Client Success Manager

Protera Technologies

$80K — $120K *
US-AnywhereRemote in United States
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in a client-facing role within IT services
  • Demonstrated passion for technology and client relationships
  • Proficiency in Public Cloud, M365, VMWare, and MSP offerings
  • Strong communication skills, both verbal and written
  • ITIL certification or equivalent experience
  • Ability to manage multiple priorities and competing initiatives
  • Experience in creating and maintaining project tracking tools

Responsibilities

  • Manage the entire client journey from engagement to operations
  • Build strong client relationships to ensure satisfaction and outcomes
  • Collaborate cross-functionally to meet client needs effectively
  • Maintain technical knowledge of Protera services and offerings
  • Serve as a trusted advisor and thought leader for clients
  • Champion high-quality client experience at every interaction
  • Analyze client data for insights and product enhancements.

Benefits

  • Remote work flexibility with occasional travel required
  • Opportunity to work in a dynamic and fast-paced environment
  • Be part of a global team focused on client success
  • Engage with cutting-edge technologies and IT services
  • Professional growth and development opportunities through special projects
  • Supportive company culture that promotes innovation and client advocacy
  • Access to a collaborative and resource-rich environment.
Full Job Description
We are looking for an experienced Client Success Manager (CSM). At Protera, the CSM is a strategic and supportive partner for our clients at every stage in the customer journey. The ideal candidate will be responsible for activities including project implementations, adoption, support, advocacy and retention. Your role will be broad and dynamic, charged with managing Protera's most technical clients onboarding, implementations, and overall success. This position is remote but may require occasional travel to Protera offices and Client locations. Typical Responsibilities: • Manage and oversee the client journey including end-to-end client relationship from initial engagement to onboarding, training, build/migration, launch and operations. • Serve as the main point of contact and build strong relationships with clients to understand their needs and drive towards key outcomes and client satisfaction. • Be a leader and work cross-functionally with Sales, Product Management and Technology teams to ensure day-to-day service is effectively meeting client needs and that value is being delivered to the client. • Maintain current functional and technical knowledge of Protera's offerings and services, including the core functionality and features, linkage within Protera's service portfolio, pricing structures, client benefits. • Act as a trusted advisor, thought leader, and subject matter expert to clients about the full suite of our clients' products and services. • Champion world-class client service; deliver high-quality client experience at every contact point. • Generate documentation to ensure the delivery of successful solutions to client problems and opportunities. • Partner with internal Protera teams to define and achieve clients' success criteria, demonstrate ROI and ensure client retention. • Ability to interpret a client's business strategy / plans and understand opportunities for Protera solutions/services. • Understand contracts and contract management with the ability to govern to the contract, to discuss with the client and understand how to position as a value exchange. • Practice strong knowledge and understanding of IT service environment, service operations and ITIL practices. • Exercise oversight of Protera's billing processes and client invoicing linked to contracted services. • Be an expert in keeping internal and client teams on task, proactively managing timelines and communications. • Proactively monitor key analytics and KPIs that speak to the overall health of the client landscape identify client churn risks. • Analyze client data and provide feedback / product enhancements to different teams within the organization. • Take on special projects as needed. • Proactively find ways to drive clients to further success through analyzing client performance, finding new opportunities and other creative solutions. • Help identify and implement best engagement practices to achieve and surpass product and new client relationship and growth goals. • Manage a growing book of business and drive adoption and outcomes leading to renewals, expansion and advocacy across your portfolio. Requirements Who You Are and What You Bring: • You have a unique blend of technical and customer-facing skills and are effective at communicating with both business and technical stakeholders. • You demonstrate excellent interpersonal skills with the ability to develop and maintain solid stakeholder relationships up to C-suite level. • You are forward-thinking and knowledgeable on current and emerging technology, willing to learn new technologies, look for efficiencies, evolve process and track process collaboratively. • You maintain a good sense of curiosity with genuine desire to learn and think with agility and applying them in new and unfamiliar situations. • You are self-motivated, organized and entrepreneurial; able to prioritize competing initiatives. • You have the ability to learn a technical product quickly and track client health metrics. • You are enthusiastic, motivated, and able to work as part of a global team. • You possess strong business acumen and broader knowledge the IT Industry. • You are confident working in a fast-paced environment with a willingness to make quick decisions based on continuous prioritization and evolving client needs. • You have a strong sense of ownership with a bias for action and willingness to roll up your sleeves. • You demonstrate strong knowledge and understanding of IT service environment, service operations and ITIL practices. Desired Candidate Profile: • Demonstrable experience in a client-facing role in one or more of Sales, Service or Consultancy disciplines in a large scale IT services environment. • Demonstrated passion for working with clients and technology. • An aptitude for technical products and experience with Public Cloud, M365, VMWare and other MSP offerings. • Strong verbal and written communication skills. Experience working with customers, users and project leads in analyzing, designing, implementing/migrating business applications and systems. • Experience in creating, applying, and maintaining tools to track project tasks, including cost, schedule, and risk / issues data. • Certification and working knowledge of ITIL practices (Foundations or equivalent) • Willing to travel Ready to Make the Move? We'd love to meet you. Click "Apply Now" and tell us why you're the one. Not sure yet? Check us out at www.protera.com or connect with our team on LinkedIn.

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