Customer Success Manager (Executive)

Posted 5 Days Ago
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3 Locations
Senior level
Edtech • HR Tech • Software
The Role
The Executive Customer Success Manager ensures strong client relationships with HSI’s enterprise clients, focusing on account growth and customer retention. Responsibilities include leading account meetings, developing Customer Success Plans, managing account retention, and providing product demonstrations to enhance upsell opportunities.
Summary Generated by Built In

Description

The Executive Customer Success Manager is responsible for maintaining strong relationships with HSI’s high value enterprise clients, supporting their experience with HSI products and services, achieving account growth (upsell) and retaining the license long term (renewal). 

This role requires excellent communication and business acumen, a strong understanding of product capability and solution based selling expertise in order to optimise the customer experience and add value with HSI products. The role involves a high level of working collaboratively with clients to understand their business goals and challenges, providing strategic recommendations and solutions to support their success. 


In order to be successful, the CSM needs to excel at internal and external stakeholder engagement, align customer objectives to solutions within the HSI suite of products & services, identify and mitigate retention risk and advocate for the customer. 

Requirements
  • Plan and lead monthly enterprise account meetings 
  • Plan and host quarterly Executive Business Review sessions  
  • Build and maintain relationships with key stakeholders (internal and external) 
  • Develop and report on Customer Success Plans 
  • Engage and partner with client’s product objectives and strategically support their future business strategy 
  • Proactively manage account retention to achieve renewal quota   
  • Identify and pursue opportunities for account growth and achieve upsell quota  
  • Provide system demonstrations to clients to facilitate upsell opportunities  
  • Work with clients to ensure appropriate configuration and optimal use of product(s)  
  • Advocate for the customer by sharing insights and feedback to help drive product enhancement and improvement 
  • Contribute to client retention strategies and projects 
  • Maintain knowledge of contract obligations   
  • Engage with the business to drive and deliver client product and strategic outcomes 
  • Engage the HSI support team to service the customer in accordance with SLA’s  
  • Maintain client records, renewals & upsell opps in CRM and other tools  
  • Gather customer insights and identify trends and patterns for business improvement  
  • Mentor less experienced team members to uplift their knowledge of business processes and products 
  • Oversee customer escalations and work with internal stakeholders to achieve resolution  
  • Develop and share best practice with team members to continually improve the quality, effectiveness and efficiency of our processes 
  • Solicits customer insights  
  • KPI’s 
    • Annual renewal quota  
    • Annual upsell quota  

Qualifications and Experience 

  • 10 + years’ experience of managing client accounts 
  • 2 + years’ experience managing enterprise accounts  
  • 2+ years’ experience in achieving account growth targets  
  • Excellent communication and problem-solving skills 
  • Have an interest in technology and master new technology easily 
  • Experience in a Health, Safety and/or Employee Wellbeing role 
  • Experience using HSI systems 
  • Experience with data and reporting tools 
  • Experience with Sales Force (or similar CRM) 
  • Proficient MS Office applications  
Benefits

What’s in it for you? 

  • Access to a confidential and free EAP Service (Employee Assistance Program) 
  • Birthday Bonus Day – A day of paid leave for your birthday! 
  • Access to FlareHR Employee Benefits & Discounts, including Novated Leasing 
  • Hotel Discounts for yourself, family + friends 
  • Tuition Reimbursement – We are constantly looking to foster development and growth which is why we support eligible employees with education expenses. 
  • Volunteer Leave – We believe in giving back and supporting activities that serve the community which is why our employee’s are entitled to 16 hours of volunteer leave per year to support causes that align with our mission ‘Connection Workplace Safety, Compliance and Employee Development’ 
  • A flexible working environment 
  • A collaborative and supportive team-based environment 


We have offices across the country and support flexible working, so candidates from Perth, Sydney, Brisbane and Melbourne will be considered. 

  

Our culture 

Life at HSI Donesafe is underpinned by our key values: 

#OwnIt - We do what we do with passion and enthusiasm. We take responsibility and just get the job done. 

#GotYourBack - We're a company that fosters collaboration, teamwork and innovation. We work exceptionally hard and celebrate our wins together. 

#Better - Creating new and better ways for our team and organization to be successful. As an organization and as individuals, we are a work-in-progress always striving to be better.

Top Skills

CRM
Data And Reporting Tools
Hsi Systems
Ms Office Applications
Sales Force
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The Company
Frisco, Texas
642 Employees
On-site Workplace
Year Founded: 1971

What We Do

HSI is a leader in Environmental, Health and Safety (EHS) and workforce development software, training, and compliance solutions. Our content solutions and technology platform enable safety, HR and operations managers to train employees on necessary workforce skills, keep workers safe, and meet regulatory and operational compliance requirements.

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