Solutions Metrix

Customer Success Manager

• Lead the architecture and configuration of our CRM platform to match our internal sales, pre-sales, and delivery workflows.
• Build custom objects, fields, pipelines, and automation rules that reflect how our teams operate.
• Design dashboards and reports giving leadership real-time visibility into revenue, pipeline health, and client engagement.
• Document current internal processes and identify friction points where CRM can reduce manual work or improve data quality.
• Automate repetitive tasks to free up consultant and sales time.
• Conduct needs analysis sessions with each internal team to surface requirements and prioritize roadmap items.
• Act as the primary point of contact for CRM-related questions, issues, and enhancement requests.
• Develop role-specific training materials and deliver onboarding workshops for all internal users.
• Define and enforce data entry standards, naming conventions, and hygiene processes.

CRM Consultant

Client Partner

• Serve as primary relationship owner for assigned accounts across all business needs.
• Develop trusted advisor relationships across executive and operational stakeholders.
• Establish and maintain account engagement plans and communication cadence.
• Conduct regular business reviews (QBRs/EBRs) to assess value realization and future priorities.
• Act as internal advocate for client needs and expectations.
• Monitor client satisfaction indicators and proactively address risk signals.
• Coordinate internal resources to resolve service, delivery, support, or escalation issues.
• Identify whitespace opportunities and emerging client initiatives.
• Generate qualified expansion opportunities and transition active selling motions to AE ownership.