Department Overview: 

The Client Services team includes customer success, support, and solutions engineering. Responsible for generating value for our customers by ensuring clients are using InfoSum to its full potential, have the necessary support and regularly feedback client use cases internally.

Sub Department overview:

Customer Success is responsible for understanding, representing and delivering outstanding customer service to InfoSum signed clients. This is achieved by consulting on 1PD strategy, platform usage and partnerships. The team relay core client requirements to the business and identify opportunities to collaborate across internal departments for renewals, platform challenges, upselling, case studies, legal queries to maintain service for clients.

Job Overview: 

The Customer Success Associate is responsible for managing small and medium businesses alongside 1-3 more strategic clients, working with client engineering, product operations, and commercial teams to understand and implement a varied set of use cases. The CSM manages the day-to-day client interactions across a range of levels to ensure they receive the highest value from the InfoSum platform and are always engaged.

Core Responsibilities:

• Independently lead day-to-day interactions
• Act as the client’s go-to advocate and navigate internal processes at InfoSum and the client to provide a high level of customized service for the client
• Build the client’s ability to operate the InfoSum platform for more complex use cases
• Track performance and success of client’s data collaboration strategy to ensure InfoSum is driving towards the best possible outcome for the client / their partners
• Develop a perspective on the viable use cases of InfoSum for each client, seek alignment from the client with support of manager to achieve leadership buy-in, and develop a plan for implementation of new use cases
• Initiate and lead discussions regarding renewal of contracts, with support from manager to establish appropriate commercials and achieve client senior leadership buy-in
• Align on success metrics with the client and build a shared plan to address barriers to growth
• Run a reliable and organized account process that keeps InfoSum on top of deadlines and capable of seamlessly introducing new revenue growth initiatives
• Additional responsibilities as and when required by the business