21 Customer Success Manager Jobs in Mountain View, CA
Docyt is Hiring a Customer Success Manager Near Mountain View, CA
We're looking for people-oriented professionals who are excited to grow in a cross-functional role and are comfortable making calls to senior-level executives and synthesizing data to show customers an analytical solution to their pain points.
Location: San Jose, CA or Tucson, AZ (preference given to local candidates, remote candidates considered)
Responsibilities
- Develop and execute customized onboarding plans that align with clients' financial management goals and operational needs
- Lead the setup and configuration of Docyt software, including the integration with existing financial systems, ensuring data accuracy and system compatibility
- Provide hands-on training and support to clients, empowering them to effectively use Docyt's features, such as automated bookkeeping, document management, and real-time financial insights
- Act as the primary point of contact for clients throughout the onboarding process, addressing any questions, concerns, or technical issues promptly
- Collaborate with the Docyt support team and other internal stakeholders to enhance the onboarding experience, gather feedback, and implement improvements
- Stay up-to-date with the latest features and updates of Docyt software, as well as accounting regulations and best practices, to provide informed guidance to clients
- Identify and pursue upsell and expansion opportunities within the assigned client base
- Monitor and track key performance metrics for assigned clients, and report on the health and success of the relationship
- Contribute to the development of best practices and processes for customer success.
- 5-7 years of work experience as a CPA or equivalent work experience in a public accounting setting (required)
- Understands accounting software (it could be Quickbooks, Netsuite, etc.)
- A quick learner that is process-oriented
- Aptitude to troubleshoot problems - capable of asking probing questions and designing solutions to address the issue
- Account expansion
- Experience working with brand image and promoting value through customer experience
- Exceptional ability to communicate and foster positive business relationships
- Technical skills required as they relate to the use of the product or service
- Accountability and personal organization are essential
- Experience working with and managing international teams as the majority of our CS team sits in India.
- Leadership - shows aptitude to grow into a leader (humble, listens, has the ability to form their own Point of view)
- FTE employment opportunity at an early-stage Silicon Valley-based startup
- Competitive compensation
- Comprehensive medical, dental and vision coverage
- Company 401(k) plan
- Company-provided laptop
Job Summary
Full Time
$132k-184k (estimate)
06/02/2024
11/09/2024
docyt.com
Sunnyvale, CA
<25
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The following is the career advancement route for Customer Success Manager positions, which can be used as a reference in future career path planning. As a Customer Success Manager, it can be promoted into senior positions as a Customer Success Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Success Manager. You can explore the career advancement for a Customer Success Manager below and select your interested title to get hiring information.
If you are interested in becoming a Customer Success Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Success Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Success Manager job description and responsibilities
Having a customer success manager overseeing the onboarding process helps with retention.
01/03/2022: Pueblo, CO
Customer success managers should have strong organization and presentation skills, but those things can be taught.
12/19/2021: Modesto, CA
They monitor their customers’ happiness closely so that they are able to offer solutions before problems occur.
02/13/2022: Everett, WA
Take time to understand what each customer needs and help customers take the shortest route possible.
01/23/2022: San Jose, CA
The customer success manager characterizes himself with being organized, presentable and acquiring technical skills.
01/07/2022: Minneapolis, MN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Customer Success Manager jobs
Customer success managers are both salespeople and support professionals.
12/15/2021: Las Cruces, NM
During the operational stage (also known as “Business as usual), Customer Success Managers often provide technical know-how, expertise, and training to customers with the goal making them successful and keeping them satisfied with the business’s products
01/02/2022: Longview, TX
A good Customer Success Manager must have a thirst for knowledge, the ability to learn quickly and easily grasp new software applications.
02/21/2022: Pueblo, CO
Maintain a detailed understanding of products and services, assist customers with questions and suggest the best products for their needs.
12/22/2021: Temple, TX
Customer Success Managers must be strong, natural advocates.
02/15/2022: Clearwater, FL
Step 3: View the best colleges and universities for Customer Success Manager.
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