Are you a results-driven professional with a knack for driving revenue growth and fostering strong client relationships? Autoscribe, a leading payments processing company, is looking for a dynamic and dedicated Client Success Manager (CSM) to join our team. As a CSM, you will be instrumental in maintaining and growing revenue within a portfolio of PaymentVision clients. Your key responsibilities will include conducting Quarterly Business Reviews (QBRs) for our top ten clients, identifying opportunities for upselling and cross-selling, and ensuring exceptional client satisfaction.
In this role, you will be the primary point of contact for key client stakeholders, driving client interaction and execution of their needs. You will leverage your sales acumen to understand clients' current and future needs, positioning Autoscribe's solutions to meet and exceed those needs. You will also collaborate closely with internal teams, including operations, product, and implementations, to deliver comprehensive solutions that drive client success and revenue growth.If you are a proactive and persuasive communicator with a strong sales orientation and a passion for client success, we invite you to join Autoscribe and play a critical role in shaping the future of payments processing.
What you will do
- Establish collaborative relationships with decision makers.
- Recommend strategic and product solutions.
- Manage and grow the portfolio revenue.
- Cross sell new products and feature functionality
- Conduct QBRs for the top ten (10) clients in the portfolio.
- Understand the termination dates of each client’s agreement.
- Renegotiate agreements.
- Act as trusted advisory and develop deep relationships to proactively assess, clarify, and validate the preferences and needs to ensure client success.
- Develop deep understanding of PaymentVision products.
- Maintain awareness of product roadmap and communicate plans to clients in alignment with their goals.
- Understand client’s future product requirements.
- Maintain the pulse of the client and know when competitors are courting them.
- Coordinate the full customer experience from post-sale, implementation, adoption of new services, and ongoing service among various teams within the organization.
- Implements and evaluates customized adoption program for each new account.
- Serve as primary point of contact for client invoicing questions.
- Ensure maximum revenue attainment.
- Ensure we are billing correctly.
Position Location, Type, and Work Schedule
This position is a remote position, but the incumbent is preferred to live in the Eastern Standard Time zone (EST). This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.
Travel
This position requires up to 25% travel. Frequent travel includes outside multiple days and overnight.
Education and Experience
- Bachelor’s degree.
- 3-5 years experience in a client management role
- 3-5 years of experience in payments, financial services, or software as a service
- 1 to 3 years of experience with queries in SQL and working knowledge of Application Program Interface (APII)
- Proven experience in client success, account management, or a related field, with a strong sales orientation
- Exceptional communication and interpersonal skills
- Ability to understand and anticipate client needs, with a focus on driving revenue growth
- Excellent problem-solving and analytical skills
- Ability to collaborate effectively with cross-functional teams
- Detail-oriented and highly organized
- Adept at Microsoft Office Suite
