Act as a “preferred CSM” to approximately 100 accounts assigned to CSM Team, serving as the main point of contact for the customer, our executive team, and any internal partners regarding these accounts
Commit to exceeding customer expectations, maintain long-term, senior-level relationships with your account’s POCs, take ownership of challenging customer situations, manage them effectively, and see them through to resolution
Guide customers to maximize their business through an intimate understanding of the ServiceTitan platform, with the ability to resolve complex issues and create comprehensive, customer-facing value plans to demonstrate ROI of ServiceTitan to key stakeholders
Act as the primary point of contact for customer inquiries and issues, working closely with internal teams to drive timely resolutions
Proactively reach out to customers through phone calls and written communication to understand their goals, and roadblocks, and ensure their needs are met
Utilize data to track customer success metrics and leverage user engagement data to design targeted campaigns that proactively engage with customers who are not utilizing key features of ServiceTitan vital to achieving their desired outcomes
Monitor account health and flag risk behaviors to engage with customers proactively before escalations or churn risks arise and own and defuse challenging customer situations
Provide training and guidance to customers, ensuring they utilize our software effectively, drive customer engagement in webinars, ember, spark or community
Seek ways to improve customer satisfaction and raise customer advocacy (NPS), by finding new ways to continuously improve our customers’ experience, both in the use of our product and through improved internal processes
Break down complex issues and stay highly organized in managing customer accounts, ensure timely follow-ups, and document interactions
Monitor customer usage and engage in renewal discussions (both core and pro products) to ensure long-term satisfaction, and account retention and maximize up-selling and cross-selling opportunities
Gather and relay customer feedback to the product and development teams for continuous improvement
Identify opportunities for customer advocacy, such as success stories, the torch network, and referrals.
Requirements
2+ years in customer-facing roles, customer success/account management, and/or sales experience preferred
A customer value, ROI, and business outcome-driven mindset
Skills in product training, and comfortable “re-re-selling” the customer on ServiceTitan
Strong de-escalation and problem-solving skills
Highly skilled in written and verbal communication
Proven ability to multi-task and manage multiple projects at a time with strong attention to detail
Self-starter that thrives in an entrepreneurial, fast-paced environment with the demonstrated capacity to lead, motivate and work well with others
Quick thinking, fast learning, and solution-oriented, with an ability to think outside the box and see things through to resolution
Self-motivated and able to work effectively in a remote setting
Highly organized and detail-oriented
Project management skills and experience are a plus
Exceptional organizational and time management skills
Empathetic with a customer-focused approach
Passion for phone-based customer interactions
Preferred: Project management, Sales, Data or Business performance analytics, Operational use of SalesForce, Gainsight, and Tableau
Highly proficient in ServiceTitan workflows and best practices