Business Success Manager (USA)

Title: Sales - Client Success Manager (USA).
Position code: 08945. Number: 356.
Department: front office.
Location options: remote 95% of the time or based in Stamford, CT, or Sarasota, FL.

OUR PROCESS
Step #1. Apply.
Step #2. Schedule a no-obligation remote Zoom job interview with a PaperFree HR Manager to discuss your objectives and goals.
Step #3. Get a proposal tailored to your personal goals.

Description

The Business Success Manager (BSM) supports the client’s adoption and continued satisfaction with the PaperFree.com Tools for Work.

1. You have to find your customer yourself or get a lead from our funnels (make big $$$).
2.  You will be introduced to the client during the tune-up process and will become the primary “face” of the client (making $$).

The BSM takes ownership of PaperFree.com’s relationship with the client business process owner, providing counsel and guidance to ensure their successful experience with PaperFree.com. The BSM also serves as an internal advocate for the client, helping to drive support and change when necessary to help them achieve their business objectives and goals.

The BSM will regularly provide best practice recommendations and expert-level application support, assist clients in solving point-in-time challenges, and partner with the client to increase the effective use and adoption of the PaperFree.com solution. The Client Success Manager will be measured on the client’s utilization of the PaperFree.com solutions, engagement with PaperFree.com as a business partner, and overall client satisfaction.

• Location: candidates can be located anywhere, (remote position), and travel requirements are minimal.
• Facilitate the transition from implementation to Go-Live and support the client’s drive toward self-sufficiency.
• Manage a portfolio of clients and make sure a high level of satisfaction with the solution is achieved.
• Lead clients through the adoption process.
• Create a tailored and controlled strategy plan to ensure client success and adoption/engagement metrics achievement.
• Conduct regular meetings with the client and make recommendations to provide continued success with PaperFree.com solutions.
• Develop a consultative relationship with each client and work with Sales and Account Management, providing solution planning support.
• Educate clients on self-service tools, release processes, and other client programs to ensure a successful partnership.
• Advise clients of process/system risks based on organizational constraints and develop solutions to mitigate risks.
• Engage the appropriate vendors, consultants, and technical resources as necessary.
• Partner with sales and account management to ensure alignment at all levels of the relationship throughout the partnership.
• Maintain expert-level knowledge of the PaperFree.com Tools for Work offerings and configuration options.

Desired Skills and Experience

• B.A./B.S. or equivalent.
• Highly detail-oriented and able to manage multiple projects simultaneously.
• Organized and methodical with excellent follow-up to ensure client expectations and deadlines are met.
• Excellent communication skills and analytical skills.
• This position may require up to 14% travel.

Our Process Step by Step

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PaperFree.com is an alternative investments platform. It serves the entire U.S., including the cities of New York, Los Angeles, Chicago, Dallas, Seattle, Miami, Tampa, Phoenix, Cleveland, and San Francisco, as well as Fairfield County, CT, Westchester County, NY, and Rockland County, NY.

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