POSITION SUMMARY
The CRM Success Manager is responsible for helping Cardone Ventures clients achieve their transformational growth goals through overseeing and managing the implementation of our CRM product offering. This individual will be working directly with clients to maintain and grow existing relationships with clients to drive adoption, manage software implementation, and grow our business.
The CRM Success Manager will work with the client to manage the implementation of our CRM offering, quickly address inbound support requests, and meet with managers to discuss strategic growth opportunities for the CRM offering. A successful incumbent will possess robust CRM experience, strong customer service skills, and the ability to work and collaborate effectively within a fast-paced and team-centric environment.
ABOUT CARDONE VENTURES
Our mission is to help business owners achieve their personal, professional, and goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, accountable, transparent, disciplined, aligned, and results oriented. This company operates nationally and is growing by the day.
OBJECTIVES
- Onboard new clients to our product offering, train on product use, and provide ongoing strategic guidance and expertise for the duration of the relationship
- Identify opportunities for onboarding efficiency, account expansion, and revenue creation within our customer base
- Advise our clients on how to improve their performance and increase their return on investment
- Clearly communicate the benefits of features and ensure customers successfully adopt them
- Identify opportunities for growth in our product that will further contribute to ongoing customer success and retention
- Work collaboratively with cross-functional teams to ensure any and all customer support or engineering issues are resolved efficiently
- Conduct monthly follow-up with clients to handle outstanding support inquiries, determine the effectiveness of the product, and identify opportunities for usage improvement
- Develop and nurture clients into advocates to increase brand awareness
- Analyze data and results to guide product and customer success improvements
- Identify opportunities to streamline the customer training/ongoing product education process
- Be responsible for directly and indirectly interacting with the Cardone Ventures Business Operations Team to improve all systems and processes that drive the success of the business
COMPETENCIES
- Technical knowledge and working experience with GoHigh Level or related CRMs
- Demonstration of an in-depth understanding of all core product features
- Experience in building and maintaining strong relationships with customers
- Experience working closely with other functions like Operations and IT
- Tech savvy and self-sufficient, willing to supplement training content provided with research
- Strong project management skills to walk multiple clients through the onboarding process of the product from start to finish
- Ability to promote a new product offering to our clients and explain the functions and features
- Comfortable managing a high volume of client calls to address questions and/or concerns in a professional manner
EDUCATION AND EXPERIENCE
- Bachelor’s degree in Business Administration preferred
- At least 5 years’ experience in a client-facing role
- At least 5 years' experience with GoHigh Level or related CRMs
- Marketing Background, specifically developing landing pages preferred
PHYSICAL REQUIREMENTS
- Prolonged periods sitting at a desk and working on a computer
COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to careers @cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.
