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Customer Success Manager Customer Success - Boston -

Company: Aidentified
Location: Boston
Posted on: November 15, 2024

Job Description:

Reporting to: VP Customer SuccessPreferred Location: Boston, MA (mostly remote)At Aidentified, we help our clients and partners unlock the power of their Network. Our products enable organizations to understand their network sphere, find new opportunities, monitor their customers/prospects and increase conversations. Today, Aidentified powers hundreds of companies across the real estate, financial services, non-profit industries, and more!It's an exciting time to join Aidentified. We're a rapidly growing company following our series A funding. We are looking for an experienced Customer Success Manager to drive adoption and help maintain relationships with our customers.The ideal candidate will make meaningful contributions to our retention, onboarding, and product strategies. Additionally, the candidate will have heavy exposure to, and work alongside, our executive leadership team.In this role you will:

  • Serve as the primary point of contact for our partners and customer base
  • Deeply understand your customers' business challenges and how to position our product suite to drive success
  • Lead virtual product trainings and webinar sessions
  • Develop and monitor ongoing client usage reports and success metric analysis
  • Create and execute on Success Plans for each customer to drive adoption
  • Identify at-risk accounts and manage churn risk
  • Run quarterly business reviews to deepen relationships with key stakeholders, highlight areas of success, elicit feedback, and uncover expansion opportunities
  • Work with Product to identify potential enhancements and integrations
  • Collaborate with account executives on renewal and upsell opportunities identified through ongoing supportWe're looking for a candidate with:
    • At least 2 years experience as a Customer Success Manager or SDR/BDR in the SaaS industry
    • Experience working with both marketing and sales personas
    • Proficient with large data sets and using common Excel functions including pivot tables, vlookups, delimiting texts
    • Strong communication and prioritization skills, professional demeanor, and sound judgment
    • Ability to confidently present in front of groups
    • Comfort with fast-paced and rapidly-changing environments
    • Get stuff done, all hands on deck mentality
    • Ability to efficiently manage time and prioritize large books of business
    • Ability and desire to work remoteAbout AidentifiedAidentified is the leader in AI-powered relationship-based prospecting, uniquely combining professional and household data to offer brands a 360 - view of business prospects and the best path for engagement. With its proprietary algorithms - fed by 210 million consumer and 100 million professional U.S. profiles and powered by the latest AI and machine learning techniques - Aidentified provides organizations with unparalleled insights into prospect behavior, real-time wealth events ($20+ trillion to date), and nuanced relationship intelligence mapping. Brands across industries, including financial services, real estate, insurance, enterprise, non-profit, education and luxury, rely on Aidentified to connect with hyper-targeted, qualified prospects faster.Aidentified was founded in 2017 and is headquartered in Boston. For more information, visit and connect with us on and .We provide equal employment opportunities for all current employees and applicants for employment. This policy means that no one will be discriminated against because of race, religion, creed, color, national origin, nationality, citizenship, ancestry, sex, gender identity, age, marital status, physical or mental disability, affectional or sexual orientation, military or veteran status, generic predisposing characteristics or any other basis prohibited by law.
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Keywords: Aidentified, Marthas Vineyard , Customer Success Manager Customer Success - Boston -, Executive , Boston, Massachusetts

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