Client Experience Manager

Job Summary

As our Customer Experience (CX) Manager, you will be responsible for managing a portfolio of Abacus customer relationships to provide guidance on best practices and use of the Abacus platform. Additionally, you will gather intelligence which can be used to enhance the customer experience as it relates to the delivery of our technology services.

Responsibilities (including but not limited to the following as required)

Manage and facilitate recurring customer Business Review meetings to discuss service enhancements and/or existing service challenges

VoC - challenges and market trends/concerns and other feedback, accurate documentation in internal Abacus systems.

Actively manage a portfolio of 30-40 customers, based across the US, with regular meetings and quarterly travel required.

Ensure that all services consistently meet customer expectations

Creatively identify customer needs to recommend and upsell Abacus services, both with actively managed clients and small accounts with high growth potential and emerging upsides

Documenting and tracking customer information (i.e. NPS, CSAT and customer profitability)

Continuous customer education: understanding the business, the growth, the health

Exhibit thorough understanding of the Abacus platform, products, service delivery model, partnerships and related services

Function as customer and Abacus advocate to resolve issues related to (billing, support, portal, etc.)

Document opportunities which may arise from operational challenges that customers face

Provide training to customers in the use of the Abacus customers portal

Flexibility to work outside of scheduled hours when necessary.

Work with the team to coordinate and prepare for customer events

Promote the Abacus brand via various channels i.e. social media, events etc.

Attend new business pitches when appropriate.

Skills

Strong ability to assess and prioritize work in a fast-paced environment.

Ability to perform effectively under pressure and meet tight deadlines.

Proven success managing, selling and developing customer accounts within the financial services and/or technology fields.

Strong interpersonal skills and the ability to build lasting relationships with new and current customers.

Excellent communication (oral and written), interpersonal, organizational, and presentation skills.

Candidate to work cross-functionally with internal Abacus teams; including but not limited customer service, business development, engineering, products and project management.

Self-motivated, very detail-oriented and organized.

Comprehensive understanding of customer/server technologies.

Understanding of cyber security concepts (e.g. phishing tests, penetration testing, vulnerability scanning, SIEM, email security, endpoint Protection, MDM etc…)

Some technical proficiency in the following areas are preferred:

Understanding public vs hybrid infrastructure models (i.e. Azure/AWS/Private)

Active Directory

Dual Factor Authentication technologies

Microsoft Exchange & MS Office 365 suite

Microsoft MDM/MAM

SSO

Varonis

KnowB4

AI Solutions

Qualifications

4+ years of relevant Account Management, Client Success Management experience required

Experience with advanced technology concepts and financial services is preferred.

MSP experience is strongly preferred

Hands-on technical experience is preferred

Collaborative and positive mindset

Organized, analytical and thorough is a must

Proficient in Salesforce and Connectwise/ServiceNow, helpful.

Ability to travel to client sites on a quarterly basis

The Benefits of Working for Abacus:

Exposure to diverse array of technologies

Competitive compensation

Robust benefits package: medical, dental, vision, disability, life insurance, 401k, and PTO

Commission eligible