Customer Success Manager

1 Month ago • All levels • Customer Service

Job Summary

Job Description

As a Customer Success Manager at Aeries Technology, you will be responsible for building and maintaining strong relationships with customers using the Quickbase platform. Your primary goal will be to ensure customer satisfaction, drive adoption, and facilitate value realization. This involves leading customer onboarding, providing training, monitoring customer health, identifying expansion opportunities, and addressing customer concerns to ensure retention and growth. You will act as a trusted advisor, working closely with customers to help them achieve their business objectives.
Must have:
  • Create deep, value based relationship with customers to understand the outcome.
  • Lead the onboarding process for new customers, ensuring a smooth transition.
  • Guide customers through product setup, configuration, and training.
  • Create customized success plans that align with the customer’s goals.
  • Monitor customer health and engage with stakeholders.

Job Details

About Us Aeries Technology is a Nasdaq listed global professional services and consulting partner, headquartered in Mumbai, India, with centers in the USA, Mexico, Singapore, and Dubai. We provide mid-size technology companies with the right mix of deep vertical specialty, functional expertise, and the right systems & solutions to scale, optimize and transform their business operations with unique customized engagement models. Aeries is Great Place to Work certified by GPTW India, reflecting our commitment to fostering a positive and inclusive workplace culture for our employees. Read about us at https://aeriestechnology.com About Business Unit Quickbase provides a cloud-based platform for creating business applications. The platform offers lowcode development, integration, and workflow orchestration. Quickbase also supports prototyping and application architecture Roles and Responsibility Key Responsibilities: 1. Customer Onboarding & Adoption: o Create deep, value based relationship with customers to understand the outcome Quickbase needs to generate to be considered a success. o Lead the onboarding process for new customers, ensuring a smooth transition from sales to implementation. o Guide customers through product setup, configuration, and training, ensuring they understand how to leverage the full potential of the platform. o Create customized success plans that align with the customer’s specific business goals and objectives. o Facilitate training sessions, webinars, and product demonstrations to encourage rapid adoption. o Monitor customer health and engage with stakeholders to ensure alignment with their goals, offering guidance and best practices along the way. 2. Value Realization: o Work closely with customers to identify and track key performance indicators (KPIs) that demonstrate value from Quickbase solutions. o Proactively assess customer usage patterns and provide recommendations to optimize their experience, ensuring they achieve desired outcomes. 3. Customer Retention & Satisfaction: o Build strong, long-lasting relationships with customers by acting as their trusted advisor and ensuring they are achieving their business objectives. o Address customer concerns promptly and effectively, working to resolve any issues before they impact retention. o Regularly check in with customers, ensuring continued engagement and satisfaction, and identifying potential risks or areas for improvement. 4. Expansion & Growth: o Identify opportunities for upselling and cross-selling additional products or features based on customer needs and business growth. o Partner with the sales team to expand customer accounts, ensuring that additional products or services are aligned with customer goals.

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Bengaluru, Karnataka, India (On-Site)

Mumbai, Maharashtra, India (On-Site)

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