ProFinda

Customer Success Manager

• Serve as the core relationship owner for a defined book of high-value accounts.
• Take ownership of the contract renewal strategy, beginning discussions 90-120 days out.
• Help design and scale a repeatable, best-in-class Customer Success function.
• Develop and maintain a "Client Health Dashboard," tracking license saturation, utilization metrics, and risk factors.
• Work closely with the Enablement team to diagnose adoption challenges and ensure customers are achieving their defined business outcomes.
• In close collaboration with the Enablement Leads, act as the strategic conduit between the customer and our Product team, filtering feature requests through a lens of business impact and strategy rather than just volume.
• Provide accurate revenue forecasts and 6-month outlooks to leadership.

Senior Customer Success Manager

Account Manager

• Identify, develop, and manage strategic partnerships with enterprise clients, professional services firms, and ecosystem partners (e.g. SAP, Google Cloud, SWA, Workday, system integrators).
• Build and execute partnership strategies that drive revenue growth, expand market reach, and enhance ProFinda’s position within the workforce optimization space.
• Serve as the main point of contact for strategic partners, ensuring alignment on goals, roadmaps, and joint go-to-market initiatives.
• Collaborate cross-functionally with Sales, Marketing, Product, and Customer Success teams to drive value from each partnership.
• Negotiate and manage partner agreements, ensuring mutually beneficial terms and clear performance expectations.
• Track, measure, and report on partnership performance, pipeline influence, and business impact.
• Represent ProFinda at industry events, partner meetings, and joint customer sessions, helping to build long-term credibility and brand awareness.
• Stay informed on market trends, competitive activity, and industry dynamics to proactively identify new partnership opportunities.
• Support account growth by helping partners navigate ProFinda’s platform and value proposition, particularly in resource optimization, AI scheduling, and workforce planning.

Head of Strategic Partnerships

Community Manager

• Develop and execute event and community strategy to engage with target audiences and build brand presence.
• Lead strategy and execution of in-person events, managing lifecycle from conceptualization to evaluation.
• Own webinar series, host webinars, and partner with brands for engaging content.
• Design and execute nurture campaigns for pipeline expansion.
• Identify and execute marketing initiatives with key partners to increase brand awareness and generate sales opportunities.
• Lead community-focused projects to foster engagement and knowledge-sharing.

Senior Customer Success Manager

Head of Strategic Partnerships

Campaign & Community Marketing Manager