Client Success Manager

results.com; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Results.com seeks a Client Success Manager in San Francisco to oversee onboarding through renewal, driving adoption and value across 800–1400 users. You will collaborate with Sales, Training, Technical Configuration, Marketing and Product to meet adoption targets and expand value from our platform.

Responsibilities include supporting onboarding, ensuring smooth handover, driving health checks, and expanding revenue via upsells while guiding customers to renew year after year.

Qualifications

• 5+ years of account management experience.
• Experience managing 800–1400 users.
• Familiarity with online presentations and selling.
• Passion for learning and a hard-nosed work ethic.
• Ability to work in a fast-paced startup environment.

Responsibilities

• Support the Onboarding team to completion.
• Ensure full handover from Onboarding.
• Ensure customers achieve adoption and success targets.
• Develop and implement an effective strategic account strategy through collaboration with other team members.
• Utilize Salesforce metrics and feedback to pro-actively reach out to clients whose engagement is dropping or below our targets.
• Arrange ongoing training and coaching sessions.
• Conduct periodic health checks and managing the contract rollover process.
• Drive additional recurring revenue through upsells of more users.
• Ensure that customers are vocal advocates who renew our relationship year after year.
• Identify and liaise with marketing to gain client advocate references and case studies.
• Obtain referrals for the sales team to follow up.

Skills

Account management

CRM

Online presentations

Self-starter

Startup environment

Tools

Salesforce

Job description

Job Description

The Results.com Client Success Management team oversees our customer experience from completion of Onboarding through to renewal and 100% adoption. The Onboarding team will do the heavy lifting post signed contract needed to rapidly help our clients adopt and deeply leverage the Results.com solution.

Post Onboarding, renewals and growth within the business to 100% adoption will be the Client Success Manager's primary responsibility. You will work closely with other Results.com teams besides Onboarding, including Sales, Training, Technical Configuration, Marketing, and Product to ensure customers meet their adoption targets and realize significant value from using our platform.

Measures of success will include both retention and expansion. The Client Success Manager will look for opportunities to expand our reach within customers adding new users, certifications or services to existing accounts. We are now targeting businesses with 50 to 100 employees. Often a new client will first bring on their leadership team of say 20 users, with a view to adding the rest of them later.

Your ultimate goal: To help Results.com hit its Recurring Revenue growth targets by retaining clients and expanding users within. To accomplish this, you’ll:

• Support the Onboarding team to completion, as required
• Ensure full handover from Onboarding
• Ensure customers achieve their adoption and success targets
• Develop and implement an effective strategic account strategy through collaboration with other team members
• Utilize Salesforce metrics and feedback to pro-actively reach out to clients whose engagement is dropping or below our targets
• Arrange ongoing training and coaching sessions
• Conduct periodic health checks and managing the contract rollover process
• Drive additional recurring revenue through upsells of more users
• Ensure that customers are vocal advocates who renew our relationship year after year
• Identify and liaise with marketing to gain client advocate references and case studies
• Obtain referrals for the sales team to follow up

Qualifications

Targets

• You will manage between 800 and 1400 users.
• Your rollover target will be 80%. Upsell targets will be 20%+ of your portfolio.
• There will also be targets relating to customer engagement levels.

Requirements

5+ years of account management, preferably virtually/online

Preferred skills:

• CRM (Salesforce or equivalent)
• Familiarity with online presentations and selling
• A passion for learning and a hard-nosed work ethic.
• Self-starter
• Someone who can work successfully and happily in a fast-paced, high-intensity startup

Additional Information

All your information will be kept confidential according to EEO guidelines.