Client Success Manager (R-20026)

18 hours, 36 minutes ago
Full-time
Senior
Customer and Technical Support
Dun & Bradstreet

Dun & Bradstreet

Dun & Bradstreet specializes in providing comprehensive business data analytics and insights, enabling organizations to enhance their sales and marketing strategies, manage global supply chains, and mitigate credit risks through nearly two centuries of...

Professional Services
5K-10K
Founded 1841

Description

  • Serve as the primary post-sales contact for customer value and impact discussions.
  • Coordinate Delivery, Onboarding, Implementation, Product, Training, Data Advisory, Technical, and Customer Service resources.
  • Document customer use cases, KPIs, product utilization, user adoption, and process flows.
  • Identify and coordinate customer training needs across an assigned portfolio supporting 4–5 Account Executives.
  • Ensure contracted products and services are delivered in accordance with or above agreed SLAs and KPIs.
  • Facilitate additional support, escalation, technology, content, implementation, and training resources as needed.
  • Promote customer participation in available industry knowledge sessions.
  • Back up Account Executives and Customer Success Managers with contract management, forecasting, and negotiation.
  • Demonstrate Finance Solutions products to customers when needed.

Requirements

  • Bachelor’s degree.
  • 5+ years of experience in sales, sales support, client service, or account management.
  • Experience using SFDC, KPI, BI Portal, OA/QTC, Sales Spot, and usage reporting systems.
  • Strong knowledge of enterprise products associated with business-unit solutions.
  • Strong written and verbal communication skills.
  • Ability to document process reviews and create high-level process maps.
  • 1–2 years of project management experience.
  • Understanding of CFO, CPO, CCO, and CMO personas.
  • Finance Solutions product certifications and demo experience preferred.

Interested in this position?

Apply directly on the company website

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