Customer Success Associate (Req #1421)

ePlus Technology, inc.; North Carolina; On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

ePlus Technology, inc. is seeking a Customer Success Associate to manage the customer experience for a mid-sized portfolio. You will maintain strong client relationships, lead reviews, and coordinate with delivery teams to ensure optimal value and satisfaction.

You will drive renewals, support upsell opportunities, and provide data for change orders while collaborating with Sales and Project Management to ensure a seamless onboarding and ongoing service experience.

Qualifications

• Minimum 2–4 years in a client-facing role (Customer Success, Client Services, Account Management, or Technical Support)
• Proven ability to deliver quality customer-facing presentations
• Proficiency with Microsoft Excel, PowerPoint, Outlook, Cisco Webex, and Teams
• Strong customer service and relationship management skills
• Analytical skills to monitor account health and usage metrics
• Ability to manage multiple priorities in a dynamic environment
• Relevant degree and/or professional qualifications
• Project management experience is a plus
• Understanding IT infrastructure and services is beneficial

Responsibilities

• Establish strategic partner relationships with assigned clients and drive value of ePlus products
• Hold regular client meetings to review incidents, changes, and needs
• Coordinate with annuity services partners and complete partner scorecard processes
• Track customer satisfaction and manage recovery efforts as needed
• Serve as customer advocate for escalations and develop corrective action plans
• Lead annual customer performance review meetings with client stakeholders
• Collaborate with sales to identify upsell opportunities within the portfolio
• Provide data for account reconciliation and change order quotes

Skills

Client relationship management

Presentation skills

Analytical thinking

Multi-tasking

Independent worker

Communication

IT service awareness

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

PowerPoint

Outlook

Cisco Webex

Microsoft Teams

Job description

Overview

As a Customer Success Associate (CSA), you will be accountable for managing the customer experience and satisfaction of managed services delivery to a mid-tier set of client accounts and for the overall service relationship. You will promote the continuous improvement of productivity, service quality, and customer satisfaction, while focusing on customer retention and helping customers receive the optimal value of services delivered.

Your Impact

The essential functions of this position include:

• Establish a trusted and strategic partner relationship with each assigned client; drive continued value of ePlus products and services
• Hold regular client meetings to review incidents, changes, and address specific customer needs and concerns – target cadence bi-weekly or monthly
• Engage and manage strategic 3rd party annuity services partners, including the execution of the semi-annual process of completing the partner scorecard and corresponding customer survey
• Track and communicate customer satisfaction to all team members and manage recovery efforts when appropriate
• Take ownership and role of customer advocate for sensitive customer issues and escalations, including the development and execution of root cause analysis and related plans for corrective action
• Execute semi-annual customer survey for assigned annuity services customers
• Align with assigned ePlus project manager and other team members to help provide optimal customer experience throughout on-boarding process
• Host go-live meetings with new customers; deliver signed start-of-service letters to billing
• Work with customers to maintain key customer information such as contracts, escalation lists and location data
• Responsible for preparing for and leading annual ePlus customer performance review meeting, which includes participation from multiple levels of the customer’s organization and other members of the ePlus Team
• Manage communication and handoff for non-managed services issues and concerns, ensuring customers experience a full-service, or one-service mentality
• Collaborate with sales teams to identify potential upsell opportunities within assigned customer portfolio – engage Business Development Executive and/or Account Executive for appropriate actions
• Provide data to Business Development Executive for account reconciliation (change orders/true ups) on a regular basis and as required by the business
• Provide necessary data in support of quotes and contracting of Change Orders
• Performs other duties as assigned

Qualifications

• Minimum 2 - 4 years of experience in a client-facing position (Customer Success, Client Services, Account Management, or Technical Support), preferably within an IT services or managed services environment
• Development and delivery of quality customer-facing presentations (in-person and virtually).
• Proficiency with Microsoft Excel, PowerPoint, Outlook, Cisco Webex, and Microsoft Teams
• Strong customer service, active listening, and client relationship management skills
• Demonstrated analytical skills with the ability to monitor account health, usage metrics, and reporting
• Results-oriented with high emotional intelligence and the ability to manage multiple priorities in a dynamic environment
• Demonstrate depth of operational services management expertise
• Able to work independently and as part of a dynamic team environment
• Relevant degree and/or professional qualifications
• Previous project management experience is a plus
• Understanding of IT infrastructure and services, including networking, business communications, security, wireless, SAN, and server management is a plus.

Position Specifics

The initial base salary range for this position is expected to be between $60,000 and $75,000 annually. The final base salary offered will be determined by multiple factors, including, but not limited to, job-related knowledge, depth of experience, skills, certifications, and geographic location. In addition to the base salary, our compensation structure may include other components such as commissions and discretionary bonuses.

ePlus offers a full range of medical, financial, and/or other benefits (including 401(k) eligibility, employee stock purchase program and various paid time off benefits, such as vacation, sick time, and personal leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an offer of employment is extended.

If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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Who We Are

At ePlus, we believe technology is a people business. Our team is passionate, skilled, and driven to deliver solutions that make a real difference. Join us and be part of a culture that values collaboration, innovation, and extraordinary results.

Corporate Values

• Respectful communication and cooperation: We prioritize respectful communication, fostering an environment where everyone is treated with dignity and respect.
• Teamwork and employee participation: Collaboration and teamwork thrive through diverse perspectives, both within our teams and in our interactions with our customers.
• Work/life balance that supports our employees’ varying needs: We value the well-being of our employees, recognizing that a healthy work-life balance is pivotal to our collective success.
• Embracing communities: We embrace and support the communities that nurture us. Our employees’ dedication to fostering positive change is a source of immense pride for us.

Commitment to Diversity, Inclusion and Belonging

• We are an equal opportunity employer that does not discriminate or allow discrimination based on race, color, religion, sex, sexual orientation, gender identity, age, national origin, citizenship, disability, veteran status, or any other classification protected by federal, state, or local law.
• ePlus is dedicated to fostering, cultivating, and preserving a culture that represents diversity, enables inclusion, and makes our employees feel comfortable bringing their full, unique selves to work.

Physical Requirements

• While performing this role, you will engage in both seated and occasional standing or walking activities. We provide reasonable accommodations, in accordance with relevant laws, to support success in this position.
• By embracing our values, you will contribute to our collective mission of making a positive impact within our organization and the broader community. We understand that this job description serves as a guide and is not an employment contract.

ePlus maintains a California Consumer Privacy Act (CCPA) Privacy Notice on our Trust Center, available here: CCPA Privacy Notice.

Notice to Recruiting Agencies: ePlus only accepts unsolicited resumes when presented directly by a candidate. Unsolicited resumes submitted to ePlus from any other source will be considered ePlus property and will not qualify for any placement or referral fees. ePlus will only pay such fees in connection with a valid written agreement between ePlus and the referring agency, and then only after providing advance written approval to the referring agency to submit resumes in connection with a particular opportunity.