Role overview

Qualifications

Experience as Customer Success Manager
Experience in customer facing role at a B2B SaaS company
Interest in Accounting/finance
Experience with modern SaaS technologies

Responsibilities

Conduct onboarding calls with prospective customers
Proactively reach out to accounts in your pipeline
Create and maintain customer education materials
Document best practices for customer engagement

Key facts

Remote from: California (USA)
Full time
Customer Success Manager (CSM)
English

Hard skills

Account Management Technical Solution Design Customer Engagement Customer Success Management Software As A Service (SaaS) Video Production Slack (Software)

Other skills

Communication
Collaboration
Problem Solving
Time Management

About the company

Veracity Software Inc

The definition of Veracity is accuracy and habitual truthfulness. This truly defines our brand in simplistic terms. At Veracity, we believe in doing everything in the ‘Right Way’, which means you have to challenge your own innovations and solutions all the time. Our strength lies in our employees, and with the right blend of business and technical expertise, we set the bar high for Veracity. From inception, Veracity focused on building cloud based SaaS solutions while using the latest and most advanced technology stack. We have delivered cloud based customized solutions and services to various clients across both North America and India. We have a global headquarter in Woodbridge, NJ while our offshore office is in Pune, India. We believe in bringing Global talent together, which helps us in delivering cost effective, yet highly scalable and efficient solutions. With the vision of trying to be one of the trusted IT partners as well as one of the most respected solution providers with an onsite/offshore model, Veracity is equipped with the right set of highly skilled individuals who have expertise in delivering the most effective business services and solutions for our clients. Veracity’s mission is to become the Trusted IT Partner for various businesses across globe.

Company details

Company size51 - 200

Links

Website LinkedIn See all jobs

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Job description

Customer Success Manager

San Francisco, California (Remote)

Full Time

Onboarding Prospective Customers

Conduct onboarding calls with prospective customers, train them to use the product, complete technical implementation steps, and help them realize value quickly
Coordinate with Account Executives to identify any red flags that would hinder the prospect from subscribing to Keeper
Maintain a high conversion rate from Free Trial to subscribed customer (80-85%)

Expansion of Existing Accounts

Proactively reach out to accounts in your pipeline to ensure they're continuing to reach their goals and respond to inbound support inquiries in a timely manner
Create and maintain customer education materials: record video feature overviews and write user guides for content-driven email sequences
Drive expansion revenue of existing accounts in your pipeline (increase MRR)

Internal Team Processes

Document best practices, creating templates for customer engagement at key milestones for various user personas
Help the team iterate to find the most efficient internal processes that reduce friction and best help our customers succeed

Screening Questions – Explain in detail for below questions.

Full Name:

Degree Major with University and Completion year?

Total experience as Customer Success Manager?

Total experience with customer facing role at a B2B SaaS company (early stage is preferred)?

Total experience with worked on large/enterprise level accounts?

Total experience with Accounting/finance experience is preferred; interest in learning the space?

Total experience with modern SaaS technologies such as Slack, Notion, Hubspot and/or Salesforce?

Total experience with navigate and teach customers about complex software products?

Are you Interested in working at a startup and taking on additional responsibilities ?

Contact Number:

E mail Id:

LinkedIn Id:

Full Address (Street, City, States, Zip Code Required)

Notice period: (in weeks):

Current work authorization status:

Expected Salary?

Are you ready to relocate on your own expenses and work at San Francisco, California (Remote)?