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Customer Success Manager
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Job Description
Description DealHub . AI is building the future of agentic revenue technology. Trusted by leading global businesses, we’re redefining what revenue teams can achieve with AI and agentic execution across the deal lifecycle.
Our mission is simple: help businesses Own Your Revenue with greater speed, intelligence, and governance. The ideal candidate enjoys solving technically complex onboarding challenges and excels at transforming those challenges into measurable customer value.
Key Responsibilities
Customer meetings on a daily basis, in different stages in their journey. Understand customers' business objectives and proactively identify opportunities to drive value and ROI.
Train and provide technical sessions to new customers, ensuring they have a smooth transition onto the platform and understand its features and functionalities. Serve as a trusted advisor to customers, offering guidance and best practices to optimize their usage and adoption of the platform.
Collaborate with cross-functional teams, including Sales, Product, and Support, to advocate for customer needs and ensure a seamless customer experience. Conduct regular business reviews with customers and proactively identify and address any issues or concerns to ensure customer satisfaction and retention.
Drive upsell and expansion opportunities within existing accounts, working closely with the Sales team.
Requirements
On the technical aspects, we expect you to: Have 5+ years of proven experience as a Customer Success Manager from Saas companies - is a must Have proven hands-on experience with leading onboarding and implementation processes Have proven experience and understanding of CRM (Salesforce/Dynamics/Hubspot) - is a must Have good understanding of sales and business processes Experience with CPQ tools (an advantage) On the interpersonal aspects, we expect you to: Have proven experience with similar roles: Customer Success Manager / Presales / Sales Engineer / Technical Account Manager Feel comfortable
Required Skills
Upskill for This Role
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Account Management Mastery: From Client Retention to Growth

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MB-910: Microsoft Dynamics 365 Fundamentals(CRM)

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