2 дня назад
Customer Success Executive (AI CRM)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Customer Success Executive (AI CRM): Managing strategic enterprise customer relationships across North America and driving adoption, value realization, retention, and account growth for an AI CRM and workflow platform with an accent on banking, credit union, and financial services customers. Focus on advising C-level stakeholders, auditing implementation delivery, identifying customer risks, and coordinating Sales, Delivery, Support, Product, and Partner teams.
Location: USA; candidates should be based on the U.S. East Coast, with Central Time Zone candidates potentially considered. Travel for customer meetings and onsite engagements may be required.
Company
is an AI CRM and workflow platform serving midsize and large organizations in more than 100 countries.
What you will do
- Maintain and develop long-term relationships with strategic Corporate and Enterprise customers across North America.
- Advise customer stakeholders, including C-level executives, and support business outcomes, product adoption, value realization, and ROI.
- Control and audit implementation delivery processes, identifying risks and red flags before launch or delivery issues occur.
- Develop customer success plans based on business priorities and identify opportunities for retention, cross-sell, and upsell.
- Coordinate with Sales, Delivery, Support, Product, and Partner teams to provide a consistent customer experience.
Requirements
- 3+ years of B2B Customer Success, Account Management, or Project Management experience with Enterprise accounts in the U.S.
- Experience working with banks or credit unions and understanding their business models, processes, and customer or member needs.
- Experience building customer relationships, driving adoption and value realization, supporting retention, and growing accounts.
- Strong executive-level communication skills and experience engaging senior and C-level stakeholders.
- Ability to navigate complex organizations, coordinate multiple stakeholders, and drive issues toward resolution.
- English required; travel for customer meetings and onsite engagements as needed.
Nice to have
- Experience with CRM, BPM, or low-code/no-code solutions.
- Experience overseeing complex technology implementation projects and identifying customer or delivery risks.
Culture & Benefits
- Clear career paths, mentorship, and continuous learning opportunities.
- Flexible work arrangements and initiatives supporting schedule management and well-being.
- Recognition for achievements and opportunities to make meaningful contributions.
- Innovative environment focused on modern technologies and new ideas.
- Competitive compensation and benefits, with the package varying by country of residence and employment type.
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