The Customer Success Manager (CSM) is a vital role responsible for ensuring our new customers have a smooth and successful onboarding experience. You will be their primary point of contact, guiding them through the implementation process, training them on our platform, and fostering a long-term, positive relationship. This role requires a proactive, customer-centric approach, excellent communication skills, and a strong understanding of our product and services. Proficiency in HubSpot is essential.
Responsibilities:
- Onboarding & Implementation:
- Manage the entire customer onboarding process, from initial contact to go-live.
- Develop and execute onboarding plans tailored to each customer's needs.
- Conduct training sessions (online and potentially in-person) on theplatform.
- Proactively identify and address potential roadblocks to ensure a seamless implementation.
- Coordinate with internal teams (e.g., sales, product, engineering) to resolve customer issues.
- Payment Processing & Account Management:
- Assist new customers with credit card setup and payment application processes.
- Ensure accurate and timely processing of payments.
- Address customer inquiries related to billing and account management.
- Maintain accurate records of customer interactions and account information.
- Relationship Building & Retention:
- Build and maintain strong relationships with key customer stakeholders.
- Proactively check in with customers to ensure ongoing satisfaction.
- Identify opportunities to expand customer usage oF features.
- Gather customer feedback and share it with the product team.
- Contribute to customer retention efforts by providing exceptional service.
- HubSpot Administration & Reporting:
- Utilize HubSpot to manage customer interactions, track progress, and generate reports.
- Maintain accurate and up-to-date customer data within HubSpot.
- Create and manage workflows and automations within HubSpot to improve efficiency.
- Analyze customer data within HubSpot to identify trends and areas for improvement.
- Develop and maintain HubSpot dashboards to track key metrics.
- Other Duties:
- Contribute to the development of customer success best practices.
- Stay up-to-date on new features and functionality.
- Participate in team meetings and share knowledge with colleagues.
- Perform other duties as assigned.
Qualifications:
- Bachelor's degree in Business, Communications, or a related field preferred.
- 2+ years of experience in customer success, account management, or a related role.
- Proven ability to manage customer relationships and drive successful outcomes.
- Excellent communication, interpersonal, and presentation skills.
- Strong problem-solving and analytical skills.
- Proficiency in HubSpot is essential.Experience with CRM systems is a plus.
- Experience with payment processing and account management is preferred.
- Ability to work independently and as part of a team.
- Strong organizational skills and attention to detail.
- Passion for delivering exceptional customer service.
- Experience in the parking industry or related field is a plus.