JOB ROLES: Associate Customer Success Executive
Location -WORK FROM HOME/OFFICE(HEDERABAD)
JOB DESCRIPTION:
Closes renewals and simple upsell opportunities for assigned accounts and/ or geography
Support low-touch customers with end-to-end renewal motion (supported by digital tools, autorenewal and self-serve options)
Manage high-risk low-touch accounts to reduce likelihood of churn and, ideally, drive growth
Generate qualified leads for cross-sell / complex upsell to be handed off to Sales Executives
Identifies the best virtual channel for engagement with customers
Supports in developing and executing account and / or territory growth strategies
Possesses core knowledge across products within the subsegment and engages Product and/ or Sales Specialists where deep product expertise is required to drive to close
Understands specific customer archetypes and needs which are most prevalent within the subsegment and account and/ or territory
Handles all escalations from Digital chat Assists
Uses an automated and insight-driven Salesforce workflow to progress deals. Enters and maintains clean customer information in Gainsight (if deployed within subsegment) for respective book of customers.
Utilizes tools like trigger-based, auto-renewals engine, 24×7 phone support w/ 4 hour response, digital marketing campaigns, email & web support to improve productivity
KPIs include-Nurturing opportunities and moving more renewals outside the ‘digital first’ selling scenarios
Revenue $ and growth
Renewal / retention rate (%)
Customer Satisfaction / Net Promoter Score
Qualified leads passed to sales (#)
Product usage %
Scope and Impact-
Size, nature and complexity of work. Budgetary accountability. Degree of influence.
May lead and be accountable for straight-forward projects and associated teams.
Provides input to the objectives and goals of the department.
Responsible for managing own time and responsibilities.
Participates in complex projects that affect a Business Unit or regional area.
May train or mentor colleagues.
Knowledge & Skill-
Level of knowledge and application of skills.
Junior-level professional with knowledge in a technical discipline or specialization.
Position for a developing professional building experience in their specialist function.
Good understanding of roles of relevant functional groups in own area.
Suggests process improvement following investigative, analytic or diagnostic services.
Relationships: Internal / External-
What are the important relationships that strongly influence success? How critical is the customer
relationship?
Primarily external clients.
Education Required:
Degree-level education or Bachelor’s degree equivalent
Potentially new graduate (Bachelor’s degree equivalent) who is eager to learn with interest / background in accounting, law, or technology
0 – 2 years experience in Customer Success, Customer Service / Support, and / or SaaS implementation
SKILLS REQUIRED:
Strong, clear communications skills—both written and verbal
Building Relationships
Closing Skills
Dealing with Challenges
Influence & Persuade
Negotiation
Strong interpersonal skills, sociability, and extroversion
Collaborative, solution-oriented problem-solver