Customer Success Associate (Req #1421)

The posting, as ePlus Technology, inc. wrote it

Overview

*Location: Candidates based in Virginia or North Carolina are preferred*

As a Customer Success Associate (CSA), you will be accountable for managing the customer experience and satisfaction of managed services delivery to a mid-tier set of client accounts and for the overall service relationship . You will promote the continuous improvement of productivity, service quality, and customer satisfaction, while focusing on customer retention and helping customers receive the optimal value of services delivered.

Your Impact

The essential functions of this position include

• Establish a trusted and strategic partner relationship with each assigned client; drive continued value of ePlus products and services
• Hold regular client meetings to review incidents, changes, and address specific customer needs and concerns – target cadence bi-weekly or monthly
• Engage and manage strategic 3rd party annuity services partners, including the execution of the semi-annual process of completing the partner scorecard and corresponding customer survey
• Track and communicate customer satisfaction to all team members and manage recovery efforts when appropriate
• Take ownership and role of customer advocate for sensitive customer issues and escalations, including the development and execution of root cause analysis and related plans for corrective action
• Execute semi-annual customer survey for assigned annuity services customers
• Align with assigned ePlus project manager and other team members to help provide optimal customer experience throughout on-boarding process
• Host go-live meetings with new customers; deliver signed start-of-service letters to billing
• Work with customers to maintain key customer information such as contracts, escalation lists and location data
• Responsible for preparing for and leading annual ePlus customer performance review meeting, which includes participation from multiple levels of the customer’s organization and other members of the ePlus Team
• Manage communication and handoff for non-managed services issues and concerns, ensuring customers experience a full-service, or one-service mentality
• Collaborate with sales teams to identify potential upsell opportunities within assigned customer portfolio – engage Business Development Executive and/or Account Executive for appropriate actions
• Provide data to Business Development Executive for account reconciliation (change orders/true ups) on a regular basis and as required by the business
• Provide necessary data in support of quotes and contracting of Change Orders
• Performs other duties as assigned

Qualifications

• Minimum 2 – 4 years of experience in a client-facing position (Customer Success, Client Services, Account Management, or Technical Support), preferably within an IT services or managed services environment
• Development and delivery of quality customer-facing presentations (in-person and virtually).
• Proficiency with Microsoft Excel

[…]
g needs: We value the well-being of our employees, recognizing that a healthy work-life balance is pivotal to our collective success.

• Embracing communities: We embrace and support the communities that nurture us. Our employees' dedication to fostering positive change is a source of immense pride for us.

Commitment to Diversity, Inclusion and Belonging

• We are an equal opportunity employer that does not discriminate or allow discrimination based on race, color, religion, sex, sexual orientation, gender identity, age, national origin, citizenship, disability, veteran status, or any other classification protected by federal, state, or local law.
• ePlus is dedicated to fostering, cultivating, and preserving a culture that represents diversity, enables inclusion, and makes our employees feel comfortable bringing their full, unique selves to work.

Physical Requirements

• While performing this role, you will engage in both seated and occasional standing or walking activities. We provide reasonable accommodations, in accordance with relevant laws, to support success in this position.
• By embracing our values, you will contribute to our collective mission of making a positive impact within our organization and the broader community. We understand that this job description serves as a guide and is not an employment contract.

ePlus maintains a California Consumer Privacy Act (CCPA) Privacy Notice on our Trust Center, available here: CCPA Privacy Notice .

Notice to Recruiting Agencies: ePlus only accepts unsolicited resumes when presented directly by a candidate. Unsolicited resumes submitted to ePlus from any other source will be considered ePlus property and will not qualify for any placement or referral fees. ePlus will only pay such fees in connection with a valid written agreement between ePlus and the referring agency, and then only after providing advance written approval to the referring agency to submit resumes in connection with a particular opportunity.