Senior client manager

Chicago, IL, United States

This requires a high level of product and industry knowledge along with effective account management skills

Extensive experience in a client-facing / account management role

Business savvy with consultative, problem solving, approach

Proven track record of success with a verifiable history of exceeding customer success goals

Experience with Salesforce (or other comparable CRMs), support, ticketing software systems and best practices

Proven ability to work in a fast paced, team centered work environment

Prior experience in SaaS, multifamily, or PropTech

Technical aptitude and ability to identify alternative solutions to customer issues

Ability to handle multiple, critical, high priority issues with a sense of urgency

Proficiency with Google Suite Products

Excellent communication verbal, written, interpersonal with strong active listening skills

Ability to demonstrate effective problem solving skills and strong client orientation

Detail-oriented and dependable, with a positive and inquisitive attitude

Ability to multitask, prioritize, and collaborate with cross-functionally

Exhibit a high degree of self-motivation, drive and a proactive nature

Bachelor's degree or higher

Three to five years of experience in a customer success role

A track record of providing excellent customer advocacy

Responsibilities The Senior Client Success Manager (CSM) is a senior-level position, delivering against agreed upon success plans with our clients by empowering the customer to minimize time to value and working cross functionally to drive initiatives internally on their behalf

We do this by driving enablement externally and advocacy internally

Senior CSMs manage a portfolio consisting of the largest and most high value customers

Proactively manage a portfolio of mostly Large (enterprise) customers

Develop and build strong relationships with key customer stakeholders and executive sponsors : steering committees, regular visits, reports, events

Partner closely with other cross-functional team members to translate business needs and product requirements into new solutions for customers

Proactively identify and escalate at risk clients and product issues

Ensure 95% call to action compliance

Provide a high level of actionable insight and data analysis to provide value for our customers

Participate in all team meetings and provide process enhancement feedback while evangelizing the culture and spirit of teamwork

Be viewed by clients as a trusted advisor that understands their business and have Zego can help impact key business results

Participate in POD and attend Sprint review meetings

Accurately documents and updates client records, support notes and interactions within the various software systems (Salesforce, Jira, etc)

Consistently meets personal / team goals and quotas

Develop and manage a book of clients from CSA covered segments

Mediate between clients and the organization

Qualifications This requires a high level of product and industry knowledge along with effective account management skills

Extensive experience in a client-facing / account management role

Business savvy with consultative, problem solving, approach

Proven track record of success with a verifiable history of exceeding customer success goals

Experience with Salesforce (or other comparable CRMs), support, ticketing software systems and best practices

Proven ability to work in a fast paced, team centered work environment

Prior experience in SaaS, multifamily, or PropTech

Technical aptitude and ability to identify alternative solutions to customer issues

Ability to handle multiple, critical, high priority issues with a sense of urgency

Proficiency with Google Suite Products

Excellent communication verbal, written, interpersonal with strong active listening skills

Ability to demonstrate effective problem solving skills and strong client orientation

Detail-oriented and dependable, with a positive and inquisitive attitude

Ability to multitask, prioritize, and collaborate with cross-functionally

Exhibit a high degree of self-motivation, drive and a proactive nature

Bachelor's degree or higher

Three to five years of experience in a customer success role

Real Estate industry experience

A track record of providing excellent customer advocacy

Responsibilities The Senior Client Success Manager (CSM) is a senior-level position, delivering against agreed upon success plans with our clients by empowering the customer to minimize time to value and working cross functionally to drive initiatives internally on their behalf

We do this by driving enablement externally and advocacy internally

Senior CSMs manage a portfolio consisting of the largest and most high value customers

Proactively manage a portfolio of mostly Large (enterprise) customers

Develop and build strong relationships with key customer stakeholders and executive sponsors : steering committees, regular visits, reports, events

Partner closely with other cross-functional team members to translate business needs and product requirements into new solutions for customers

Proactively identify and escalate at risk clients and product issues

Ensure 95% call to action compliance

Provide a high level of actionable insight and data analysis to provide value for our customers

Participate in all team meetings and provide process enhancement feedback while evangelizing the culture and spirit of teamwork

Be viewed by clients as a trusted advisor that understands their business and have Zego can help impact key business results

Participate in POD and attend Sprint review meetings

Accurately documents and updates client records, support notes and interactions within the various software systems (Salesforce, Jira, etc)

Consistently meets personal / team goals and quotas

Develop and manage a book of clients from CSA covered segments

Mediate between clients and the organization

About the role :

The Senior Client Success Manager (CSM) is a senior-level position, delivering against agreed upon success plans with our clients by empowering the customer to minimize time to value and working cross functionally to drive initiatives internally on their behalf...

The primary purpose of this role is to provide value and build interpersonal relationships that foster customers who are active promoters.

We do this by driving enablement externally and advocacy internally. To be successful, the CSM must have an in-depth knowledge of company products, services, partner integrations, client business practices and possess effective communication skills with a genuine desire to help others.

Senior CSMs manage a portfolio consisting of the largest and most high value customers. This requires a high level of product and industry knowledge along with effective account management skills.

What you’ll do here :

• Proactively manage a portfolio of mostly Large (enterprise) customers

• Develop and build strong relationships with key customer stakeholders and executive sponsors : steering committees, regular visits, reports, events

• Partner closely with other cross-functional team members to translate business needs and product requirements into new solutions for customers

• Proactively identify and escalate at risk clients and product issues

• Ensure 95% call to action compliance

• Provide a high level of actionable insight and data analysis to provide value for our customers

• Participate in all team meetings and provide process enhancement feedback while evangelizing the culture and spirit of teamwork

• Be viewed by clients as a trusted advisor that understands their business and have Zego can help impact key business results

• Participate in POD and attend Sprint review meetings

• Accurately documents and updates client records, support notes and interactions within the various software systems (Salesforce, Jira, etc)

• Consistently meets personal / team goals and quotas

• Develop and manage a book of clients from CSA covered segments

• Mediate between clients and the organization

• Manage client success to minimize churn

About you :

• Extensive experience in a client-facing / account management role

• Business savvy with consultative, problem solving, approach

• Proven track record of success with a verifiable history of exceeding customer success goals

• Experience with Salesforce (or other comparable CRMs), support, ticketing software systems and best practices

• Proven ability to work in a fast paced, team centered work environment

• Prior experience in SaaS, multifamily, or PropTech

• Technical aptitude and ability to identify alternative solutions to customer issues

• Ability to handle multiple, critical, high priority issues with a sense of urgency

• Proficiency with Google Suite Products

• Excellent communication verbal, written, interpersonal with strong active listening skills

• Ability to demonstrate effective problem solving skills and strong client orientation

• Detail-oriented and dependable, with a positive and inquisitive attitude

• Ability to multitask, prioritize, and collaborate with cross-functionally

• Exhibit a high degree of self-motivation, drive and a proactive nature

Bonus points if you :

• Bachelor's degree or higher

• Three to five years of experience in a customer success role

• Real Estate industry experience

• A track record of providing excellent customer advocacy

Last updated : 2024-01-28 Company information

Zego is a property technology company that modernizes resident experience management to boost retention, productivity, and NOI. Zego's mobile-first engagement platform for the residential real estate industry unifies the most critical resident touch-points into one app. Everything seamlessly integrates into your back-end system, from payments and utilities to communications and smart devices.Since its inception in 2003, Zego has grown from a payments provider to a comprehensive resident experience management platform. With more than 350 employees, Zego serves 6,000 residential real estate companies and over 12 million units nationwide. Zego is a company of Global Payments [NYSE: GPN] that provides financial technology services globally. Learn more about how Zego powers a better resident experience at gozego.com.

Transportation, Insurance, Technology, Automotive, Fintech, Transportation Technology, Insurance Technology, Shared Mobility, Mobility as a Service, On-Demand Delivery

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