Customer Success Associate
Q4
This job is no longer accepting applications
See open jobs at Q4.See open jobs similar to "Customer Success Associate" Work In Tech.Key Responsibilities
- Retention
- Proactively engage with clients at defined points in the lifecycle to ensure clients achieve their desired outcomes while using Q4’s products and services
- Onboard new clients contributing to our focus on improving the client experience
- Track and monitor account health including usage, satisfaction, support cases
- Drive product adoption and enablement (as per roadmap)
- Escalate issues to appropriate internal resources as necessary
- Expand Client Lifetime Value
- Become a knowledge expert on all Q4 products and services; positioning upsell or cross-sells revenue where applicable
- Work cross functionally to relay identified revenue opportunities and support the sales process
- Initiate and partner on the renewal process as subscriptions approach their renewal date(s)
- Day-to-day Service
- Manage client relationships and advocate for the client in all interactions
- Ensure a timely response to inbound requests via email and phone
- Provide onboarding/training for the Q4 platform and service model
- Coordinate quarterly earnings events for clients
- Partner with internal teams to ensure a successful event
- Collaborate with internal teams and resolve client issues with urgency
- Acquire and maintain a strong working knowledge of the Investor Relations industry and keep apprised of its regulations, trends and best practices
Education and qualifications
- Superior client engagement and empathy, demonstrates success in building and maintaining effective client relationships, particularly with those in decision-making roles.
- Outstanding communication and listening skills.
- Ability to handle pressure, engage in difficult conversations and adapt to a changing work environment.
- A team player with a growth mindset.
- A self-starter who solves problems independently by exercising judgement based on available information.
- Provides creative insights and/or solutions to address client/organizational challenges.
- Knowledge of or ability to easily learn common client success platforms such as Salesforce.
- Demonstrated ability in remote training/onboarding skills via telephone and/or screenshare.
- 1 - 2 years of relevant work experience, preferably in customer facing roles.
- University or college degree desirable.
- Special consideration will be given to candidates possessing a strong knowledge of, or experience with, financial/capital markets.
Other
- Occasional after-hours involvement may be needed for important client events, escalations, or holiday coverage. This role may also require weekend or holiday support in special cases, such as earnings reports or urgent situations.
This job is no longer accepting applications
See open jobs at Q4.See open jobs similar to "Customer Success Associate" Work In Tech.