Customer Success Managers within On Demand engage with customers at various milestones along the customer journey to protect revenue and create raving fans.
Engage in email communication and one-on-one interactions in thirty-minute to one-hour Zoom or phone meetings, including reviewing best practices, discussing activation and adoption strategies, facilitating crucial conversations, and resolving pain points or de-escalating situations.
Anticipate and tailor interactions to be completed within one to three touchpoints or evaluate customer's journey for placement within another part of the Toast Ecosystem.
Delve into technical and strategic initiatives, manage time effectively, optimize customers' time, and deliver an exceptional customer experience.
Shape a scalable customer success model; seek adaptability, flexibility, and change motivation.
Live customer interaction: run demos, deliver complex messaging in a simplified and concise manner, redirect or transition conversations to accomplish goals.
Self investment into technical knowledge growth to continuously support customers at scale.
Leverage data to make informed decisions on behalf of the customer and the business.
Diagnose customer issues, develop strategies, and leverage cross-functional partners.
Retain & grow SaaS revenue through consultative engagement and product recommendation by understanding needs of each customer, tech stack analysis & conversation; host demos and discovery calls.
Drive activation and adoption across Toast product suite by analyzing product module usage and leveraging internal tools, customer marketing strategies, and cross-functional teams to deliver presentations, demos, and facilitate trainings.
Execute downsell & churn saves motions: understand and document pain points, discuss contract terms, and enable customers to best use modules.
Maintain data entry, calendar hygiene, and report building as daily vital activities.
Confidently navigate all guest & POS modules and have a working knowledge of partners, EC & XC.
Act as the voice of customer by gathering feedback and insight to relay to internal partners and leadership.
Actively look for opportunities to operate at scale.
Requirements
2+ years of Account Management experience, responsible for customer satisfaction, churn mitigation and business operations
Case / Queue Management Experience - responsible for organization, data hygiene and prioritization management
Success operating independently and navigating competing priorities in a constantly changing environment
General technical proficiency using a variety of software
Proven track record of success in meeting and exceeding goals
Self starter & ability to work autonomously - ability to dive into complex customer scenarios and forge a path forward
Strong & Professional Virtual Presence - Excellent communication, organizational, and influencing skills (including written communication, negotiation and presentation skills)
Flexibility & adaptability - we move quickly and introduce change consistently - an open mind is key to success!
Problem solving mindset - critical & creative thinker and someone who thinks at scale - you towards the macro & are excited to work in a dynamic, fast paced environment.
1+ years of experience using a POS (Point of Sale) software, ideally in the service industry
Work or equivalent experience in Project Management role
Experience working in the tech industry or for a SAAS company
Experience with Salesforce CRM, Chilipiper, MS Office, G-Suite, and Slack