Demo

Customer Success Manager

Omega Optical Holdings
Brattleboro, VT Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 5/29/2025

Job Description

Job Description

Description : SUMMARY :

Educate the customer about our cross-platform capabilities and a single value-add supply chain partner that can enable them to consolidate disparate optical component and sub-assembly suppliers into a single broad partner to fulfill most, if not all, of their optical procurement needs.

Essential Duties and Responsibilities include the following, but not limited to :

  • Ensure best-in-class customer relationship management of named managed accounts such that they should come to see the Customer Success Manager, and available supporting technical resources as an extension of their own design, engineering procurement and quality teams
  • Maintain timely and accurate deal management in CRM
  • Perform established RFQ process to achieve fast turnaround, working with assigned technical resources within each division for acceptable costing and lead times.
  • Promote appropriate customer onsite visits, coordinated with outside sales, to present QBR’s, meet new contacts, learn of current projects and new product introductions
  • Follow a consistent order entry and monitoring process which includes visibility to track orders moving through each appropriate OOH division to verify on time delivery which will be communicated to the customer for each order placed
  • Coordinate reporting for bookings and revenue by account and by product code Continuous improvement of cross-platform knowledge base within the team, including accessing a knowledge base repository when available
  • Strive towards inter-division collaboration for a seamless customer interface experience (make every reasonable effort to shield inside the company processes and resource structure and exhibit smooth information flow to the outside)

CRITICAL KPI’S

  • Bookings to Budget for named managed accounts
  • Forecast accuracy and pipeline health
  • Quote turnaround and conversion rate
  • Build a library of Top Customer report cards
  • Track cross-platform orders to measure success and highlight focus
  • Strategy to drive RMA issuance to zero with quick customer acknowledgement, preliminary disposition and final finding and corrective action promptness
  • Qualifications

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Education and / or Experience

  • High School Diploma or GED equivalent or 2 years of experience in a similar role; related certifications or specialized training a strong plus
  • Competencies

  • Proficient account and sales order management, multi-tasking when needed, working well in a team environment
  • Skills / Abilities

    Self-directed activities related to job function, good work prioritization in a changing environment, strong collaboration mindset

    Computer Skills

    Proficient use of Microsoft Office suite of applications (including Word, Excel, PowerPoint and Teams videoconferencing), CRM and basic navigation of ERP

    Work Environment

    Business professional, office-based – remote work on occasion with prior approval from manager, appropriate business attire according to company handbook, friendly collaborative team-oriented positive attitude is essential to be successful in this role

    Physical Demands

    While performing the duties of this job, the employee is regularly required to sit, walk, stand, talk and hear. The employee may occasionally lift and / or move up to 50 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    OOH is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

    Requirements :

    Education and / or Experience

  • High School Diploma or GED equivalent or 2 years of experience in a similar role; related certifications or specialized training a strong plus
  • Competencies

  • Proficient account and sales order management, multi-tasking when needed, working well in a team environment
  • Skills / Abilities

    Self-directed activities related to job function, good work prioritization in a changing environment, strong collaboration mindset, Computer Skills : Proficient use of Microsoft Office suite of applications (including Word, Excel, PowerPoint and Teams videoconferencing), CRM and basic navigation of ERP

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