Exa Capital

Customer Success Manager

• Develop strong relationships with users, managers, and executives of customers
• Understand customer goals, expectations, and reasons for using PrecisionCare software
• Communicate and demonstrate the value of PrecisionCare software
• Manage tailored customer retention strategies and ensure customer satisfaction
• Serve as liaison and point of contact between PrecisionCare and its customers
• Help users use PrecisionCare software effectively and efficiently
• Expand and increase customer software usage
• Create and customize implementation plans
• Travel to customer locations and participate in trade shows, conferences, sales, and networking opportunities
• Execute implementation plans
• Maintain and analyze customer health checks
• Provide user training opportunities
• Analyze customer needs and evolve software usage accordingly
• Coordinate between Customer Support and Software Development teams
• Test and understand new features and functions
• Notify and train customers on pending updates and changes
• Conduct regular customer reviews and analyze usage statistics
• Contribute to software design and development based on user needs and regulatory requirements
• Serve as an escalation point for customer inquiries and concerns
• Educate customers on new features, updates, and best practices
• Manage customer projects, timelines, and deliverables
• Advocate for customers and communicate their needs internally
• Collaborate with sales and marketing to identify professional services opportunities
• Identify features and add-on services to increase customer billing
• Perform other duties assigned by supervisors

Customer Success Specialist