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Job Description
Customer Success Advisor:
The “Customer Success Advisor” is a crucial role in the customer facing team, especially at our phase of business as a fast growing start-up. This person builds relationships with current customers, guides them to meet their strategic targets, and helps them to adopt new habits using the Align tools. The Customer Success Advisor’s goal is to make promoters out of every user by providing value through creative outreach, training and strategy sessions, interesting videos and more.
Responsibilities:
- Build trust and develop a positive relationship with assigned accounts.
- Meet and exceed revenue targets by getting customers to further adopt and expand usage of the software within their organization.
- Act as the primary liaison between customers and the Align team by submitting product requests and being an advocate for features and enhancements that can have a direct impact on customers.
- Proactively identify, react, and develop an action plan customized for a particular customer when the account shows signs of potential upcoming churn.
- Support and participate in all functions of the customer facing team including, but not limited to, training, customer strategy, technical support, reporting – both internal and external, and account analysis.
- Follow internal procedures and processes for successful customer adoption and make suggestions for improvement of all phases of the process.
- Ensure timely updates in Salesforce, Align and other internally utilized reporting platforms.
- Learn every aspect of the software to the expert level and be able to support questions, best practices, and troubleshooting.
Proven Experience to:
- Thrive in a rapidly changing, high-energy, high-expectations environment
- Pick up software and familiarity with Microsoft Office, especially Excel, Salesforce, Zapier
- Be flexible, learn from mistakes, and adapt quickly
- Beat targets and be goal driven - this position will have a quota
- Work well independently and with a team and has a proven track record of taking initiative
Qualifications:
- 2+ years of customer management experience at a SaaS/Technical business preferred
- Expert in Excel including pivot tables and formulas
- Experience in Salesforce and Tableau is a plus
- Energetic, mature, positive attitude
About Align
Orleans ParishCompany ProfileWe believe companies achieve greatness by creating a culture of continuous improvement and by aligning the power of every employee to focus and exceed their goals. We provide the tools to get every employee working together every day to complete the work needed to meet the biggest long-term company goals. Thousands of teams in over 76 countries are achieving goals that are making their companies successful.
We are a team of people obsessed with helping companies achieve greatness. Helping companies succeed has never been more important. As companies achieve greatness the global economy and the livelihood of billions of people around the world thrive.
We have big plans for our business and are looking for motivated people that want to help build something great!
Website
aligntoday.com/Social Media
