We are seeking a Customer Success Manager to drive user engagement, product adoption, and satisfaction across Visible Alpha (VA) Insights and VA on Pro. The successful candidate will partner closely with Marketing, Product, Account Management, and Sales teams to deliver proactive initiatives that maximize the value VA brings to our clients.
Requirements
- Lead targeted engagement campaigns for VA to increase product usage and deepen adoption
- Develop expertise in the VA platform and stay current on new features, workflows, and best practices
- Position and pitch VA alongside Capital IQ Pro, articulating the integrated value proposition and demonstrating how the combined platforms address client needs and drive workflow efficiency
- Cultivate strong relationships with VA power users and key stakeholders, understanding their business objectives and workflows to identify opportunities for greater platform utilization and expansion across departments
- Partner with fellow CSMs to coordinate outreach and share insights on VA engagement across accounts
- Monitor VA product usage, develop account profiles, and collaborate on renewal proposals and upsell opportunities
- Capture and synthesize client feedback specific to VA/Estimates, ensuring enhancement requests are routed to the appropriate product teams
- Use CRM and engagement platforms to plan, track, and optimize VA user interactions and campaigns
Benefits
- Health & Wellness
- Flexible Downtime
- Continuous Learning
- Invest in Your Future
- Family Friendly Perks
- Beyond the Basics