обновлено 10 дней 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 for an AI CRM and workflow platform with an accent on adoption, value realization, retention, and account growth. Focus on auditing implementation delivery, identifying customer risks, engaging C-level stakeholders, and supporting banks, credit unions, and other financial services organizations across North America.
Location: USA, preferably the U.S. East Coast; candidates in the Central Time Zone may also be considered.
Company
provides an AI CRM and workflow platform for midsize and large organizations, serving customers in more than 100 countries.
What you will do
- Build and maintain long-term relationships with strategic Corporate and Enterprise customers across North America.
- Act as a trusted advisor to customer stakeholders, including C-level executives.
- Control and audit implementation delivery processes, identifying risks and preventing launch issues.
- Help customers achieve product adoption, business outcomes, value realization, and strong ROI.
- Drive retention, zero churn, cross-sell, and upsell opportunities across the customer portfolio.
- Collaborate with Sales, Delivery, Support, Product, and Partner teams to provide a consistent customer experience.
Requirements
- At least 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.
- Proven success in building customer relationships, driving adoption and value realization, supporting retention, and growing accounts.
- Strong executive-level communication skills and experience working with senior and C-level stakeholders.
- Ability to navigate complex organizations, coordinate multiple stakeholders, and drive issues toward resolution.
- Ability to 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 personal well-being and productivity.
- Recognition of achievements and opportunities to make meaningful contributions.
- Culture focused on innovation, modern technologies, and new ideas.
- Competitive compensation and benefits, with the package varying by country of residence and employment type.
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