Customer Success Manager in Evanston, IL at DISYS

Date Posted: 3/13/2018

Job Snapshot

Job Description


Job Title: Customer Success Manager

Job Description

The Customer Success Manager is the main point of contact to the customer, providing a touch point for customers post-sale to serve as their advocate and liaison.  They will help grows, train and retain customers who subscribe to sales-i by performing the following duties:

Primary Responsibilities

• Coordinate trainings with the sales-i in-house trainer to assist with implementation and driving adoption.

• Develops success plans for customers that outline their critical success factors, metrics for success, and potential issues and provides recommendations.

• Up- and Cross-sells different product lines and users where able

• Works with the clients’ Sales, I.T. & Executive team to identify and resolve all issues that could impact satisfaction.

• Performs implementation consulting services.

• Provides assurance to customers during the SaaS implantation.

• Becomes proficient in implementation and launch protocol.

• Responsible for account management by phone, email, online meetings, in-house and on-site meeting.

• Tracks, acts upon, and manages customers.

• Ensures the client takes advantage of best practices, identifies what they are per the client and develop.

• Leverages customer relationships as needed for prospect references.

Keeps customers informed of process and procedural changes.


• 2+ years in a customer-facing Account Management or Customer Success role, within a B2B company (SaaS preferred).

• Ability to present to groups as small as three, and as large as forty (sometimes in-person).

• Must be able to read, write and speak English as a primary language (Spanish bilingual a plus).

Basic math reasoning to confirm contract status’, when asked.

  • Good solution-orientated problem-solving ability.
  • Good written and verbal communication skills.
  • A customer focused approach.
  • Able to work under pressure.
  • Good at multi-tasking.
  • Ability to thrive in a changing environment.
  • An ability to learn new software systems.
  • Collaborative working style.

Digital Intelligence Systems, LLC. is an Equal Opportunity Employer, M/F/D/V. We do not discriminate against any employee or applicant because they inquired about, discussed, or disclosed compensation. Email recruitinghelp @ to contact us if you are an individual with a disability and require accommodation in the application process.