Client Success Manager

Summary

Jonas Software provides enterprise management software solutions across a wide range of vertical markets. InReach is seeking an experienced Client Success Manager to support high-touch accounts, manage platform implementation tasks, maintain strong client relationships, identify upsell opportunities, and collaborate with product management and engineering teams.

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

Skills

• High school or equivalent
• Client Success Management experience: 3 years or more
• 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
• Data entry: 1 year (preferred)
• Sales experience: 1 year (preferred)
• Familiarity with HTML and CSS preferred, but not required

Qualifications

Must Haves

• High school or equivalent
• Client Success Management experience: 3 years or more
• 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

Nice to Haves

• Data entry: 1 year (preferred)
• Sales experience: 1 year (preferred)
• Familiarity with HTML and CSS preferred, but not required

Benefits

• Remote/work from home setup
• Health benefits
• 401K / Stock opportunities