Associate - Customer Success

Company Description

About Freshworks

Freshworks makes it fast and easy for businesses to delight their customers and employees. We do this by taking a fresh approach to building and delivering software that is affordable, quick to implement, and designed for the end user. Headquartered in San Mateo, California, Freshworks has a global team operating from 13 global locations to serve more than 65,000 companies -- from startups to public companies – that rely on Freshworks software-as-a-service to enable a better customer experience (CRM, CX) and employee experience (ITSM). 

Freshworks’ cloud-based software suite includes Freshdesk (omni-channel customer support), Freshsales (sales automation), Freshmarketer (marketing automation), Freshservice (IT service desk), Freshchat (AI-powered bots), supported by Neo, our underlying platform of shared services.

Freshworks is featured in global national press including CNBC, Forbes, Fortune, Bloomberg and has been a BuiltIn Best Place to work in San Francisco and Denver for the last 3 years. Our customer ratings have earned Freshworks products TrustRadius Top Rated Software ratings and G2 Best of Awards for Best Feature Set, Best Value for the Price and Best Relationship.

Job Description

Job Role:

The Customer Success Associate will proactively engage with customers to provide strategic and tactical guidance to them in order to increase the value they acquire from Freshworks suite of products.

Role Requirement:

● Engage proactively with customers using the engagement model (based on customer segment) laid out 

 ● Understand and document customer’s business flow (for large customers) and deep understanding of use-cases

● Have deep product knowledge of all product lines. Ability to showcase product demo + work out solutions for business use cases using best product-fit

● Aligning with key customer stakeholders to establish a stronger customer relationship management program (stakeholder mapping)

● Evaluate how customers manage their Freshworks product suite investment & identify efficiency and effectiveness gains (process & tools)

● Promote awareness of the latest innovations Freshworks is releasing (products/features in pipeline)

● Work with internal cross-functional teams (product, sales, pre-sales, marketing, product marketing, support etc.) to ensure customer’s issues/solutions are addressed

● Work with Program Manager (Customer Success) to derive data driven insights/intelligence to run focused and result-oriented customer engagement programs. Understanding of SaaS metrics and

● Own two key metrics (Increase Product-Adoption & Customer Retention)

● Use customer management tool (Natero) (Training will be provided to get familiar)

● Implement and support compliance to Freshworks compliance and information security processes

Qualifications

● 1-3 years of relevant work experience in a customer-facing role out of which majority in a Customer success/retention portfolio

● Proven track record of establishing themselves as a strategic trusted advisor to clients

● Must be able to take complex client and vendor concepts and articulate them to an audience of varying perception levels

● Very Strong written and verbal presentation/communication skills (ESSENTIAL)

● Self-starter who can own ongoing customer success of both large and small clients 

 ● Ability to report and share client’s status on a timely/pre-defined interval

● Experience with B2B SaaS handling volume of accounts in SMB space is preferred 

Additional Information

At Freshworks, we are creating a global workplace that enables everyone to find their true potential, purpose, and passion irrespective of their background, gender, race, sexual orientation, religion and ethnicity. We are committed to providing equal opportunity for all and believe that diversity in the workplace creates a more vibrant, richer work environment that advances the goals of our employees, communities and the business.