Lead Client Manager (CM)

Symplicity

  • Arlington, VA
  • 10 days ago
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    Skills

    • ARP (Address Resolution Protocol)unmatched
    • Best Practicesunmatched
    • Billingunmatched
    • Coachingunmatched
    • Communication Skillsunmatched
    • Cross-Sellingunmatched
    • Customer Retention/Renewalunmatched
    • Customer/Client Researchunmatched
    • Delivery Drivingunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • Disciplinary Actionunmatched
    • Higher Educationunmatched
    • Leadershipunmatched
    • Performance Metricsunmatched
    • Performance Reviewsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Product Marketingunmatched
    • Product Supportunmatched
    • Riskunmatched
    • Risk Managementunmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Sales Supportunmatched
    • Set Goalsunmatched
    • Team Lead/Managerunmatched
    • Team Playerunmatched
    • Trend Analysisunmatched
    • Up-Sellingunmatched
    • Webinarunmatched
    • Willing to Travelunmatched
    • Writing Skillsunmatched

    Description

    The Lead CM will lead a team of client managers across assigned products toward the goals of:

    • Risk Detection & Mitigation
    • Opportunity Identification for Contract Expansion
    • Proactive Connections with Decision Makers
    • Expanded system knowledge & usage across client base

    This position is required to travel, and 10%-25% travel is typical for this role. Business needs will dictate the amount of travel required, which may be more/less than the typical amount specified.

    Essential Duties

    Provide supervisory support and leadership to the Client Managers assigned to the Lead’s product set:
    • Report directly to the Senior Director of Client Success on current state of Client Managers under the Lead’s supervision.
    • Provide day-to-day guidance, support, coaching and oversight to the team including 1 on 1 meetings, team meetings, and annual performance review (ARP) oversight/execution.
    • Support employee selection/hiring, disciplinary, and exit processes as needed.
    • Coordinate team delivery of client resources and mass communication, including but not limited to bi-weekly emails, product release information, weekly/monthly webinars, office hours, etc.
    • Lead efforts to identify and turn around at-risk clients.
    • Maintain feedback loops to other Symplicity teams (sales, support, product, marketing, etc.), sharing client feedback and representing the client perspective
    • Maintain feedback loops to leadership on current state of the business specific to client health, renewal risk, and expansion opportunities.
    • Ensure utilization of customer success tools.
    • Other duties as assigned.

    Act as Client Manager to a small portfolio of clients:

    • Work with the billing team to assist in any issues, invoices, and new sales quotes.
    • Actively support quick and effective implementation of new Symplicity systems assigned in conjunction with Implementation Specialists.
    • Work with clients to establish critical goals, or other key performance indicators and aid the customer in achieving their goals.
    • Engage in day-to-day communications with clients to ensure we are maximizing their experience and success with their Symplicity systems.
    • Advance a trusted advisor relationship while driving towards successful delivery and implementation of new services.
    • Identify upsell and cross-sell opportunities within client base and work with Account Executives to ensure these opportunities.
    • Continuous learning and expertise on industry and client best-practices and trends. Develop client case studies, success stories, and references for assigned clients.

    Minimum Qualifications

    • Bachelor’s degree
    • Experience selling into or supporting the Higher Education Market
    • Strong interest in the Higher Education space
    • Detail oriented; problem solving skills
    • Effective communication skills (verbal and written)
    • Outgoing, high energy, friendly personality
    • Personal initiative, self-motivated
    • Team player, cooperative, flexible
    • Ethical business standards

    Numbers & Facts

    LocationArlington, VA

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