
Customer Success Manager
Greater Giving, Inc., Oklahoma City, OK, United States
Summary
The Customer Success Analyst role aims toserve entrepreneurs by providing customer experiences that extend mutually profitable relationships.The Client Manager is responsible for reducing year-over-year attrition within a defined portfolio of Global Payments POS relationships.
What will you be doing?
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
Collaborate with strategic partners to identify at-risk accounts and execute mutually-agreeable strategies to retain/grow relationships
Responsible for achieving set retention metrics ensuring the profitability of accounts within the defined portfolio
Interprets competitor statements/quotes and performs rate analysis. Negotiates directly with clients using consultative conversation to retain account and maximize revenue potential
Responds quickly and effectively to all requests for account review, rate analysis, product information, account terminations, reimbursements, etc. whether from internal or external customers
Stays current on Global Payments POS products, services and important industry changes in order to assign appropriate solutions to client requests
Identifies product offerings for existing clients
Places proactive outreach to newly assigned accounts to establish a relationship
Answers inbound calls from customers and resolves inquiry.
Manages and resolves client complaints, providing excellent service and follow-up
Ensures alignment with sales or service teams to ensure customer satisfaction
Identifies triggers for attrition and can represent the current status of attrition in the defined portfolio to leadership. Recommends solutions to clients, teammates and leadership
Maintains compliance standards for Salesforce records and detailed documentation of client status and interactions
Display a commitment to receive necessary coaching for continuous improvement and team development
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The Customer Success Analyst role aims toserve entrepreneurs by providing customer experiences that extend mutually profitable relationships.The Client Manager is responsible for reducing year-over-year attrition within a defined portfolio of Global Payments POS relationships.
What will you be doing?
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
Collaborate with strategic partners to identify at-risk accounts and execute mutually-agreeable strategies to retain/grow relationships
Responsible for achieving set retention metrics ensuring the profitability of accounts within the defined portfolio
Interprets competitor statements/quotes and performs rate analysis. Negotiates directly with clients using consultative conversation to retain account and maximize revenue potential
Responds quickly and effectively to all requests for account review, rate analysis, product information, account terminations, reimbursements, etc. whether from internal or external customers
Stays current on Global Payments POS products, services and important industry changes in order to assign appropriate solutions to client requests
Identifies product offerings for existing clients
Places proactive outreach to newly assigned accounts to establish a relationship
Answers inbound calls from customers and resolves inquiry.
Manages and resolves client complaints, providing excellent service and follow-up
Ensures alignment with sales or service teams to ensure customer satisfaction
Identifies triggers for attrition and can represent the current status of attrition in the defined portfolio to leadership. Recommends solutions to clients, teammates and leadership
Maintains compliance standards for Salesforce records and detailed documentation of client status and interactions
Display a commitment to receive necessary coaching for continuous improvement and team development
#J-18808-Ljbffr