Customer Success Specialist

Customer Success Specialist at Insight Global Customer Success Specialist at Insight Global in Reading, Pennsylvania Posted in 1 day ago.

Type:

full-time

Job Description:

Senior Success Planner Assignment Summary The Success Planner acts as the bridge from Customer Success to the Sales Organization. They will live in Customer Success but operate in Sales. This role will work with Sales to proactively identify a prospect or client's business needs and recommend innovative strategies or solutions to achieve their desired outcomes. They will work as the technical lead for the Account team, be a liaison to the core Customer Success team, and coordinate with both parties for the flawless implementation of our products and services. Job description Success Planning is the bridge from Customer Success to the Sales Organization. This role will be of Customer Success but operate in Sales. They will work closely with Sales to proactively identify a prospect or client's technical business needs and recommend innovative strategies or solutions to achieve their desired outcomes. They will work as the technical subject matter expert on behalf of Penske Account team by facilitating tech-related discussions with current customers and prospects, that simplify (and demystify) our product offerings. This role will act as a liaison to the Customer Success team by ensuring the successful hand-off from Sales to Customer Success. They will coordinate with both parties for the flawless implementation of our products and services. Thus, breaking down the silos and aligning the Pre with the Post sales teams. Success Planning will help the Customer Success team achieve predictable value delivery. Additionally, they will help Sales to sell/demonstrate said value of Penske Digital products & services. Major Responsibilities Develop & maintain Penske Digital subject matter expertise Develop & maintain Penske Sales & Product Line expertise Help to Increase the velocity of deals with Outcome-Based Selling Facilitate (or help Sales to) technical discussions throughout the sales cycle Team Lead/Mentor Leadership Skills Apply a consultative approach to convert Products & Services into Solutions/Outcomes for Customers Create and get approval on the customer's path to and definition of Success Create a comprehensive & strategic Success Plan for customers Ensure successful hand-offs from Sales to Customer Success Support Customer Success with customer re-onboarding efforts US Travel (including but not limited to, Customer Visits, Open Houses, Safety Meetings, Expos, Shows, etc.) Other projects/task as assigned by manager Qualifications & Skills Strategic Planning Highly Adaptable Critical Thinking Self-Motivated Problem Solving Organizational Skills Time Management Verbal & Written Communication Skills Strong Presentation Skills Relevant Experience • 5+ years Customer Service • 3+ years Customer Success or Sales Education Bachelor's Degree preferred but will consider experience in lieu of degree. Anyone that has experience as the following would ideal:

Customer Success Sales Sales Engineering Client/Account Management Project Management Compensation:

$65-85K Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.