Customer Success Manager
Current- Responsible for customer onboarding, training, and daily engagement, supporting SaaS end users and ensuring optimal platform performance and utilization- Collaborate with Director of Customer Success and COO to optimize business processes and enhance data management, activity monitoring, and performance analysis- Manage customer communications, tracking, and resolving issues promptly; oversee system operability, data integrity, and user experience- Design and produce weekly and periodic performance reports for clients, tracking lead volumes, delivery accuracy, conversion, and vendor analytics- Oversee customer and vendor onboarding, including API setup, monitoring, and troubleshooting to ensure seamless integration and data flow- Advocate for customers by providing product feedback, user insights, and helping shape the product roadmap in collaboration with the CEO, COO, and Dev team- Support sales and marketing initiatives: assist with digital marketing campaigns and trade show logistics- Maintain CRM prospect database, manage marketing outreach, and participate in sales demos