CSM SUPPORT HUBSPOT

Resumen

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.
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