Drive customer success through strategic guidance and platform adoption to ensure long-term retention and satisfaction in a dynamic and diverse team environment.
Apply successes, best practices, and learnings from the experiences of Outreach customers to apply those to consulting with other customers
Partner with and influence key stakeholders on how best to achieve customer goals, removing roadblocks where necessary; this can range from product adoption, prioritization, or technical [handled directly or in partnership with internal teams]
Tailor communications to the audience by contextualizing customer data and positioning return on investment and the overall strategy
Champion the development and follow through on Value Plans that seed the success for your accounts across your book of business, including vetting alignment on these plans with your clients
Complete activities in the Outreach Operating Rhythm for customers to ensure satisfaction, engagement, and value from using the platform
Identify risks or barriers to client health, and provide targeted mitigation strategies to get the client “back to green”
Connect internal teams to maximize the customer experience – Product, Professional Services, Support, Sales, Marketing, and Leadership
Prioritize multiple projects at the same time, managing several internal / external stakeholders who have varying priorities ranging from business, technical, and organizational
Stay abreast of sales and revenue trends to increase your credibility in the industry, e.g. going to industry events, subscribing to blogs/podcasts, reading books, researching case studies
May partner with Account Executives in renewals and expansion; this includes taking a forward-looking view on upcoming renewals and enabling value driving programs early and often, while GRAE leads commercial conversations
Perform other duties as assigned
Bachelor’s degree in a related field, or the equivalent in work experience
Minimum of 5 years of CSM, Account Management, or related experience in SaaS supporting business transformation and driving customer outcomes with a complex software
Proven experience in growing/maintaining a book of 20-40 clients through driving adoption of tools and influencing customers
Domain knowledge in sales processes, sales execution, or go-to-market strategies
Strong strategic and critical thinking skills
Effective problem-solving skills
Effective time management and prioritization skills
Ability to synthesize data from multiple sources to make a decision
Self-starter/high sense of initiative
Effective active listening skills, with a desire to seek to understand
Strong emotional intelligence and empathy
Ability to build effective relationships
Strong communication skills, both verbal and written, with the ability to tailor communications to the audience as appropriate
Ability to set realistic goals and drive to those outcomes
Ability to navigate complex networks within an organization/Strong business acumen
Flexible Work Hours
Flexible time off
Free Meals & Snacks
Snacks and beverages in the Office, along with fun events to celebrate
Health Insurance
Generous medical, dental, and vision coverage for full-time employees and their dependents
Diversity and inclusion programs
Diversity and inclusion programs that promote employee resource groups like Outreach Women's Network, Latinx community, Outreach Black Connection, AAPI community, Pride/LGBTQIA+, Gender+, Disability Community, and Veterans/Military
Paid Parental Leave
A parental leave program that includes options for a paid night nurse, and a gradual return to work
Outreach builds a comprehensive AI Revenue Workflow Platform designed to enhance sales engagement and orchestration for global organizations. It empowers sales leaders with connected account visibility and performance insights, driving better forecasting accuracy and modernizing the sales process.
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Customer Success Manager Q&A's