Customer Success Manager- Mid-Market

Full Time
Portland, OR
Posted
Job description

About RFPIO

Ranked in the top 5% of the Inc5000 (and the highest ranked Oregon company), RFPIO is the industry's leading response management platform helping sales teams respond at the pace of their customer expectations. Over 200,000 users from companies like Microsoft, Accenture, and Akamai, use RFPIO to provide on-demand access to the knowledge and content their teams need to do their best work. In July 2018, we closed our $25M Series-B round, backed by K1 investments. We are a truly international company, headquartered in Portland, Oregon, with additional offices in Kansas City, KS and Coimbatore, India.

  • Backed by best in class investors, we have access to capital, networks, and mentors
  • We put our people first and have employee champions who lead DEI initiatives and are committed to creating a diverse and inclusive environment for everyone
  • You'll have a voice in what we do and see the impact of your work with open channels for product ideas, employee feedback, and open door access to executives.

The Customer Success Manager (CSM) is actively involved with customers to build relationships, promote software adoption, address Customer issues, identify new business opportunities, identify opportunities and negotiate terms for Professional Services, and for the ongoing promotion of the value of RFPIO solutions. Customer Success Managers oversee the relationship with RFPIO's customers for the duration of their contract(s) and are just customer obsessed.

Customer Success Managers, at all levels, are the primary point-of-contact for our customers. CSMs function as trusted advisors who provide ongoing support and facilitate customer success and user adoption to maximize the value RFPIO brings to our customer's business operations. This position advocates the needs of the customer to all internal RFPIO teams.

Essential Functions:

  • Maintain consistent and consultative interactions with RFPIO customers to understand customer health and their overall usage, successes, and challenges with the system
  • Reduce customer churn by building long term loyalty and trust
  • Utilize customer success platform (Gainsight) to monitor platform adoption and maintain open
  • lines of communication with customers
  • Managing and negotiating renewal agreements with current customers
  • Drive overall customer satisfaction with RFPIO through strategic action derived from surveys,
  • phone conversations, user input sessions or customer advisory board meetings
  • Optimize engagement plans with the assistance of various internal RFPIO teams
  • Engage customers with the intent to identify additional revenue generating opportunities
  • Identify critical topics, plan, and execute ongoing training webinars
  • Lead and drive engagement calls in conjunction with your direct reports

Other Duties:

  • Facilitate kick off meetings and engage with customers on a regular basis
  • Train and provide assistance to customer's administrative staff
  • Sell professional services to established clients
  • Engage sales team resources to identify additional revenue generating opportunities
  • Assist with onboarding of new Customer Success Managers
  • Build resources for customers to improve their experience with RFPIO
  • Other duties as assigned

Experience:

  • 1-3 year experience in a procurement or purchasing department running RFx projects internally, or
  • 1-3 years of CSM, sales account management or customer-facing related experience
  • Experience working with Mid-Market clients, with multiple key account stakeholders
  • Experience with customer analytics platforms preferred (ex. Gainsight, ChurnZero)
  • Experience with Salesforce is a plus
  • Associate or Bachelor's degree preferred

Knowledge & Skills:

  • Self-starter with a proven track record of driving customer success in SaaS companies and/or project management and driving adoption of technology within an organization
  • Ability to multitask, prioritize, and scale
  • Zealous about customer success and driving customer value
  • Highly data-driven with a commitment to reporting on customer usage, adoption, support tickets, testimonials, and product feedback
  • Strong presentation, excellent verbal and written communication skills
  • Flexible, adaptable team player with strong interpersonal skills

Compensation range for this role is $72,000-$94,000 On-Target Earnings (base + bonus + commissions), depending on experience and location

At RFPIO, our mission is to make RFPIO one of the best places to work by building trust, respecting personal boundaries, valuing work-life balance, promoting diversity, and inclusiveness, and instilling a true sense of ownership and belonging among every employee that will transcend to delighting customers and creating true market value.

  • People feel empowered, supported, and included
  • Trust and transparency are built into the way we work
  • Creativity, curiosity, and continuous improvement are encouraged and nurtured

US-Based Employees can look forward to the following benefits:

Competitive Compensation, Stock Options, Company Bonus

401k with company matching

Flex-Fridays: enjoy a half day 3 out of 4 Fridays a month

Unlimited professional development and ongoing learning through LinkedIn Learning Solutions

3 weeks of paid vacation, paid sick days, dedicated paid COVID days, and paid bereavement

✈ 4 week sabbatical after 5 years of service

  • ️ Weekly virtual yoga sessions

Mental Wellness Program (EAP) to support your well-being and self-care

Team events, such as happy hours, off-sites, and team building events

❤️ Best-in-class health benefits, company paid for employee and company contribution for family coverage

Associates based outside of the US will enjoy similar benefits, comparable and specific to their national standards

RFPIO is committed to building and fostering a diverse and inclusive culture that we can all be proud of. We encourage people of all cultures, ethnicities, ages, backgrounds, races, national origins, genders, sexual orientations, religions, and abilities to apply for our open positions. If you are also committed to this kind of culture and see yourself joining our team, please apply - we look forward to learning more about you!

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