Analyze data from multiple sources to make recommendations, using knowledge, experience, and judgment to effectively guide and influence customer behavior.
Understand the relationship between objectives/goals and activities to respond effectively to what your customer needs versus what your customer asks.
Know and understand your book of business deeply: You know your customers, what they value, where they are in their maturity, and how to help them unlock their potential, and how those goals align to our value framework
Guide customers on the path to success in a consistent and regular manner, including anticipating/resolving risks, strategically tapping internal resources, and maintaining precise alignment on success criteria
Serve as a trusted advisor to your clients by being highly credible, able to engage internal and external stakeholders and align them to a shared vision.
Apply successes, best practices, and learnings from the experiences of Outreach customers to apply those to consulting with other customers
Tailor communications to the audience by contextualizing customer data and positioning return on investment and the overall strategy
Champion the development and follow through on Customer Success Plans that seed the success for your accounts across your book of business, including vetting alignment on these plans with your clients
Complete activities in the Outreach Operating Rhythm for customers to ensure satisfaction, engagement, and value from using the platform
Connect internal teams to maximize the customer experience – Product, Professional Services, Support, Sales, Marketing, and Leadership
Stay abreast of sales and revenue trends to increase your credibility in the industry, e.g. going to industry events, subscribing to blogs/podcasts, reading books, researching case studies
Partner with Account Executives in renewals and expansion; this includes taking a forward-looking view on upcoming renewals and enabling value driving programs early and often, while GRAE leads commercial conversations
Perform other duties as assigned
Requirements
Bachelor’s degree in a related field, or the equivalent in work experience
At least 10 years of CSM, Account Management, or related experience in SaaS supporting business transformation and driving customer outcomes with a complex software platform
Knowledge of Sales Engagement or Marketing Automation Software and how they integrate with CRMs
Strong strategic and critical thinking skills
Effective problem-solving skills
Ability to synthesize data from multiple sources to make a decision
Self starter/high sense of initiative
Effective active listening skills, with a desire to seek to understand
Effective active listening skills, including understanding non-verbal cues and tone to communicate the right message to each audience member
Strong emotional intelligence and empathy
Ability to build effective relationships
Ability to influence without direct authority
Strong communication skills, both verbal and written, with the ability to tailor communications to the audience as appropriate
Ability to set realistic goals and drive to those outcomes
Ability to navigate complex networks within an organization/Strong business acumen
Proven experience in growing/maintaining a book of complex or strategic clients through driving adoption of tools and influencing customers
Domain knowledge in sales processes, sales execution, or go-to-market strategies
Benefits
Flexible time off
401k to help you save for the future
Generous medical, dental, and vision coverage for full-time employees and their dependents
A parental leave program that includes options for a paid night nurse, and a gradual return to work
Employee referral bonuses to encourage the addition of great new people to the team
Snacks and beverages in the Office, along with fun events to celebrate
Diversity and inclusion programs that promote employee resource groups like Outreach Women's Network, Latinx community, Outreach Black Connection, AAPI community, Pride/LGBTQIA+, Gender+, Disability Community, and Veterans/Military