Customer Success & Support Manager - 100% Remote

Company Description

LeadCenter.AI is an AI-powered sales and marketing automation platform designed for financial advisors to increase the conversion rate of leads to business, and improve customer satisfaction while reducing operational costs.

Role Description

This is a full-time remote role for a Project Manager - Customer Success Manager at LeadCenter.AI. The role involves managing projects, expediting processes, and overseeing technical support to ensure customer success.

Onboarding new customers:
• Guiding new clients through the initial setup and implementation process, educating them on product features and best practices to ensure smooth adoption.

Regular customer check-ins:
• Proactively reaching out to customers to monitor their usage, identify potential issues, and provide ongoing support to optimize their experience.

Customer success planning:
• Developing tailored plans for each customer based on their specific requirements, outlining key performance indicators (KPIs) and milestones.

Technical support:
• Providing technical assistance when necessary, addressing customer queries and troubleshooting issues.

Feedback collection and analysis:
• Gathering customer feedback to identify areas for improvement and communicate insights to product development teams.

Required Skills:
• Excellent communication skills: Ability to clearly articulate complex information and build rapport with customers at all levels.
• Empathy and customer focus: Understanding customer needs and perspectives to provide tailored support and address concerns effectively.
• Analytical skills: Monitoring customer usage data and KPIs to identify trends and potential risks.
• Problem-solving abilities: Identifying and resolving customer challenges quickly and efficiently.
• Relationship management skills: Building trust and maintaining strong long-term customer relationships.
• Technical knowledge: Familiarity with the company's product or service features and functionality.
• CRM proficiency: Ability to effectively use customer relationship management software to track customer interactions and manage data.

The position is 100% remote.

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