Customer Success Manager II

About this roll* (Responsibilities)

• Live customer interaction! This role is all about meeting new customers, getting on camera & navigating strategically, efficiently and confidently. You can run a demo, deliver complex messaging in a simplified & concise manner and can redirect or transition conversations to accomplish your goals. 
• Self investment into technical knowledge growth - education minded in order to continuously support customer at scale
• Data Driven - you leverage data to make informed decisions on behalf of the customer and the business
• Ability to diagnose customer issues, develop strategies, and make leverage cross-functional partners
• Retain & grow SaaS revenue through consultative engagement and product recommendation by  understanding needs of each customer, tech stack analysis & conversation. Hosting demos and  discovery calls are included in this motion
• Drive activation and adoption across Toast product suite by analyzing  product module usage and leverage internal tools/customer marketing strategies/cross functional teams to deliver presentations, demos & facilitate trainings
• Downsell & Churn Saves Motion - interacting with customers to understand and document pain points with guest modules, discuss contract terms and enable customers to best use our modules
• Data entry, calendar hygiene and report building is vital to success in this role and is a crucial component on your daily activities
• Confidently navigate all guest & pos modules & have a working knowledge of partners, EC & XC.
• Act as the voice of customer by gathering feedback and insight to relay to internal partners & leadership 
• Actively look for opportunities to operate at scale

Do you have the right ingredients*? (Requirements)

• 2+ years of Account Management experience, responsible for customer satisfaction, churn mitigation and business operations
• Case / Queue Management Experience - responsible for organization, data hygiene and prioritization management
• Success operating independently and navigating competing priorities in a constantly changing environment
• General technical proficiency using a variety of software
• Proven track record of success in meeting and exceeding goals
• Self starter & ability to work autonomously - ability to dive into complex customer scenarios and forge a path forward
• Strong & Professional Virtual Presence - Excellent communication, organizational, and influencing skills (including written communication, negotiation and presentation skills)
• Flexibility & adaptability - we move quickly and introduce change consistently - an open mind is key to success!
• Problem solving mindset -  critical & creative thinker and someone who thinks at scale - you towards the macro & are excited to work in a dynamic, fast paced environment. 

Special Sauce* (Non-essential Skills/Nice to Haves)

• 1+ years of experience using a POS (Point of Sale) software, ideally in the service industry 
• Work or equivalent experience in Project Management role
• Experience working in the tech industry or for a SAAS company 
• Experience with Salesforce CRM, Chilipiper, MS Office, G-Suite, and Slack