Portfolio Success Manager

About the role

Portfolio Success Manager at Ideagen. Execute success plans aligned with the portfolio customer’s business goals, focused on maximizing product adoption and achieving customer outcomes.

What you'll do

• Execute success plans aligned with the portfolio customer’s business goals, focused on maximizing product adoption and achieving customer outcomes
• Engage with customers regularly through a mix of digital and virtual and digital activities and gather insights into customer needs
• Conduct analysis of account health, tracking customer satisfaction, product usage
• Act as a customer advocate within the organization, coordinating with product, sales
• Utilize customer data for cross-selling, upselling, and renewing contracts, collaborating closely with the sales team on expansion opportunities

What you need

• 5–9 yrs of experience
• CRM
• Customer success
• Sales
• Cross-selling
• Upselling
• Communication
• Any graduate

Good to have

• Salesforce