  • Highly organized and able to manage multiple accounts simultaneously
  • Confident delivering training and presenting to varied audiences
  • Proactive, curious, customer-first mindset with resilience under pressure
  • Strong documentation and operational discipline
  • Passion for technology, continuous learning, and alignment with Phocas values
Benefits
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability
  • Training & Development
  • Work From Home
  • Wellness Resources
Applicant Tracking System Keywords

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

Soft Skills
relationship-buildingcommunicationfacilitationproblem-solvingorganizationaltraining deliverypresentationproactive mindsetcustomer-first mindsetoperational discipline