Customer Success Coordinator

Responsibilities:

• Complete customer lifecycle management including forecasting, opportunity management, quoting, agreement negotiations, and order creation and submission.
• Engage with Revenue and Customer Success counterparts to identify and mitigate risk within your customer base, often relying on digital or data oriented strategies when available.
• Partner effectively and cross functionally with sales account executives supporting this customer segment.

Requirements

• Experience renewing customers and identifying expansion opportunities
• Background in business development, sales or scale customer success
• Comfortable using a variety of communication methods (sending outbound emails, making outbound phone calls, conducting virtual meetings, leading webinars, etc.)
• Proven track record of success in managing a high volume portfolio of accounts leveraging data to improve efficiency
• Business acumen and ability to analyze data to address customer situations
• B2B SaaS experience; familiarity with SaaS renewal motion

Hard Skills

• Forecasting
• Opportunity Management
• Quoting
• Agreement Negotiations
• Order Creation
• Customer Renewal
• Data Driven Strategies
• High Volume Portfolio Management

Soft Skills

• Effective Communication
• Cross Functional Collaboration
• Risk Mitigation