As a high-growth tech company selling software in a competitive global market, the work is not easy. But it’s interesting and super fun.
As the Customer Success Consultant, your primary purpose is to ensure our customers get, and keep getting value from their investment in Phocas. You strive to retain our customers, turn them into advocates for Phocas and proactively identify opportunities for further revenue growth within our existing customer base.
It’s what our consultants love about the work. Because it gives meaning to their roles. Oh, and did we mention it was fun? No? Well, you’re in for a good time.
To suceed in this role, you will need experience in finance or accounting, as our software is designed to empower businesses with data-driven financial insights. Your understanding of financial processes and reporting will help customers fully leverage our solutions to streamline their operations and improve decision-making.
If you're ready for a dynamic role that blends financial expertise with customer success, we'd love to hear from you!
Here’s how you’ll do that:
- Proactively drive activities that increase brand awareness, product presence and user adoption. This could be through regular customer account reviews, product demonstration, customer training, events and other marketing activities
- Provide exceptional service and support, and ensure the customer is gaining value from their investment through coaching, advice and training
- Guiding clients through onboarding, issue resolution, and adoption phases with your fantastic communication and training abilities
- Identify new business opportunities within the account for revenue growth
- Collaborate with global colleagues to continuously improve products, internal processes and documentation as they relate to customer success
This is what you’ll need to do it:
- A love of working with customers and developing long-term value
- Excellent presentation, training and communication skills
- Experience with managing strategic accounts & building trust relationship with C-suite
- You enjoy building rapport with your customers, and staying up to date with product enhancements and features
- Financial planning, accounting, or financial modeling knowledge, as well as an understanding of ERPs is essential
- Solid understanding of business needs and customer focus with a dedication to customer experience
- Previous experience within a Customer Success role within SaaS
A bit about us to see if we’re a match for your enthusiasm
We’re a business planning and analytics company on a mission to make people feel good about data. We’ve been hard at it for 20+ years, helping 2,300 companies turn complex business data into performance boosting results. Despite our global status, we’ve held on to our start-up roots. The result is a workplace that’s fast, exciting and designed for fun.
Create your happy place! Apply today!
Salary Range: $85,000 to $100,000 (Salary range is subject to regional differences and assumes fully qualified based on job requirements).
- Bachelor's degree in Accounting or another related subject. In lieu of degree, relevant equivalent experience required.
- Minimum 1 years' experience working within finance
- Minimum 3 years’ prior experience working in Customer Success or Account Management roles, ideally within the SaaS/IT industry
- Proven track record of meeting or exceeding retention goals / customer satisfaction metrics
- Experience with Phocas or FP&A related products – other BI, CRM, ERP software products
- Familiarity with financial planning, accounting, or financial modeling is essential
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short Term & Long Term Disability
- Training & Development
- Work From Home
- Wellness Resources
Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.
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Top Skills
What We Do
Phocas Software makes people feel good about data because it is easy to use.
All customers can collate and understand the key numbers critical to their work without the help of IT or a technical expert. Phocas has a low barrier to entry, reduces layers of data, decreases administration costs, and allows everyone within an organisation to understand financial performance better and act on it.
Phocas changes the way people think and work and allows you to be decisive and more confident in your decision-making. Phocas’ cloud data analytics application plugs into enterprise ERP systems and multiple other data sources.
Our team of 300 people located across the UK, Europe, Asia, Australia, New Zealand and North America live by our company values: “fun, fulfilling, forever.”
