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Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Develop and implement a customized success plan for each client, with clear goals, timelines, KPIs, and action items.
- Regularly check in with clients to monitor progress, address challenges, and adjust strategies as needed.
- Act as the primary point of contact for clients, fostering long-term relationships and continuously enhancing their experience.
- Collaborate with clients to maximize the value of their Success Points and provide guidance on available resources and services.
- Support client teams by coordinating access to premium education content for administrators and end-users.
- Conduct onboarding sessions to introduce clients to available educational resources, ensuring they are well-equipped to make the most of our products.
- Be the Voice of the customer (VoC) and their internal advocate, gathering and understanding feedback and data to improve their outcomes and the quality of their experience; Turn insights into action.
- Identify and drive new sales opportunities (up/cross sell through CSM qualified leads) in cooperation with your colleagues in sales.
Requirements
What you’ll need- Excellent communication skills, fluent in English (verbal and written), with an ability to convey complex information clearly to clients.
- Proven experience as a Senior Customer Success or Account Manager, or related role within a SaaS or software company
- Demonstrated ability to build and maintain strategic client relationships, with a focus on delivering exceptional service
- Strong understanding of customer success planning, KPI tracking, and action planning
- Proficiency in project management and an ability to multitask across various client needs.
- Familiarity with ERP, SaaS and financial processes is considered an advantage.
- Eager to learn and to continuously develop a structured & fact-based work approach
- With a strong work ethic and a high level of integrity
Benefits
Comp & perks- a culture built on trust - giving you the freedom and autonomy to be successful;
- balance - with our uncapped time off policy, remote working opportunities and Global Wellbeing Days when the whole company can switch off and prioritize well-being;
- talented colleagues, role models and mentors - work, learn and be inspired by some of the best talent in the software industry;
- a commitment to sustainability - with initiatives such as our Act4Good program, a way for everyone at Unit4 to come together and engage in actions that benefit society and the planet;
- a safe and inclusive working environment – supported by our Employee Resource Groups, which are open to all and include Women at Unit4, Pride at Unit4, Mental Health and Access at Unit4, and People of Color at Unit4.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer success planningKPI trackingaction planningproject managementmultitasking
Soft Skills
excellent communication skillsrelationship buildingexceptional serviceeager to learnstrong work ethichigh level of integrity
