Strategic Customer Success Manager, Enterprise at Smarsh

Atlanta, Georgia, United States

Smarsh Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Compliance, Regulated Industries, Financial ServicesIndustries

Requirements

  • 10+ years’ experience in a customer-facing role, preferably in B2B and/or SaaS environments
  • BA/BS degree in business/technology or comparable experience and 5+ years’ experience in customer success
  • Understanding of Banks, Broker Dealers, Hedge Funds, Private Equity, FinTech, VC funds and their respective technology needs is a big advantage
  • Extremely strong oral and written communication skills
  • Intellectual Curiosity and technical acumen
  • Skilled at matrix management and using leadership skills to achieve goals
  • Demonstrated mastery of organization skills
  • Confident in juggling multiple tasks
  • Ability to quickly understand questions and problem solving
  • Proven results in driving customer health and satisfaction resulting in loyalty and advocacy
  • Knowledge of working in tools like Salesforce, Gainsight and Jira

Responsibilities

  • Create value for the customer by knowing, tracking, and managing customer’s business objectives tied to Smarsh solutions
  • Know your accounts and their organization structure. Establish, maintain and grow senior executive relationships for your accounts
  • Partner with Account Executive to develop long-term strategic account plan and lead substantial portions of the strategic account plan
  • Drive and track customer adoption of Smarsh products and services
  • Proactively identifying strategic growth opportunities while providing value with what the customer has today
  • Measure and report on customer health
  • Identify appropriate steps or resources and lead effort to improve customer health
  • Proactively identify At Risk Clients and define escalation and remediation plans. This includes any cross-departmental collaboration as needed
  • Establish and oversee a comprehensive customer governance structure with clear processes, cadence, and communication channels including Executive Business Reviews
  • Take ownership for resolving customer issues; Partner with other internal teams to ensure escalated issues are being resolved in a timely manner
  • Lead weekly or monthly meetings for assigned accounts, including 1-on-1s with key customer contacts
  • Negotiate complex renewal terms
  • Adhere to defined CSM processes, metrics, and tools
  • Track activities in CRM tools and accurately log outcomes of customer discussions
  • Consistently meet or exceed target customer activity metrics and SLO’s
  • Identify best practices and coach throughout Customer success team
  • Work as part of a collaborative team and provide feedback for improvement to internal stakeholders
  • Other duties as assigned

Skills

Customer Success
Account Management
Executive Relationships
Strategic Planning
Product Adoption
Customer Health
Risk Identification
Retention Strategies
Growth Opportunities
Enterprise Accounts

Smarsh

Archiving and compliance solutions provider

About Smarsh

Smarsh provides archiving and compliance solutions specifically designed for financial services, government agencies, and other regulated industries. Their main product is a cloud-based archive that allows organizations to securely store, search, and manage their communications data, including emails, text messages, and social media interactions. This system helps businesses meet complex security, data privacy, and regulatory requirements. Smarsh differentiates itself from competitors by offering a scalable Software-as-a-Service (SaaS) model that caters to both large enterprises and smaller organizations, ensuring that clients can adapt to evolving regulations. Their goal is to help organizations efficiently manage their communication data, identify risks, and maintain compliance, particularly through tools like Connected Capture for Microsoft Teams, which supports remote workforces.

Portland, OregonHeadquarters
2001Year Founded
$42.4MTotal Funding
BUYOUTCompany Stage
Enterprise Software, Cybersecurity, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Health Insurance
Dental Insurance
Life Insurance
Disability Insurance
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Paid Holidays
Hybrid Work Options
Stock Options
401(k) Company Match
Employee Assistance Programme
Wellness Program
Adoption Assistance
Group Income Protection
Group Life Assurance
Maternity Leave
Paternity Leave
Workplace Pension Scheme
Monthly Wellness Allowance
Company Bonus

Risks

Integration with OpenAI's API may pose compliance and security challenges.
EU's AI Act requires significant adjustments to Smarsh's AI systems.
Expansion into Latin America may expose Smarsh to regional instability.

Differentiation

Smarsh offers cloud-native, context-aware archiving solutions for regulated industries.
The company integrates with popular tools like Microsoft Teams for seamless compliance.
Smarsh serves 9 of the top 10 banks, showcasing its industry trust.

Upsides

Smarsh's global expansion includes a new office in Costa Rica for enhanced support.
Integration with OpenAI's ChatGPT API enhances Smarsh's AI compliance capabilities.
Partnership with Verizon simplifies mobile compliance procurement for Verizon's clients.

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