Customer Success Manager (Req #1425)

ePlus inc.; Charlotte (NC); On-site; USD 75,000 - 120,000; Full time

Job summary

ePlus is seeking a Customer Success Manager (CSM) to manage the customer experience and service relationship across client accounts in a defined geography. You will drive service quality, inventory oversight, revenue alignment, and ongoing customer satisfaction while coordinating with sales and engineering to deliver value.

Responsibilities include regular client meetings, cross-team advocacy, quarterly business reviews, onboarding coordination, and upsell handoffs.

Qualifications

• Relevant degree and/or professional qualifications
• ITIL v.3 Foundations certification preferred
• Minimum 3 – 5 years of experience in a client-facing position
• Development and delivery of quality presentations
• Working with or for an IT managed services organization / company
• Able to work independently and as part of a fast-paced team environment
• Strong people management skills with strong communication abilities
• Strong client focus and high-level customer service expertise
• Demonstrate depth of operational services management expertise
• Strong development focus
• Systems and IT literate, including Networking, Business Communications, Security, Wireless, SAN and Server Management support, etc.
• Ability to travel to customer sites, typically within a 2-3 hour drive; overnight and air or train travel may be required on a limited basis

Responsibilities

• Develop strong relationships and teams, both with external customers and internal constituents
• Hold regular face-to-face client meetings, at least once every 4-6 weeks, with regular voice communications every 1-2 weeks, to ensure alignment
• Advocate customer needs and issues cross-departmentally
• Track and communicate customer satisfaction to all team members and coordinate recovery efforts, when needed
• Establish a trusted, strategic partner relationship with each assigned client and drive continued value of our products and services
• Lead and manage quarterly and/or semi-annual service business reviews
• Coordinate and align with 3rd party ePlus strategic annuity services partners on day-to-day issues and service business reviews
• Act as coordinator and customer advocate for difficult customer issues, including root cause analysis and a plan of corrective action in conjunction with engineering operations
• Welcome and act as a point of contact and coordinator for clients during the onboarding process
• Host go-live meetings with new customers; deliver signed start-of-service letters to billing contacts
• Work with customers to maintain key customer information such as contracts, escalation lists and location information
• Facilitate communications and handoffs for issues and concerns around non-managed services
• Work with sales teams to maximize account growth opportunities, including identification of upsell opportunities within the existing account base
• Manage handoff of upsell opportunities to the respective Business Development Executive and/or Account Executive for appropriate follow-up
• Provide data for account reconciliation (change orders/true ups) on a quarterly basis
• Provide necessary data in support of quotes and contracting of Change Orders
• Motivate and mentor team members

Skills

Client-facing

Relationship building

Communication

Independent worker

Education

Relevant degree and/or professional qualifications

ITIL v.3 Foundations certification

3–5 years of client-facing experience

Job description

Overview

As a Customer Success Manager (CSM) you will be accountable for managing the customer experience and satisfaction of Services delivery to client accounts, within a defined area of the customer base, and you will be accountable for the overall service relationship. You will promote the continuous improvement of productivity, service quality and customer satisfaction by focusing on improving resilience and customer service through inventory management, managing expectations, customer account revenue and customer satisfaction objectives.

Overview

As a Customer Success Manager (CSM) you will be accountable for managing the customer experience and satisfaction of Services delivery to client accounts, within a defined area of the customer base, and you will be accountable for the overall service relationship. You will promote the continuous improvement of productivity, service quality and customer satisfaction by focusing on improving resilience and customer service through inventory management, managing expectations, customer account revenue and customer satisfaction objectives.

Your Impact

The Essential Functions Of This Position Include

• Develop strong relationships and teams, both with external customers and internal constituents


• Hold regular face-to-face client meetings, at least once every 4-6 weeks, with regular voice communications every 1-2 weeks, to ensure alignment


• Advocate customer needs and issues cross-departmentally


• Track and communicate customer satisfaction to all team members and coordinate recovery efforts, when needed


• Establish a trusted, strategic partner relationship with each assigned client and drive continued value of our products and services


• Lead and manage quarterly and/or semi-annual service business reviews


• Coordinate and align with 3rd party ePlus strategic annuity services partners on day-to-day issues and service business reviews


• Act as coordinator and customer advocate for difficult customer issues, including root cause analysis and a plan of corrective action in conjunction with engineering operations


• Welcome and act as a point of contact and coordinator for clients during the onboarding process


• Host go-live meetings with new customers; deliver signed start-of-service letters to billing contacts


• Work with customers to maintain key customer information such as contracts, escalation lists and location information


• Facilitate communications and handoffs for issues and concerns around non-managed services


• Work with sales teams to maximize account growth opportunities, including identification of upsell opportunities within the existing account base


• Manage handoff of upsell opportunities to the respective Business Development Executive and/or Account Executive for appropriate follow-up


• Provide data for account reconciliation (change orders/true ups) on a quarterly basis


• Provide necessary data in support of quotes and contracting of Change Orders


• Motivate and mentor team members

Qualifications

• Relevant degree and/or professional qualifications


• ITIL v. 3 Foundations certification preferred


• Minimum 3 – 5 years of experience in a client-facing position


• Development and delivery of quality presentations


• Working with or for an IT managed services organization / company


• Able to work independently and as part of a fast-paced team environment


• Strong people management skills with strong communication abilities


• Strong client focus and high-level customer service expertise


• Demonstrate depth of operational services management expertise


• Strong development focus


• Systems and IT literate, including Networking, Business Communications, Security, Wireless, SAN and Server Management support, etc.


• Ability to travel to customer sites, typically within a 2-3 hour drive; overnight and air or train travel may be required on a limited basis

Position Specifics

The initial base salary range for this position is expected to be between $75,000 and $120,000 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. ePlus Benefits highlights can be viewed here.

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.

#IND1

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.

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