Customer Success Manager Position Available In New York, New York
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Job Description
Customer Success Manager
at IPC Systems New York, NY IPC is a fintech company that focuses on the human element. With a global presence, we support local markets with our advanced cloud-based trading communications and managed connectivity solutions. Through our portfolio of communications and connectivity solutions, we focus on solving business challenges and adapting to regulatory changes in the fast-paced global financial markets. This enables our clients to maintain consistent market access, a strong competitive advantage, and enhanced operational efficiency. Join a team that is dedicated to delivering groundbreaking products and making a significant impact on our clients’ success.
TITLE:
Customer Success Manager
DEPARTMENT
Sales
REPORTING TO
Regional Head of Customer Success Manager
LOCATION
New York, NY
ROLE TYPE
Full-time, Hybrid Role Overview:
You will join a highly motivated, energetic team that takes pride in landing new customers, running strategic sales cycles and delivering the IPC value proposition to a wide base of accounts across various industries. The Customer Success Manager is an ambitious and solution-oriented professional whose personal motivations are in place to ensure IPC customers successfully adopt our products and services with a positive experience, driving growth for IPC through adoption, expansion and retention. How You Will Make an Impact The Customer Success Manager at IPC Systems, Inc. is crucial for the company’s growth and success, focusing on driving product adoption, enhancing customer experience, and fostering growth through upsell and cross-sell opportunities. This role involves providing world-class customer support, creating success plans, managing the customer lifecycle, and collaborating with other departments to deliver comprehensive solutions. Comply with best practice operating strategies and provide ideas and feedback to improve and enhance these
Track and report on assigned CSM related metrics and KPIs to management through driving operational practices to track performance of teams and individuals
Translate insights from your customers into actionable tasks that can be shared with your team and peers, whilst supporting collaboration across departments to help drive change
Work closely with the sales management to align on strategies, products, coverage plans, and account opportunities
Achieve monthly/quarterly quotas of pipeline, expansion and net retention
Connector to help IPC teams improve and expand offerings
Own and manage the process from contract signing to project handoff to provide seamless customer support
Be a point of contact for escalation and be able to de-escalate challenging situations – managing these issues and escalating internally where needed
Tracks and reports on CSM key metrics and KPI’s, translates customer insights into actionable tasks, and works closely with sales management to align strategies and achieve quotas.
Track and report on assigned CSM related metrics and KPIs to management through driving operational practices to track performance of teams and individuals
As a “go-to expert,” they ensure customers successfully adopt IPC’s products and services, driving growth through adoption, expansion, and retention.
Define and optimize customer lifecycle by driving programs and initiatives to improve engagement approached based on customer segmentation and leading a culture of continuous improvement and portfolio penetration
Provide “World Class” Customer Support and act as an advocate to IPC Customers in order to deliver a market leading customer experience
Create a success plan in partnership with your customer including onboarding, training, driving platform utilization, conducting routine business reviews, and orchestrating resources aligned to driving customer value
Drive customer outcomes through the management of the customer lifecycle and customer experience through the influence of future lifetime value through higher product adoption, customer satisfaction and overall health scores and reduce churn and drive new business growth
On site client presence acting as the POC for IPC on a regular cadence.
Document customer usage by user group and understand the customer’s trade workflow and ecosystem by asset class. Essential Skills and Experience to be Successful in this
Role:
1-2 years of Customer Success experience, preferably within an Enterprise SaaS organization or Financial Markets
1-2 years of account management and experience with demonstrated success in growth and retention
Proven experience in building effective internal and external relationships to drive growth
Experience engaging with end-users, articulating the value of a product, and driving adoption across multiple stakeholder groups
Ability to communicate complex products and services functionality clearly and concisely
Bachelor’s degree in business or related field
Drive to continually improve and challenge existing processes and propose new strategies that help impress and retain clients Great attitude that can move through ambiguity and ability to work and collaborate with a growing team Results-oriented individual who is excited by the prospect of fueling the continued growth and success of IPC; relentless in pursuing goals and solving problems Driven to deliver excellent service and experiences to all clients Exceptionally self-motivated while being team focused Excellent coaching, writing, discovery and presentation skills Comfortable and willing to be a hands-on contributor and meet with customers as needed Strong analytical skills with the ability to translate between strategic business decisions and their implications Passion for technology and communications, well-versed in the latest trends
Desired Skills and Experience:
Experience in Financial Services
Experience with Salesforce CRM preferred
Ability to address complex issues with a focus on customer satisfaction
Strong verbal and written communication to facilitate clear and effective interactions with clients
Proficiency in analyzing customer data and feedback to improve service delivery
Capability to build and maintain strong relationships with customers and internal teams
Understanding of relevant technologies and tools used in customer success management
Ability to provide strategic consultations and assist in upselling and driving new business
Effective in mitigating attrition and resolving customer issues promptly What’s in It for You? At IPC, your compensation is only part of the package. We are committed to investing in a range of programs and initiatives to improve the overall experience of our employees.
In addition to a collaborative, high-performing team environment, we’re pleased to offer competitive benefits, including: Competitive Base Salaries and Performance Bonus/ Commission Plan
Medical Coverage, Dental and Vision, Short/Long Term Disability, AD&D and Life Insurance Coverage
401(k) plan with matching contributions
Flexible PTO plus Public Holidays
Additional Time off for Charity Work and Volunteering
Pet Insurance
ID Theft insurance
Tuition Reimbursement
Certification Bonus Program
Access to “IPC University” our Internal E-Learning Platform
Structured Onboarding Training and Peer Mentor Support
Enhanced Parental Leave
Wellness Program
Employee Referral Scheme Further information about your benefits will be provided during your onboarding process.