Ricochet360

Customer Success Manager

• Serve as the main point of contact for portfolio clients
• Monitor clients’ health, detect risks and proactively address concerns
• Provide an excellent onboarding experience to new customers
• Communicate with client and internal stakeholders
• Identify and manage project work structure, tasks, deliverables, milestones, and dependencies
• Interface with clients and the business team to determine solutions to problems
• Create, manage and organize project documentation
• Ensure that all project work is reviewed and meets quality & accuracy requirements
• Analyze project success vs. challenges to improve on processes to make each new project more successful than the last
• Think outside the box! Identify workarounds to achieve our goals

Client Success Manager

Account Executive

• Prospect to build top of funnel
• Demo and convert target prospects into new customers
• Negotiate maximum value for each transaction
• Exceed personal sales targets and quotas

Client Success Manager

Senior Account Executive – SaaS