Job Summary:
The Client Success Manager (CSM) is an individual who possesses a strong drive for results. The perfect candidate thrives in an environment that requires high adaptability, resourcefulness, ‘client first’ focus and accountability.
Core Duties:
• Always know if the client is satisfied with the quality and timeliness of delivery and that they are getting value from the service they receive.
• Onboard all new services including projects, helpdesk and service.
• Coordinate all onboarding activities to ensure that all service delivery teams are successful including Warehouse, Inventory, Production, Field Technicians, Scheduling, Finance, Project Management, Helpdesk and Service.
• Ensure that reporting for all areas is in place for internal and external use.
• Ensure that the correct communication structure is in place and Committed Action is being followed.
• Put the correct cadence of weekly/monthly/quarterly meetings in place.
• The CSM prepares for the meetings, facilitates, sends out action items and drives all actions to resolution (reporting out on completed actions).
• Pre-empt issues before they become problems, this includes identifying risk.
• Watch for trends and actively work with the service delivery teams at Spencer to identify RCA and solutions.
• Serve as the liaison between Spencer teams and the client.
• Conduct proper problem management, track all problems and provide the customer with regular updates through to resolution.
• Proactively notify leadership of a high impact incident.
• Track and determine quality of all services delivered across the account.
• Identify services that are not meeting Spencer standard metrics and work with the service delivery teams to put in place a recovery plan.
• Conduct project/service postmortems.
• Constantly look at the account through the lens of continuous improvement, identifying smarter ways for our teams to be delivering service.
• Ensure that all completed business is invoiced and paid in a timely manner.
• Provide proposals to the client when needed.
• Other duties as required.
Basic Qualifications:
• Minimum 5 years directly and indirectly management experience: Required
• Minimum 10 years of project management experience: Required
• Minimum 5 years of client-facing experience either in sales or account management: Req.
• Retail experience preferred. Familiar with various store technologies found at retailers including Point of Sale, Network infrastructure and back-office systems.
• Excellent Working Knowledge of Microsoft Business Applications (Excel, Outlook, PowerPoint, Visio, Project)
• Excellent customer service skills
• Strong analytical skills. Ability to understand data and metrics related to sales and inventory.
• Strong communications skills (verbal and written)
• Ability to prioritize multiple responsibilities, balancing client deliverables on multiple projects as well as internal obligations.
• Strong negotiation skills with a problem-solving attitude
• Ability to travel, up to 50%
• Demonstrated ability to work independently and remain motivated.
• Nights and weekends, as needed.
• Bachelor’s degree or equivalent experience in a related field
Physical Requirements:
• 10% Continuously required to stand
• 10% Frequently required to walk
• 50% Frequently required to utilize hand and finger dexterity
• 0% Frequently required to climb, balance, bend, stoop, kneel or crawl
• 75% Frequently required to talk or hear
• 0% Continually work near moving mechanical parts
• 0% Occasionally work in high, precarious places
• 0% Continually work around fumes, airborne particles, or toxic chemicals
• The employee must occasionally lift and/or move up to 25 pounds
• Specific vision abilities required by this job include Close vision; Distance vision; Color vision; Peripheral vision; Depth perception and ability to adjust focus