Loopio

Scaled Customer Success Manager

Toronto, Ontario, Canada

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Customer Service, Software & SaaSIndustries

Requirements

The ideal candidate should possess at least one year of experience in Customer Success, customer service, or customer marketing, with experience in SaaS being a significant advantage. Strong written and oral communication skills are essential, along with impeccable organizational skills and a natural curiosity to understand customer needs. Analytical skills and the ability to leverage data for decision-making are also required, alongside superb relationship-building skills and the ability to cultivate deep relationships with customers and teams.

Responsibilities

As a Scaled Customer Success Manager, you will work as part of the Scaled/Digital Customer Success team, focused on helping customers win in their response management efforts through a digital-led customer journey. You will collaborate with Customer Experience Leaders, Product, and other cross-functional departments to develop digital communications for customers, create standardized and personalized communications based on triggers, monitor customer health and usage trends, partner with other teams to iterate on the customer journey, and provide value-add services such as webinars and in-app guides. You will also utilize Gainsight to build success plays and email templates, and work with Customer Enablement Managers to ensure a seamless transition from onboarding to the nurture phase, ultimately driving customer adoption and growth.

Skills

Customer Success
Digital Customer Journey
Customer Engagement
Customer Health Monitoring
Product Metrics
Gainsight
Customer Communication
Webinars
In-app Guides

Loopio

RFP response software for enterprises

About Loopio

Loopio specializes in simplifying the process of responding to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and Security Questionnaires. Its main product is RFP response software that helps businesses manage and automate the intricate task of creating high-quality responses. The software features a smart content management system that organizes a company's knowledge base, making it easy for teams to collaborate, assign tasks, and review projects efficiently. Loopio operates on a subscription-based model, allowing clients to access its software and tools for a recurring fee. This model helps clients save time and improve the quality of their responses, enabling them to win more business. Loopio stands out from competitors by focusing on enhancing collaboration and efficiency for medium to large enterprises across various industries, including technology, healthcare, and finance.

Key Metrics

Toronto, CanadaHeadquarters
2014Year Founded
$203MTotal Funding
GROWTH_EQUITY_VCCompany Stage
Data & Analytics, Consulting, Enterprise SoftwareIndustries
201-500Employees

Benefits

Remote Work Options
Hybrid Work Options
Phone/Internet Stipend
Professional Development Budget

Risks

Increased competition from established players like SAP threatens Loopio's market share.
Potential over-reliance on CRM integrations poses risks if policies change.
Recent layoffs may indicate internal financial or strategic challenges.

Differentiation

Loopio integrates seamlessly with CRM systems like Salesforce and HubSpot.
The Response Management Loop Framework offers a holistic approach to proposal management.
Loopio's smart content management system centralizes and organizes knowledge efficiently.

Upsides

Growing demand for AI-driven content management boosts Loopio's market potential.
Integration with CRM systems streamlines sales and proposal workflows.
Expansion into new markets enhances Loopio's global presence and capabilities.

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