Customer Experience Manager

Posted Yesterday
Los Angeles, CA
Senior level
Information Technology • Consulting
The Role
As the Customer Experience Manager, you will manage relationships, enhance customer experiences, and provide training on the Abacus platform while actively upselling services and coordinating customer events.
Summary Generated by Built In

Job Summary

As our Customer Experience (CX) Manager, you will be responsible for managing a portfolio of Abacus customer relationships to provide guidance on best practices and use of the Abacus platform.  Additionally, you will gather intelligence which can be used to enhance the customer experience as it relates to the delivery of our technology services.

Responsibilities (including but not limited to the following as required)

  • Manage and facilitate recurring customer QBR meetings to discuss service enhancements and/or existing service challenges
  • VoC  - challenges and market trends/concerns and other feedback, accurate documentation in internal Abacus systems.
  • Actively manage a portfolio of 30-40 customers, primarily based in the Los Angeles area, with regular meetings and some travel required.
  • Ensure that all services consistently meet customer expectations
  • Creatively identify customer needs to recommend and upsell Abacus services, both with actively managed clients and small accounts with high growth potential and emerging upsides
  • Documenting and tracking customer information (i.e. NPS, CSAT and customer profitability)
  • Continuous customer education: understanding the business, the growth, the health
  • Exhibit thorough understanding of the Abacus platform, products, service delivery model, partnerships and related services
  • Function as customer and Abacus advocate to resolve issues related to (billing, support, portal, etc.)
  • Document opportunities which may arise from operational challenges that customers face
  • Provide training to customers in the use of the Abacus customers portal
  • Flexibility to work outside of scheduled hours when necessary.
  • Work with the team to coordinate and prepare for customer events
  • Promote the Abacus brand via various channels i.e. social media, events etc.
  • Attend new business pitches when appropriate.

Skills

  • Strong ability to assess and prioritize work in a fast-paced environment.
  • Ability to perform effectively under pressure and meet tight deadlines.
  • Proven success managing, selling and developing customer accounts within the financial services and/or technology fields.
  • Strong interpersonal skills and the ability to build lasting relationships with new and current customers. 
  • Excellent communication (oral and written), interpersonal, organizational, and presentation skills.
  • Candidate to work cross-functionally with internal Abacus teams; including but not limited customer service, business development, engineering, products and project management.
  • Self-motivated, very detail-oriented and organized.
  • Comprehensive understanding of customer/server technologies.
  • Understanding of cyber security concepts (e.g. phishing tests, penetration testing, vulnerability scanning, SIEM, email security, endpoint Protection, MDM etc…)
  • Some technical proficiency in the following areas are required:
    • Understanding public vs hybrid infrastructure models (i.e. Azure/AWS/Private)
    • Active Directory
    • Dual Factor Authentication technologies
    • Microsoft Exchange & MS Office 365 suite
    • Microsoft MDM/MAM
    • SSO
    • Varonis
    • KnowB4

Qualifications

  • 5+ years of relevant CXM experience required; experience with advanced technology concepts and financial services is a plus.
  • Hands-on technical experience required
  • Collaborative and positive mindset.
  • Organized, analytical and thorough is a must
  • Proficient in Salesforce and Connectwise/ServiceNow, helpful.
  • Hybrid (approximately 1 meeting per week with customers in person)
  • Must have valid Drivers License
  • Ability to occasionally travel to San Francisco

The Benefits of Working for Abacus:

  • Exposure to diverse array of technologies
  • Competitive compensation
  • Robust benefits package: medical, dental, vision, disability, life insurance, 401k, and PTO
  • Commission eligible
  • Positive, friendly, supportive office environment
  • Workplace perks such as healthy snacks, wellness program, and fun events

Salary DOE: 125-135k base + commission

Top Skills

Active Directory
AWS
Azure
Connectwise
Dual Factor Authentication
Knowb4
Microsoft Exchange
Ms Office 365
Salesforce
Servicenow
Varonis
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The Company
HQ: Dallas, Texas
310 Employees
On-site Workplace
Year Founded: 2008

What We Do

Abacus Group, LLC is a leading provider of hosted IT solutions and service focused on helping alternative investment firms by providing an enterprise technology platform specifically designed for the unique needs of the financial services industry. The innovative and award-winning Abacus Cloud platform allows investment managers to source all technology needs as a service, offering the capacity to scale on demand to meet current and future cybersecurity, storage and compliance requirements. The company has offices in New York, NY; San Francisco, CA; Boston, MA; Dallas, TX; Greenwich, CT; Los Angeles, CA; Charlotte, NC; and London, England. For more information, visit www.abacusgroupllc.com

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