Join Optix as a Customer Success Manager and take charge of the client journey from onboarding to renewal. This remote role focuses on client retention, expansion, and product adoption.
Optix is looking for a Customer Success Manager with a solid foundation in customer relations. You will manage a portfolio, lead onboarding calls, and enhance account health. The position emphasizes proactive retention efforts while collaborating with cross-functional teams to improve customer experiences.
Key Responsibilities:
• Own client's complete journey from onboarding to renewal
• Facilitate onboarding calls and ensure milestone completion
• Drive retention, adoption, and account health for your portfolio
• Identify upsell opportunities through proactive conversations
• Maintain accurate records in HubSpot across client lifecycle
Requirements:
• 3+ years in customer success or account management
• Proven track record of driving retention and expansion
• Comfortable leading difficult conversations and resolving escalations
• Capable of working cross-functionally with teams
• AI-savvy and able to use AI-powered tools
Enhance client success and product adoption with your expertise in account management at Optix.
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