
customer success manager Remote
Job description
Basic Functions
- Manage the weekly Customer Success meeting agenda and take accurate meeting notes.
- Keep the Customer Success team calendar up to date with important events, meetings, and deadlines.
- Ensure the organization and hygiene of all Customer Success documents and collateral pieces.
- Submit tenancy requests for all new customers, ensuring a seamless onboarding process.
- Monitor the Support@avodah email inbox and handle customer inquiries promptly and professionally.
- Submit feedback and report bugs in ClickUp, our project management tool, to improve overall product performance.
- Assist the product team by managing requests for end-user emails and coordinating communication efforts.
- Create and execute enhancement release email campaigns using HubSpot, keeping customers informed of new features and improvements.
- Collaborate with the team to create and execute hot fix email content from HubSpot during critical issue resolution.
- Provide product support and assistance to customers when Customer Success Managers are unavailable.
- Handle the addition of patients/appointments to customer accounts on a case-by-case basis.
- Manage the addition of users to customer tenancy, ensuring proper access and permissions on a case-by-case basis.
- Monitor and update usage data in the scorecard, keeping track of customer engagement and success metrics.
- Conduct bi-monthly webinar training sessions for customers to enhance their product knowledge and usage.
- Facilitate product demos for the Senior Leadership Team (SLT) to showcase the capabilities and value of our solutions.
- Contribute to the creation of the Customer Success Handbook, documenting best practices, processes, and resources.
- Shadow Senior Customer Success Managers during welcome and discovery calls to expand your skill set and knowledge in the Customer Success Manager role.
Qualifications
- Strong organizational skills and the ability to manage multiple tasks and priorities effectively.
- Excellent written and verbal communication skills.
- Attention to detail and commitment to producing high-quality work.
- Proficient in using productivity tools such as Google Workspace, Microsoft Office, and project management platforms.
- Familiarity with customer support systems and email management tools.
- Comfortable working in a fast-paced and dynamic startup environment.
- Ability to work collaboratively with cross-functional teams and communicate effectively.
- Prior experience in a customer-facing role or customer success-related activities is a plus.
- Interest in technology and willingness to learn about our products and industry
We firmly believe in fair and equitable compensation practices and consider factors such as market t
