Principal Smb Client Success Manager (Level 3)
Current-Maintain the highest caseload of account assignment in Client Success department, with 55 clients totaling $4.8 Million-Averaged 4.98 in CSAT (client satisfaction) scoring for across clients-Proactively engage clients on goals to support purchase decision- work with clients to establish project plans for improvement, identify growth potential and confirm add-on opportunities, act as company advocate for client question, ensure renewals & build meaningful relationships with the administrators at the client. -Annual winner of Relias' "Get Stuff Done" value award for execution of tasks, account growth and commitment to ongoing renewals.-Participated in segmentation efforts- drafted email templates for use, created CTA Playbooks & Success Plans for Gainsight, goal indicators, business report/review decks & client collateral-Ongoing process improvement for creation of "tech touch" CSM model with review of current process, new automated email templates created for CSM use, creation of reporting/dashboard needs for tracking and supporting resources. -Create/maintain strategic guide resource as a collective CSM resource to track client metrics, improvement options, growth strategies and examples for CSM delivery-Conduct peer interviews with CSM candidates and provide personalized 1:1 training for all new hires in team through mentorship program-Participate in CSM-driven process improvement teams: creation of client facing training collateral and handouts, strategy training for internal audiences, engagement committee for staff morale and product testing hosted through platform team