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Client Success Manager & Salesforce Administrator

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

United States

Offer summary

Qualifications:

Bachelor's degree in business or related field, 3 years of experience in client success management, 2+ years of Salesforce experience, Project management experience preferred.

Key responsabilities:

Manage a portfolio of complex fraternal clients
Conduct regular business reviews and health checks

Billhighway Financial Services SME https://www.billhighway.co/

51 - 200 Employees

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Job description

Client Success Manager
Empowering Our Clients

Billhighway puts powerful solutions in the hands of hundreds of thousands of users of Billhighway, Chapter Spot, greekbill, and Impexium software suites. Our vision is to provide powerful solutions that help our non-profit clients improve the world.

Why people love working here:

Focus on personal and career development.
Competitive salary, benefits, and other forms of compensation.
Fresh approaches to using familiar skill sets and areas of expertise.
Caring, capable leaders.
Thriving culture powered by hybrid and remote team members.
Our vision: Provide powerful solutions that help our non-profit clients improve the world.
Our core values: Initiative, Collaboration, Reliability and Stewardship.

This role: A day and week in the life…

Manage a portfolio of complex fraternal clients throughout their lifecycle including onboarding, configuration optimization, training and proactively develop and implement strategies to drive client adoption, retention and expansion.
Conduct regular business reviews and health checks across multiple stakeholder levels (i.e., C-Suite, VP, Director) to drive satisfaction and desired business outcomes.
Develop success plans that outline client critical success factors, metrics for success, potential issues, and detailed recommendations.
Handle client inquiries with minimal guidance, complex client calls while maintaining positive client feedback, and mentoring new CSM’s on success.
Be a subject matter expert of our suite of solutions to Identify, nurture, and upsell opportunities to our clients evolving needs.

This role: You will be successful in this role if you…

Earned a bachelor’s degree in business, information systems, or related field.
Worked a minimum of 3 years in a client success management role managing a dedicated book of business, ideally in a B2B SaaS or technology company. Fraternal experience is a plus.
Project management experience preferred. Ideally working with Mid-market accounts.
Have a minimum 2+ years of Salesforce experience configuring the platform utilizing best practices. (Salesforce certification preferred but not required).
Can command the room when dealing with various stakeholders to show transformational value, turn a troubled client situation around, or optimize the solution based on their leading pain point.
Are well-organized, with high attention to detail and the ability to prioritize and time manage the successful execution.