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Customer Success Manager

Digify is a cloud-based document security and data room software that allows customers to control, protect and track important documents after sharing them. Companies use Digify to protect confidential information for fundraising and due diligence, secure intellectual property, and protect sensitive communications.

Digify is used in 138 countries today. We have more than 600,000 users worldwide.


THE ROLE

As a Customer Success Manager at Digify, you will play a key role in onboarding, engaging, growing, and retaining customers. This dynamic role involves demonstrating our product, educating customers to drive adoption, nurturing them for expansion opportunities and retaining the customers satisfaction. Your primary focus will be on accelerating time-to-value, enhancing customer engagement, building long-term relationships, and strengthening the customers retention. Managing a wide range portfolio of accounts, you will work closely with your team lead, key stakeholders, and cross-functional departments to refine and optimize customer success processes, ensuring a seamless and impactful customer experience.

WHAT YOU WILL BE DOING

Serve as the primary contact for onboarding, training, and ongoing support to ensure seamless adoption of Digify's platform.

  • Increase customer satisfaction and retention by building strong, long-term client relationships.
  • Conduct regular check-ins to improve product usage and address customer issues promptly.
  • Collaborate with customers on renewals, account expansions, and retention strategies.
  • Act as the voice of the customer, providing actionable feedback to Product, Sales, and Marketing teams to enhance offerings.
  • Monitor and report key success metrics, including NPS and product engagement, to identify trends and opportunities.
  • Troubleshoot technical issues in partnership with the Engineering and Development teams.
  • Facilitate customer advocacy by encouraging online reviews and participation in referral programs.
  • Proactively manage a book of business, tracking account health and mitigating retention risks.
  • Collaborate cross-functionally to optimize processes and implement solutions for customer success.
  • Support system configuration and onboarding processes tailored to customer requirements.
    • Minimum 2 years of experience as a Customer Success Manager, preferably in a fast-paced, B2B environment or related industries.
    • Proven experience in customer success or account management within a B2B SaaS or software company.
    • Exceptional interpersonal and communication skills to engage and build rapport with key stakeholders, ensuring mutual success and satisfaction.
    • Proactive attitude and mentality in identifying opportunities to expand customer accounts by understanding their evolving needs and aligning them with our solutions.
    • Strong ability to simplify complex technical concepts and communicate them effectively to non-technical customers.
    • Willingness to learn and develop basic technical skills to confidently discuss technical topics with clients.
    • Demonstrated success in renewals, upselling, and account expansion strategies.
    • Exceptional written and verbal communication skills, with a focus on clarity and professionalism.
    • Meticulous attention to detail and a high degree of accuracy in all deliverables.
    • A driven, self-motivated, and enthusiastic mindset, paired with empathy, patience, and trustworthiness.
    • Familiarity with Intercom, Chargebee, NPS tools, or similar platforms is an added advantage.

Average salary estimate

$75000 / YEARLY (est.)
min
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$60000K
$90000K

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What You Should Know About Customer Success Manager, Digify

At Digify, we're looking for a passionate and skilled Customer Success Manager to join our amazing team. As a Customer Success Manager, you will be the cornerstone of our customer relationships, helping clients navigate the powerful features of Digify's cloud-based document security and data room software. Your main responsibilities will revolve around onboarding new clients, ensuring they understand how to leverage our platform to its fullest potential, and fostering long-lasting relationships that drive customer satisfaction and retention. It’s all about being proactive! You will manage a portfolio of diverse accounts, conducting regular check-ins and collaborating closely with customers to assess their needs and provide solutions tailored just for them. Your role is not just about troubleshooting; it’s about being the voice of the customer. By sharing valuable insights with our Product and Sales teams, you'll help enhance our offerings and promote a customer-centric culture at Digify. With a minimum of two years' experience in a Customer Success or related role, strong communication skills, a knack for simplifying complex concepts, and a genuine desire to help others, you’ll thrive in a dynamic, collaborative environment. If you're eager to play a vital role in shaping our customer success processes and have a proactive, empathetic approach, this is the perfect opportunity for you to shine at Digify!

Frequently Asked Questions (FAQs) for Customer Success Manager Role at Digify
What are the key responsibilities of a Customer Success Manager at Digify?

As a Customer Success Manager at Digify, your main duties will include onboarding new clients, providing ongoing support to ensure customer satisfaction, managing a portfolio of accounts, and working collaboratively with customers on renewals and account expansions. You will also act as the voice of the customer, offering feedback to optimize our product and services.

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What qualifications do you need to become a Customer Success Manager at Digify?

To be considered for the Customer Success Manager position at Digify, candidates should have a minimum of two years of experience in customer success or account management within a B2B SaaS environment. Exceptional communication skills and the ability to simplify technical concepts for non-technical clients are crucial for success.

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How does the Customer Success Manager at Digify impact customer retention?

The Customer Success Manager at Digify plays a significant role in customer retention by building strong relationships with clients, conducting regular check-ins, and proactively addressing any concerns. By monitoring account health and providing personalized solutions, you'll help ensure a seamless and positive experience that fosters loyalty.

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What tools should a Customer Success Manager at Digify be familiar with?

While familiarity with tools like Intercom, Chargebee, and NPS tools is advantageous, what's most important is your willingness to learn and adapt to new technologies. A Customer Success Manager at Digify should be comfortable with various software platforms to track metrics and optimize customer success strategies.

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What personal qualities are ideal for a Customer Success Manager at Digify?

The ideal Customer Success Manager at Digify should possess a driven, self-motivated mindset, along with empathy, patience, and trustworthiness. Being detail-oriented and having a proactive attitude will help you succeed in working closely with clients and delivering exceptional service.

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Common Interview Questions for Customer Success Manager
Can you describe your experience as a Customer Success Manager?

In your response, emphasize your previous roles in customer success, focusing on specific metrics you improved, such as customer retention or satisfaction scores. Share examples of how you onboarded clients and managed relationships effectively.

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How do you measure customer success?

Discuss the various metrics you use, such as Net Promoter Score (NPS), customer engagement, and renewal rates. Also, provide examples of how you analyze these metrics to drive improvements in your customer success strategies.

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What strategies do you use for onboarding new customers?

Detail your onboarding process, including training methods, regular check-ins, and follow-ups. Explain how these strategies help accelerate the adoption of the product and improve long-term customer satisfaction.

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How do you handle difficult customer situations?

Provide an example of a challenging situation you've faced, explaining how you remained calm, empathized with the customer, and worked towards a resolution that restored their satisfaction.

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What role does communication play in customer success?

Communicating clearly and effectively is critical in customer success. Talk about how you ensure understanding of complex concepts for non-technical clients, as well as how you leverage communication to build strong relationships.

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Can you give an example of how you’ve turned a dissatisfied customer into a satisfied one?

Share a success story that highlights your problem-solving skills, empathy, and commitment to customer satisfaction. Discuss the steps you took to understand their issues and how the outcome benefitted both the client and the company.

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How do you prioritize your accounts?

Discuss your method for segmenting accounts based on factors such as potential for growth, current product engagement, or the size of the account. Explain how this prioritization helps you manage your time and resources effectively.

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What techniques do you use to ensure customer engagement?

Explain the various tactics you deploy to increase customer engagement, such as regular check-ins, feedback loops, and proactive support. Share examples of how these tactics have led to improvements in usage metrics.

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How do you gather and utilize feedback from customers?

Talk about your process for collecting customer feedback and how you implement it into your strategies. Highlight the importance of customer input in driving product improvements and enhancing customer success.

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What do you think are the key skills for a Customer Success Manager?

Mention essential skills like communication, problem-solving, relationship-building, and product knowledge. Provide examples of how each skill has contributed to your success in past roles as a Customer Success Manager.

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Digify is the safest way to send files. A secure file sharing service with multi-platform support, Digify was founded by a team of professionals who saw the need for a simple way to control and protect ideas and content easily, freely and effectiv...

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Full-time, remote
DATE POSTED
December 13, 2024

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