Customer Migration Manager

Newton Vision Co.

. Support customer inquiries and product evaluation to support successful recontracting to PipeFlo Connect .

Posted 9/23/2026full-timeRemote • ColombiaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Customer Success and Account Management, with a strong focus on customer onboarding, migration, and retention strategies. Proficient in managing customer inquiries, technical evaluations, and cross-functional collaboration to enhance product adoption and customer satisfaction.

Highest-signal resume keywords

Customer Success ManagementAccount ManagementCustomer OnboardingSalesforce ExperienceTechnical Demonstrations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer MigrationProduct EvaluationSubscription PricingTechnical SupportSales NegotiationUpsellingProcess ImprovementData Tracking

Soft Skills

Verbal CommunicationWritten CommunicationOrganizational SkillsProblem SolvingCustomer Experience Focus

Tools & Technologies

SalesforceMicrosoft Suite

Industry Keywords

Customer RetentionProduct AdoptionCross-Functional CollaborationCustomer Feedback

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Support customer inquiries and product evaluation to support successful recontracting to PipeFlo Connect
Become familiar with functionality, key features, and value proposition of the new functionality to accurately position PipeFlo Connect compared to the current version
Support technical evaluation and coordinate with Sales Engineering to facilitate technical demonstrations
Price and quote customer subscriptions for PipeFlo Connect
Process migration opportunities within SFDC, accurately executing needed steps and securing customer contract commitments
Work cross functionally with Sales, CS, and Product to support growth and long-term retention
Manage customer migration to the new platform
Facilitate successful customer onboarding to PipeFlo Connect
Conduct target outreach cadences to support onboarding; manage follow-ups via email and phone and track activities and outcomes in SFDC
Facilitate a warm handoff to the Training Team for training on the new product version
Gather feedback on product adoption and provide the voice of the customer internally to support process improvement
Identify add-on services, products, and subscription changes, partnering internally to address customer needs
Manage at-risk situations and collaborate with internal teams to support customer requests, issues, and feedback

Requirements

What you’ll need

Strong English verbal and written communication skills are mandatory
3+ years of experience in Customer Success or Account Management roles
1+ years of Software experience converting commercial models or supporting upsells to new product versions
Experience managing new sales, renewal, and/or negotiation conversations
Experience with migrating existing customers to a new product or platform
Highly organized
Passion for delivering an excellent customer experience
Professional presence with ability to listen to, understand and present to customers via email and phone
Proactive problem solver with experience developing creative solutions for customers and the business
Experience with Microsoft suite and Salesforce
Bachelor's degree preferred

Benefits

Comp & perks

Remote work
Full-time employment