Customer Success Manager/Account Executive
CurrentEnsures customer’s needs and desired outcomes are met in a proactive way when using SageNet’s products and services. Primary focus is on customer’s engagement, strategic long-term relationships with both the customer and internal departments, and bettering customer’s profitability. Engagement – Understanding client’s needs, setting proper expectations and guidelines, realize roadblocks and create a calculated plan for customer success. Growth – Keeping open communication, offering and presenting on new products or services, expanding on open projects, developing key relationships with multiple departments within the company.Trusted Connections – Evaluating this client/SageNet partnership as a whole, assessing areas of improvement or change, reflecting on pros and cons of existing relationship and determining future goals/expectations. Responsible for the day-to-day operational interaction with assigned clients. Provide the direction and support for their operational colleagues and is a point of escalation for larger-scale issues when they arise. Form effective business partnerships with assigned clients, providing proactive service and ongoing consultative support and problem resolution.•Identifies opportunities and collaborates with the (SAE) to provide best solution•Prepares SOWs and SOFs and receives POs for sale of additional products and services•Resolves issues related to invoicing/payment, installation, operations, etc.•Works with the Project Manager to facilitate day-to-day Moves, Adds and Changes (MACs)•Manages contract renewal dates to help SAE insure renewals occur prior to expiration•Participates in planning and attends assigned client QBR’s•Requests referrals from existing customers and supports SAE sales efforts to secure new accounts•Ensures all appropriate actions are taken to maximize customer retention and growth•Assists the SAE in other sales-related activities as directed