Zylo

Client Success Manager

Zylo

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

Tech Stack

Cloud

About the role

  • Own and facilitate client operations: from implementation through renewal, ensuring clients realize business value and outcomes by utilizing Zylo’s solutions effectively.
  • Drive Zylo usage and adoption : Partnering with our clients to implement strategies based on the client’s outcomes and to ensure utilization of Zylo's solutions effectively.
  • Client engagement: Regular meetings and support to enhance understanding and usage of Zylo's platform. This includes one-to-one or one-to-many education, and support ticket creation/escalation and follow up through ticket closure.
  • Monitor account health: Leverage data and insights to proactively address risks and identify expansion opportunities.
  • Change management: Assisting clients in onboarding, managing and supporting turnover within an organization, and identifying gaps where opportunities are presented for consumption of the platform across personas.
  • Identify lifecycle activities: Proactively identifying renewal and upsell opportunities, collaborating with Strategic Account Executives (SAEs) and Managed Services team members.
  • Cultivate relationships: Building rapport with stakeholders and executives for growth and referrals within the organization and across verticals.
  • Insight creation: Summarizing account details and opportunities for actionable insights to be shared in monthly meetings, quarterly business reviews, and annual business reviews.
  • Participate in events: Engaging in webinars, corporate events, and marketing campaigns. Including but not limited to driving attendance, participating in events and onsite client visits.
  • Tactical assessment: Understanding financial and utilization data to educate clients and assist internal teams.
  • Knowledge management: Updating knowledge base articles (for both internal and external reference), and being a client advocate internally when focusing on product features and enhancements with marketing and product teams.

Requirements

  • 3+ years in a client-facing technical success role, serving as the primary point-of-contact, and experience rolling up your sleeves to find a solution to client problems
  • Experience in IT, Procurement, or SaaS space, working with cross-functional teams on cloud-based software purchasing, deployment, and/or management
  • Proven aptitude to collaborate and build strong relationships with clients and internal stakeholders
  • Impeccable communication skills that enable the ability to articulate complex concepts as well as tactfully and skillfully assist, convince and delight diverse stakeholders
  • Travel expectations: quarterly visits to HQ in Indianapolis, client travel as needed (<25%)
  • Nice to have: Experience working with large data sets, and extracting insights and anomalies from the data and shaping them into new client opportunities
  • Nice to have: Experience creating professional and eye-opening deliverables, utilizing graphics and charts to convey complex themes and insights
  • Nice to have: Ability to oversee multiple projects, across multiple clients in a fast-paced environment
  • Familiarity with these tools: Google Slides, Salesforce, Zendesk, Jira, Excel, Sisense
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