Customer Success Associate (PTX) – Bottomline

August 8, 2024
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Job Description

·  Managing tier 3 and 4 customers, by developing and maintaining strong relationships
·         Ownership of customer engagement with Bottomline products and services and helping customers to realize the value of our solutions and services
. Co-ordinating renewals to ensure on time renewals
·         Identify renewal risk and collaborate with internal teams to remediate and ensure a successful renewal
·         Monitor customer health and create success plans where appropriate
·         Build and foster relationships with key decision makers and stakeholders across multiple customer teams
·         Independently present and speak to new product enhancements that are relevant to our customers
·         Collate and distribute customer feedback on product adoption, usage, enhancement requests to appropriate teams
·         Partner with Product, Marketing and Account Managers on product deployments, upsells and rollouts
·       Follow the established CSM program and lead Quarterly Business Reviews and Discovery calls
·         Engage customers in strategy calls to derive maximum value from their investment in Bottomline
·         Identify new opportunities to expand customer’s usage of new products and engage internal teams as needed. Create CSA leads
·         Develop and share best-practices to continually improve the quality, effectiveness, and efficiency of our processes
. Undertake specific projects as requested to enhance customer value and business revenue

Preferred Skills:
·         Customer Success / Service experience. Demonstrate success managing customer relationships
·         Strong Customer Success / Service skills and excellent verbal and written communication
·         Ability to effectively manage multiple priorities and activities simultaneously
·         Excellent video, phone, written, and verbal communication skills
·         Organized with a high attention to detail and ability to prioritize and manage time for successful execution