Software Group is establishing a Customer Success department with a mandate to strengthen our partnerships within our existing customer base through active engagement, aiming to deliver customer satisfaction throughout the customer lifecycle and provide strategic guidance as a value-add solutions partner. The Customer Success (CS) team part of a larger Customer Success Initiative that positions our customers as the focal point of Software Group’s
operations, understanding that we, as a company, exist to make other organizations successful. The Customer Success Team is responsible for actively managing customer relationships as a strategic portfolio of assets. The ultimate strategic goal of the Customer Success role is sustainable corporate profitability and growth by making our customers as profitable and productive as possible. The Customer Success team will collaborate closely with all departments to ensure alignment between Software Group and our customer’s strategy and expectations.
Minimum 8 years of experience in Customer Success / Account Management / Consulting role in the financial services industry and a good understanding of IT fundamentals.
Experienced in managing customer relationships at C-level and collaborating with various teams to overcome obstacles and guide the team towards successful completion or resolution.
Ability to work independently with supervision and guidance.
Corporate work ethics acumen: organized, able to work under pressure, able to prioritize and resolve critical and complex issues.
Professional skills: Customer Advocate, Trusted Advisor, Strong Communicator, Solutions Oriented
Demonstrates an ability to become competent in communicating the business value of solutions and identify market trends
Interpersonal Skills: self-motivated, creative, adaptable, analytical.
Strong command of English language – verbal and written.
Ability to travel up to 30-40% of time
Execute effective customer relationship management focused on generating retention, expansion, and advocacy through successful partnerships with our customers.
Maintain a portfolio of customers across various countries and market segments within the Financial Services sector through regular communications and proactive engagement.
Serve as a Trusted Advisor to customers, providing insights into our solutions, sharing relevant market trends, position opportunities for collaboration in line with their strategy
Manage Customer Database through structured information gathering and thoughtful analysis. Leverage data to guide the customer through strategic business decisions and provide inputs to Software Group’s solution roadmap based on client usage, needs, and experiences.
Facilitate requests and escalations as a customer advocate with the ability to convey the position of our organization in collaboration with other departments to ensure a timely response and resolution to help the customer achieved their goals or overcome challenges
Monitor Customer Experience through governance and soliciting regular feedback from customers and SG teams. Support with escalation or mediation as required.
Track and manage the customer journey to understand the value generated from the partnership. Help to demonstrate and promote the value created through the partnership through customer advocacy.
Comply with regular reporting requirements on customer relationship status with regards to satisfaction, revenue forecasting, operations, marketing, finance.
Perform other job tasks assigned to him/her by the management in relation to their competence and professional responsibilities
: Bachelor's degree
Required relevant work experience
: 7 years
English (Spoken: fluent | Written: fluent)
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