Customer Success Manager II
ExternalFull-timeOn-site3d ago
CRMDocumentationHubSpotSalesforce
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Responsibilities
- What will the person have to do within this position; What are the overall obligations of this position and describe regular results of the job; Outline what has to be achieved and how does it contribute to the overall Company / department / team
- Establish a consistent cadence of proactive communication to monitor product utilization, drive user engagement, and accelerate adoption.
- Conduct continuous needs-assessments to document each client's specific business goals
- Track progress against defined success milestones over the customer lifecycle.
- Monitor portfolio health metrics and usage data systematically to identify churn risks early
- Execute tactical intervention plans that secure contract renewals.
- Analyze account growth and operational patterns to identify, qualify, and surface expansion and upsell opportunities to the commercial team.
- Maintain accurate and up-to-date documentation of account health, engagement history, and retention forecasts within internal CRM systems for management review.
- Synthesize client feedback trends to advocate for product enhancements that improve the customer experience
- Efficiently redirecting technical support inquiries to the appropriate reactive channels
- COMPETENCIES & SKILLS
- Give an overview of the types of competencies and skills (technical and / or soft skills) you need your successful candidate to have, indicating level of competencies where applicable. Eg.
- Excellent written and verbal communication skills; adept at simplifying complex concepts.
- Empathetic mindset; skilled at identifying and resolving core client pain points.
- Proactive problem-solver; comfortable navigating ambiguous customer issues.
- Strong time-management; proficient in balancing portfolio outreach with administrative priorities.
- Collaborative approach; strong interpersonal skills effective across diverse teams.
- Proficient in leveraging AI tools and productivity software to streamline workflows, enhance communication, and synthesize account data.
- Composed and performance-driven; thrives in high-stakes environments with tight deadlines and competing priorities.
- Analytical; adept at interpreting usage data to proactively identify portfolio risks and implement solutions.
- Give an overview of the types of experience and qualifications you need your successful candidate to have; Do indicate level of competencies where applicable.
- Bachelor's degree in Business, Communications, Information Technology, Psychology or a related field
- Having 2 years working experience in customer-facing environment
- Demonstrated proficiency in juggling various responsibilities and projects concurrently
- Prior experience with customer success software or CRM platforms (such as HubSpot or Salesforce) is considered an advantage
Benefits
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Company Intel
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