Customer Success Manager

**Company Introduction**

UpSlide is the number one productivity solution provider for financial services. Our software enables leading firms like Citi, KPMG, and BNP Paribas to automate repetitive work in Microsoft Office and focus on value-generating work instead. We’re scaling up our global business with 140+ employees across offices in New York, London, Paris (HQ), Singapore, and Berlin

**Our values ✨**

Our values guide our approach to work and are at the heart of our recruitment process. To join our team, we look for individuals who value:

- **Excellence**: _We think that every detail counts, and we place great importance on the quality of our deliverables._
- **Trust**: _We are passionate, committed, and free to act with autonomy._
- **Happiness at work**: _We enjoy looking on the bright side and we share our enthusiasm with our colleagues and clients._

**The team **‍‍**:
The French Customer Success Team was created in April 2023 to help us achieve our business goals**:Ensure our clients use our tool, are satisfied, and renew their contracts.**
- Team members: Valentine, Chloé, Juliette, Elise & you:

- )
- Hala, your future manager and Country Manager France, who will mentor you to help you achieve your goals.
- You will also be part of a global community of 15 CSMs

**Our team rituals**: Best practice sharing meetings (local and worldwide), celebration of our success stories, one-to-one meetings with your manager, team lunches, and team seminars.

PS: Rumor has it Valentine makes the best chocolate cake

**Team goals**:
Here is what the sales funnel looks like at UpSlide:

- **Business Development Associates**: Client prospection
- **Account Executives / Account Managers**: Contract signing & renewal signing
- **Consultants**: Help clients implement the tool
- **Customer Success Managers**: Focus on adoption, client satisfaction, account expansion, and long-term relationship nurturing

**Your responsibilities ️**:
**Please note that this role** **has no sales quota.**

**Delivery (60%)**
- Manage a portfolio of internal and client projects
- Oversee escalations for assigned accounts
- Monitor the evolution of the assigned portfolio
- Foresee risks in projects/initiatives and be prepared to mitigate these risks
- Track margins, active ARR, deliverables, invoicing milestones, and change requests
- Maintain a detailed understanding of products and services, assist clients with questions, and proactively suggest the best products for their needs
- Lead business reviews and introduce your client to new features relevant to their use case
- Organize webinars to train your clients on specific features
- Assist in creating training courses and educational materials for our clients
- Promote an energetic fan base for our product amongst our biggest clients and locate brand ambassadors to share UpSlide’s benefits and value
- Collaborate with Account Managers to identify opportunities for growth

**Data analysis (25%)**
- Analyze your clients’ usage statistics to boost it
- Collect and process customer feedback
- Optimize existing processes within the company and actively enhance customer success initiatives
- Innovate by creating new onboarding tools such as webinars, a statistics dashboard, and a newsletter
- Organize events to promote UpSlide

**Collaboration (15%)**
- Work closely with the Sales teams to identify opportunities
- Lead workshops with our Product team to represent your clients’ voice
- Spread CSM knowledge amongst your peers

To work on these tasks you will mainly use the following tools: Microsoft Office, Salesforce, Planhat, PowerBI, Notion

**Your goals**:
What you will be assessed on:

- License renewals by your clients
- Client satisfaction score
- Client usage statistics
- Net ARR evolution

We strongly believe in helping our employees grow within the company and have built a clear career path.

You are a great fit if you have:

- One or two + years of experience in customer success/customer service or a related field
- A client-centric mindset
- Excellent written and verbal communication skills in French (90% of the job is in French)
- Good written and verbal communication skills in English** (minimum C1)**:

- Strong problem-solving skills
- Ability to work independently and as part of a team
- Interest in leveraging data, analytics, and automation to drive ROI
- Exceptional ability to communicate and foster positive business relationships
- An eye for detail

**We’d love it if**:

- You have previous client-side experience in financial services
- You can switch contexts quickly and easily and are skilled in managing multiple priorities at the same time
- You are proficient in Microsoft Office

**Recruitment process**

***:

- Phone interview with Misbah, Talent Acquisition Specialist [30’]
- Video interview with presentation task with a Customer Success Manager [45’]
- In-person case study review with Hala, and a CSM team member [1h15’]
- Video interview