Customer Success Manager

The Opportunity:As a Customer Success Manager, you will partner with a range of clients throughout their Xref journey. This is a client retention, focused role, with a wide reach focusing on driving client adoption through educating best practices, training new users, conducting client reviews and leveraging our CRM (Salesforce) to drive usage.This is a collaborative role working closely with our sales and support teams both locally and globally.Onboarding new clients onto the Xref platform and via our integrationsHold training sessions for new and existing users over zoomBuild and nurture customer relationships to understand their business goals and challengesPromote and expand platform usageTrack and build usage reports for client reviewsAssist the sales team to map client journeysWork with Customer Support Consultants to aid in product troubleshooting.Key Responsibilities:Xref Customer Success Managers are responsible for new client setup, coordinating training, post-sales support and increasing customer usage. The Customer Success Manager is primarily focused on driving usage and awareness of the Xref platform. The overall growth of usage will be a metric used to determine the success of this role. CSM’s will add value in the following way: Onboarding User Management User Education Increase Usage Product ExpertiseCustomer SupportAccount Management