Client Success Manager

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Dealcloud, Inc. Charlotte , NC 28202

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As a Client Success Manager at DealCloud, you will be a key partner in increasing client adoption, expanding client relationships and helping to grow incremental business. While managing a book of business focused on maximizing client value, you will be expected to develop a thorough understanding of client objectives and success metrics to drive tailored solutions that will ultimately increase adoption and retention.

You will work closely with the Account Management team, helping to streamline our partnership with them, and to ensure a seamless experience with DealCloud for the client.

About DealCloud

A little bit about us: We are the premier platform for deal professionals in the private capital markets. DealClouds deal pipeline and relationship management platform provides an unparalleled environment for managing a robust business development and deal sourcing strategy. DealClouds industry-specific capabilities include deal management, portfolio management, fundraising, and investor relations management and reporting. DealCloud was built by Deal professionals to specifically address the day-to-day information management challenges encountered by professionals in this end-market. The platform is supported by a team of dedicated former deal professionals that have a deep understanding of industry-savvy client service.

Are you intensely driven, smart and results focused? Do you thrive in a collaborative team environment? We want to talk to you!

What youll do:

Manage a portfolio of multiple accounts shared with Account Management, with a focus on fostering and growing client relationships and driving success through proactive communication
Responsible for offering client best practices and a consultative approach to increase client success and product adoption
Become an expert in all DealCloud's products and services
Prioritize accounts according to risk and growth opportunity to ensure we keep churn low
Work with Account Management to identify and pursue opportunities for upsell, which could include additional users, other areas of the business or new DealCloud product features
Work with Account Management on identifying and securing client renewals through regular client reviews and analysis of your accounts
Drive new business growth through greater advocacy and reference-ability
Conduct product trainings tailored to client needs and business use case
Understand and tailor interactions to business objectives
Assist clients with questions regarding training, platform configuration, work flow and new processes
Be responsible for meeting several metrics; however, the emphasis will be placed on overall account performance, retention, and feature adoption
Based on account need, travel to client locations might be necessary

Requirements

What youll need:

3+ years experience in customer success, account management or sales
Bachelors degree
Experience with account management or sales software, such as Salesforce
Strong Excel skills and competency with Windows OS and Microsoft Office suite required
Strong written and verbal communication skills, and be able to work effectively in partnership with clients
Analytical and process-oriented mindset
Self-motivated, strong work ethic, and a whatever it takes to get it done mentality
Willingness to roll-up up your sleeves to get the job done while contributing to the overall success of the company
Strong organizational skills and is an effective planner
Experience with SaaS (cloud based) software deployments

Bonus if you have:

Knowledgeable on/experienced with back/middle office operations at private capital firms
Have deep understanding of financial modeling, reporting and analysis
Are an Excel master (advanced Lookup functionality and structuring of pivot tables)

Benefits

What you'll get:

Competitive compensation
Challenging and rewarding work
Generous benefits package
An incredible team of smart and mission-driven people to work with

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