Customer Success Manager
CurrentGuides the Customer during the SaaS solution quoting process, through ordering & installation, and post go-live support to ensure a desired Customer experience throughout. Coordinates and oversees the SaaS implementation and manages onboarding for Customers to ensure seamless execution. Work directly with Customers to develop implementation schedules and project plans to meet their needs. Organizes and conducts project kick-off meetings and distributes all specifications and project materials to the Customer. Develops and manages project plans (i.e. project schedules) to ensure project is progressing on time per schedule and communicates project plans including timelines, updates, changes regularly to Customer including identifying potential project delays. Conveys status of projects as requested by leadership and the Customer. Acts as escalation point for Customer or Field Service to urgently address questions. Escalates issues if unable to provide resolution ensuring smooth hand off to appropriate team member and a final resolution while maintaining transparency and managing expectations. Provides post-implementation support for Customers ensuring they are receiving value from the product and platform. This includes leading check-ins with Customers, webinars, and supplemental training.