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Client Success Manager

Role overview

Qualifications

  • High school or equivalent
  • Client Success Management experience: 3 years or more
  • Data entry: 1 year (preferred)
  • Sales experience: 1 year (preferred)

Responsibilities

  • Offer support for high touch accounts servicing legal, medical, and other industries
  • Manage tasks tied to the pre-, post-, and sustaining implementation of our InReach platform
  • Maintain positive and meaningful relationships with our Clients
  • Document and track all Client interactions in an organized way

Key facts

  • Remote from: United States
  • Full time
  • Client Success Manager
  • English

Hard skills

Other skills

  • Sales
  • Critical Thinking
  • Microsoft Office
  • Problem Solving
  • Organizational Skills
  • Communication
  • Social Skills
  • Time Management
  • Collaboration
  • Trustworthiness

About the company

Constellation Payments logo

Constellation Payments

Digital Payments & Money Transfer

At Constellation Payments, we are committed to driving growth within the Jonas Software organization, empowering and developing our diverse teams, and delivering exceptional support to our partners and merchants through innovative payment solutions and leadership in the FinTech industry. Founded in 2012, the company has quickly become a trusted payment technology and support partner to point of sale (POS) software providers representing a wide variety of verticals – including government entities, municipalities, moving and storage, club management, attractions, fitness, martial arts, event registration and hospitality management. The company is unique in that it hosts its own proprietary payment gateway and offers a full suite of integrated payment solutions including competitively-priced merchant processing accounts, recurring billing, tokenization, integrated EMV terminals, convenience fee logic and hosted payment pages. For more information or to have someone contact you, please email us at sales@csipay.com or contact us directly at 888.244.2160.

Company details

IndustryDigital Payments & Money Transfer
Company size11 - 50

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Job description

Job Description: 

Client Success Manager

InReach I Jonas Software

Remote USA

Position Summary

The Client Success team is looking to find an experienced service representative to help build and deliver a world class experience to our Clients. The Client Success Manager will also need to be keenly aware of client needs and be responsible for following through with upsell opportunities.

Responsibilities

  • Offer support for high touch accounts servicing legal, medical, and other industries and organizations

  • Manage tasks tied to the pre-, post-, and sustaining implementation of our InReach platform

  • Possess a Client-focused mentality to ensure the success of our Client’s continuing education programs

  • Maintain positive and meaningful relationships with our Clients by demonstrating integrity and building trust

  • In collaboration with Management, identify and provide ideas for improvements that are related to increased efficiencies, improved processes, and the overall success of the team

  • Document and track all Client interactions in an organized way

  • Provide pro-active service with the goal of delivering solutions and root cause analysis prior to Clients identifying upsell opportunities

  • Manage Special Projects as necessary

  • Maintain extemporary quality standards

  • Identify and communicate any threats, obligations and opportunities to the Manager and the Team

  • Work collaboratively with product management and engineering teams to enhance and fix bugs in the InReach platform

  • Drive revenue growth through organic growth and Back to Base sales

  • Perform other duties as assigned by the Manager

Typical Hours Required

This is a 40-hour per week, full-time role. Exact hours worked can be flexible, as long as they allow for the business and client needs to be fulfilled.

Job Qualifications

  • High school or equivalent

  • Client Success Management experience: 3 years or more

  • Data entry: 1 year (preferred)

  • Sales experience: 1 year (preferred)

  • Experience mentoring client service representatives or peers

  • Personal and professional commitment management experience including break and lunch schedule administration

  • Experience in a priority setting, being able to effectively prioritize tasks and handle multiple tasks simultaneously

  • Excellent organizing abilities, effective and clear written and verbal communication along with highly developed listening skills to clients and colleagues

  • Strong client focusorientation and critical thinking skills to resolve complex client concerns/issues on their own, solution-oriented mindset

  • Proven ability to maintain patience, composure, and have compassion to de-escalate difficult situations to resolve conflicts by both email and over the phone

  • Demonstrated interpersonal savvy, relates well to all kinds of people, able work effectively with client admins and all teams in the company

  • Understanding of the importance of informing clients and colleagues of time sensitive information

  • Demonstrated ability to apply critical thinking skills to identify and provide ideas for improvements that are related to increased efficiencies, improved process, and the overall success of the Team

  • Ability to understand the clients' business objectives and to identify opportunities to expand value through thoughtful recommendations

  • Desire to learn and grow, and collaborate with other members of the Team

  • Exemplary attendance record

  • Must demonstrate strong integrity and trust

  • Possesses a drive for exceeding revenue targets and goals

  • Intermediate to advanced Microsoft Office skills

  • Familiarity with HTML and CSS preferred, but not required

Benefits & Compensation

  • $25.00 per hour pay rate

  • Remote/work from home setup

  • Health benefits

  • 401K / Stock opportunities

#LI-VL1

Business Unit: 

Scheduled Weekly Hours:

40

Number of Openings Available: 

0

Worker Type: 

Regular

More About Jonas Software:

Jonas Software is a leading provider of enterprise management software solutions, serving a wide range of vertical markets including hospitality, healthcare, construction, education, personal care, fitness, leisure, moving and legal services, to name a few. Within these markets, Jonas is comprised of over 65 distinct brands, each a respected leader in its domain.

Jonas’ vision is to be the branded global leader across these verticals and to be recognized by customers and industry stakeholders as the trusted provider of “Software for Life.” We are committed to technology, product innovation, quality, and exceptional customer service.

Jonas Software supports over 60,000 customers in more than 30 countries. We employ over 6,000 skilled professionals, including industry experts and technology specialists. Across our broader network, we support a global workforce of more than 30,000 employees.

Headquartered in Canada, Jonas Software has a global footprint with offices around the world. We’re a 100% owned subsidiary of Constellation Software Inc., based in Toronto, publicly listed on the TSX (CSU.TO), and a member of the S&P/TSX 60 Index.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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