Customer Success Manager

• Develop and deliver engaging training sessions/path for new and existing clients on our Plan & Build products.
• Assess client needs and tailor training sessions to address specific use cases and questions.
• Conduct one-on-one coaching sessions and group training workshops.
• Ongoing learning, and deepening that knowledge, of the suite of products and services offered and ongoing enhancements and new offerings and how they relate to customers.
• Gather feedback from clients post-training to continuously improve training content and delivery methods.
• Collaborate with our educational content creator to create training materials, including manuals, guides, and online resources, to support client learning.
• Track and report on training initiatives & client interactions and monitor client satisfaction using tech stack available (Salesforce, Copilot for Sales etc.).
• Assist clients in troubleshooting and resolving product-related issues during and after training sessions.
• Leverage internal tools to detect low engagement or churn risk and liaise with relevant stakeholders to establish mitigation plan.
• Ensure enhancement requests from clients are routed to product stakeholders.
• Stay informed about industry trends and best practices in customer care and training methodologies.

Customer Success Trainer

Customer Success Physicist

Customer Success Trainer