Client Success Manager

The CSM’s responsibility is to manage and oversee successful client relationships based on the
technical services and products delivered by the Element team. These services include the
design, development, and implementation of projects, management of ongoing services,
oversee issues / ticket resolutions cloud services. The CSM will also be responsible for
developing and generating the work to be delivered by Element Professional Services team.
This includes overseeing all tasks, meetings, client communications and Element team
members involved in service delivery. Recommendations and delivery of Element services in
the form of Technology Business Reviews on a Quarterly, Semi Annual or Annual basis to meet
client objectives and budgets will also be a key function. The CSM will need to be able to
generate their own quotes while working with product management and engineers for accuracy
and review prior to delivery. The true key to success for the CSM will be to ensure the overall
client happiness and success of Element within our client base helping our clients meet their
overall business objectives.

General job duties:

Contact existing customer base regularly to determine needs for additional products and services.
Establish regular cadence to meet with client based on needs to drive technology change.
Prepare status emails and document status meetings both internally and with clients.
Monitor and track licensing status for clients to ensure compliance and timely renewals.
Maintain current information for all current vendors, distributors and partners including agreements,
contracts, account numbers, and contact information in CW Manage.
Act as primary liaison between Company and current vendors, distributors and partners.
Provide timely and accurate proposals/quotes to customers as needed or requested by clients.
Research for accuracy any new or unknow technologies or licenses to assist client with needs.
Review Sales trends and recommend strategies to address needs.
Create supporting materials (presentations, reports, etc) for scheduled meetings with clients.
Maintain Opportunities in CW Manage and keep current as to status of opportunities 

Improve personal and professional technical knowledge to understand and guide client needs.

Qualifications:
Experience
• Two-year technical degree, AA or 4 year degree.
• 1-5 years experience successfully managing technical client relationships for 25 to 150 user
environments.
• 1-5 years experience quoting and recommending technical stack within client base
• 1-5 years experience selling technology solutions which may include, desktops/laptops, servers, SAN’s,
NAS’s, firewalls, routers, switches, Anti-virus, backups, O365, or any cloud based solutions.
• Proven technical ability
• Proven ability to communicate effectively to understand problems and explain solutions
Performance Abilities
• Professional demeanor
• Excellent interpersonal skills
• Excellent pro-active verbal and written communication skills
• Organized: Able to manage and complete multiple opportunities withing a single client base
• Detail oriented: Able to apply consistency throughout the work product
• Efficient: Effective at producing required quotes and presentation materials in a short amount of time
• Pro-active: able to not things that need to be done without being prompted and follow up on
• Follows direction yet applies judgement and has Elements best interests at heart
• Team member yet knows when to work independently to accomplish tasks

Physical and other requirements
• Substantial periods of work utilizing a computer, monitor, keyboards, and mouse
• Must possess mobility to work in standard office setting and use standard office equipment
• Must possess ability to work remotely either at home or at client locations
• Must have dedicated work area if working from home away from distractions and professional in
appearance
• Stamina to maintain attention to detail despite interruptions
• Vision to read printed materials and computer screens
• Possess reliable transportation with capacity to transport equipment such as workstations or servers.
• Possess reliable transportation to work outside o f standard work hours when needed
• Capable of lifting up to 50 pounds (from time to time)

What You'll Love About Us:

• Compensation.  We offer a competitive salary bonus opportunities
• Rest and Relaxation. 3 weeks paid time off, 8 paid holidays
• Health Benefits. Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
• Give back. Get paid to give your time to the community: ask us about this!
• Educational Benefits. Whether you are studying for specific certifications, or currently enrolled in higher education, we can help cover some of those expenses.
• Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.

Not sure if you qualify? Think about applying anyway:

We understand that not everyone brings 100% of the skills and experience for the role.  At Element we are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds.  Whether you are new to IT, returning to work after a gap in employment or looking to take the next step in your career, we are excited to learn more about you and encourage you to apply!

Element is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.