SBI, The Growth Advisory

Customer Success Manager

• Supporting New Logo Subscription Pursuits: As a member of a prospective client’s engagement team, support the administrative and project management work associated with more complex pursuits of new subscription business - including but not limited to processing legal paperwork & DPAs, managing client communication at all levels, and scheduling follow-up meetings between the client & other members of the SBI team.
• Client Onboarding: Prescriptively and assuredly educate clients how to best leverage SBI’s advisory services and ensuring a fast start to engagements.
• Relationship Building: Working alongside a Growth Advisor, CSE will forge relationships with Sales, Customer Success, and Marketing Leaders across all levels and functions within an organization.
• Account Retention and Development: In partnership with Growth Advisor, the CSE will ensure we are continually up-to-date on client priorities and orchestrate SBI resources to aid client in executing on their revenue growth journey.
• Ensure Client Value and Impact: Responsible for ensuring Clients are engaged and satisfied with the service. Monitor client engagement and health score and interject when engagements or activity ebbs.
• Proactive Servicing: Run proactive client outreach program to ensure SBI is top-of-mind for users. Continual education on new research, tools, and assets to engage with based on client need.
• Wayforge & Advisory Platform Engagement: Educate and demonstrate the functionality and features of SBI’s Wayforge AI-enabled platform to drive engagement and value for the client. This will include setting up platform access, providing tutorial, uploading content to My Growth Plan, and introducing new features as they roll out.
• Client Networking and Concierge Services: Proactively drive clients towards networking opportunities – both structured and ad-hoc. While supporting clients in accessing SBI’s network for job opportunities or career advice.

Client Success Executive