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Portfolio Success Manager

Hi there 👋 We're Stotles.

Our mission is to unlock the potential of business and government working better, together. We'd love for you to join us on our journey.

The partnership between business and government is vital in making our communities productive & cohesive, but inefficiency and bureaucracy is currently the norm. We are using a modern approach to change this.

Our SaaS platform gives businesses a clear view of opportunities to work with the public sector, and the tools needed to manage them. We are bringing together a massive amount of messy government data to bring clarity and transparency to a space that desperately needs it.

We've seen fantastic traction from industry leading customers such as Salesforce, Vodafone, Microsoft and Civica and our growth trajectory is on the rise 🚀

Learn more:

Working at Stotles

💡 About this Role & Why We're Hiring

It's never been a more exciting time at Stotles. Here's why we're looking for you.

We operate in a sector ripe for technological improvement. Our market is hungry for change.

We are seeking a dynamic Portfolio Success Manager (PSM) to join our team, focusing on one to many customer lifecycle management for Basic and Single User Growth Plans.

This role combines hands-on customer success management with the responsibility of managing automations to support our customer base, ranging from basic subscribers to those with Silver and Gold Customer Success packages.

💷 Comp Range: £33,000 - £43,000 (dependent on experience) with an additional options equity grant

🔨 What You'll Do

Customer Lifecycle Management & Retention

  • Manage the entire customer lifecycle for our high volume, low touch support tier through:

    • Ensuring customers realise value through using Stotles, and then renew and expand where relevant.

    • Maintaining relationships with key stakeholders.

    • Becoming a trusted advisor for customers public sector strategies by sharing Stotles relevant Market Research content, Stotles events and Thought Leadership.

  • Drive user engagement by delivering onboarding sessions and best practice as well as monitoring and nurturing product adoption to realise value and drive customer pipeline generation.

  • Proactively address customer needs and concerns promptly and effectively, resulting in improved customer retention rates and expansion opportunities where relevant.

  • Work proactively on initiatives to improve customer value and satisfaction by optimising alerts and automated customer messaging through our customer success platform.

  • Work closely with Growth and Product to lead and refine the automated, low touch Stotles Onboarding Process for new customers, ensuring a smooth transition to the platform.

    • Implement, monitor and review operational improvements to boost efficiency and user satisfaction during onboarding.

  • Conduct engaging new user and “office hours” training sessions and oversee account setup and configuration.

Documentation and Knowledge Management

  • Work across the commercial team to develop and maintain a comprehensive help centre for self-serve support and knowledge sharing.

  • Manage and respond to live chat tickets as needed.

⌨️ Who We're Looking For

  • Experience

    • Experience in a customer facing role in a B2B SaaS company

    • Adept at building strong internal and external relationships in order to achieve your desired results.

    • Experience of working in a high volume environment with the ability to manage competing priorities.

    • Bonus: exposure to live chat customer support and CRM systems (eg Hubspot) and customer success platforms

    • Bonus: Experience in SaaS Customer Success.

  • Mentality

    • Learning mindset - willingness to learn and work hard to gain new knowledge and experience. You accept coaching and feedback to help you develop.

    • Track record of showing initiative, being creative, being proactive to deliver results.

    • Unafraid to say, "I don't know the answer. But I have a few ideas on how we can find out".

    • Able to listen, think logically and tactically to solve complex problems and drive product / process improvement.

    • Customer focused - you care about delivering to your commitments to help our Customers and your internal colleagues.

    • Teamwork - you are a team player, and support the Customer Success team by being proactive, contributing ideas to improve and taking ownership to help get things done.

    • You bring your personality and individuality to work and add to our positive culture.

    • You are ambitious - you want to learn and develop and have an impact and are prepared to work hard and have fun doing so.

  • Methods

    • Highly organised; you have a high attention to detail and don’t let things fall through the cracks. High on results orientation and delivering to commitments.

    • Data-driven and outcome-focused. You can identify key insights and recommend associated actions, gain agreement and track resulting outcomes.

  • Skills

    • Well developed communication skills: good at listening and completing discovery for problems or opportunities, excellent written communication skills, articulate and comfortable presenting formally or informally.

    • Results orientated, Can manage expectations and understands the importance of delivering to commitments

    • Comfortable using spreadsheet analysis techniques and summarising into actionable insights for customers (or internal teams). Able to distill the key actions and conclusions from analysis towards positive outcomes. Can ‘see the wood from the trees’ and figure out the ‘critical few’ activities Vs the ‘insignificant many’ in order to get results.

📢 Most importantly, we're looking for curious, ambitious people who love to learn and want to be a part of building something special. If (for any reason) you don't fit our requirements but you're passionate about our vision, don't hesitate to apply!

👉 You at Stotles

Benefits & Perks

Equality, Diversity & Inclusion

📄 Next steps

Stage 1 - Intro call: Approx. 15 - 20 minutes informal chat so you can learn more about the company and the role and you can tell us more about yourself - your experience and what you want to achieve in the next role.

Stage 2 - Interview with CS Team Lead: Approx. 45 min deep dive into your experience and skills.

Stage 3 - A skills assessment with the Customer Success Team Approx. 60 minutes - you will be given the details of this in advance.

Stage 4 - Culture and Fit Interviews: Approx 1hr. A chance to get to know the team, make sure we're the right fit for you (and vice versa) and ask any outstanding questions about life at Stotles.

We're excited to meet you!

🧠 Stotles data in numbers

  • 8M Procurement notices from UK & EU

  • 15K UK government organisations

  • 90K Government policy & strategy documents

  • 180K Government contacts

  • 80M Invoices published by the government bodies in UK

  • 1.5M Government suppliers in UK & EU

💎 Benefits and perks

💰 Transparent and competitively benchmarked salaries

📈 Equity dependent on experience

🏥 A generous health cash plan (Covers dental, optical, physical therapy, consultations, etc.)

🎾 A personal health, wellness, and development allowance of £130/month to spend on gym memberships, therapy, yoga classes... any experience that keeps your mind and body healthy.

🏝 25 days vacation + bank holidays

📚 A dedicated learning and development budget you can use for books, conferences, courses, events

🏦 Office in Central London (Farringdon)

🏡 A hybrid working environment with 3 days in office for Commercial and Ops and 1-2 days for Product and Engineering and flexible work-from-home opportunities

🏠 A work-from-home setup budget of £400 you can use for these items: a keyboard, monitor, mouse, office chair, desk, headphones

🧗‍♀️ Monthly affectionately-termed "TeamChills™️": our in-person team-bonding socials covering anything from mini-golf, to communal taco-eating and summer picnics

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Average salary estimate

$48500 / YEARLY (est.)
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$41000K
$56000K

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What You Should Know About Portfolio Success Manager, Stotles

Hey there! 👋 We're Stotles, and we're on a mission to revolutionize the partnership between business and government. The role of Portfolio Success Manager at Stotles offers you a unique opportunity to step into a vital position where you’ll play a key part in transforming how businesses engage with the public sector. By managing customer lifecycles, you'll ensure our clients realize the real value from our SaaS platform. This isn’t just about maintaining relationships; it’s about becoming a trusted advisor, guiding customers through their public sector strategies with insightful market research and best practices. You'll be leading onboarding sessions and monitoring product adoption to drive user engagement. If you’re someone who thrives in a dynamic environment and loves to help customers succeed while leveraging automation tools to enhance their experience, then this role is calling your name! With competitive pay and a vibrant work culture, your contributions will not only help our clients but also support our ambitious growth trajectory. Plus, you’ll be working with industry-leading brands and a team that values curiosity and creativity as much as you do. So, if you're ready to make a significant impact while having fun and continuing to learn, we can’t wait to meet you at Stotles!

Frequently Asked Questions (FAQs) for Portfolio Success Manager Role at Stotles
What responsibilities does the Portfolio Success Manager at Stotles have in customer lifecycle management?

The Portfolio Success Manager at Stotles is responsible for managing the entire customer lifecycle for high volume, low touch support tiers. This involves ensuring customers realize value from Stotles by providing effective onboarding, proactively addressing concerns, and maintaining relationships with key stakeholders. The PSM also drives user engagement and manages product adoption, playing a pivotal role in improving customer retention and identifying expansion opportunities.

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What qualifications do I need to become a Portfolio Success Manager at Stotles?

To qualify for the Portfolio Success Manager position at Stotles, you should have experience in a customer-facing role within a B2B SaaS company, particularly in a high-volume environment. Strong relationship-building skills and an ability to effectively manage competing priorities are critical. Familiarity with live chat customer support, CRM systems like HubSpot, and a customer success mindset would be advantageous.

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How does Stotles support its Portfolio Success Managers in achieving success?

Stotles supports its Portfolio Success Managers by providing access to a comprehensive help center for self-serve support and knowledge sharing, along with a dedicated learning and development budget for ongoing training and professional growth. Additionally, the collaborative culture at Stotles enables you to work closely with various teams to optimize processes and enhance the customer experience.

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What skills are essential for a successful Portfolio Success Manager at Stotles?

Essential skills for a Portfolio Success Manager at Stotles include strong communication abilities, both verbal and written, an aptitude for data analysis to derive actionable insights, and a proactive problem-solving mentality geared towards customer satisfaction. A keen eye for detail and organizational prowess will also be vital in managing multiple customer relationships effectively.

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What is the typical working environment like for a Portfolio Success Manager at Stotles?

The working environment for a Portfolio Success Manager at Stotles is dynamic and collaborative, based in our modern office located in Central London, Farringdon. With a hybrid work model, you’ll enjoy a mix of in-office and flexible remote working opportunities. Stotles is known for its vibrant culture, where team bonding is prioritized through monthly social events and a strong emphasis on employee wellness and development.

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Common Interview Questions for Portfolio Success Manager
How do you prioritize customer success in your role as a Portfolio Success Manager?

In my role as a Portfolio Success Manager, I prioritize customer success by actively engaging with customers to understand their goals and challenges. I regularly schedule onboarding sessions and create personalized follow-up strategies that ensure customers are getting the most out of our platform. By monitoring usage and soliciting feedback, I am able to address potential issues promptly and adapt our services to better meet their needs.

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Can you give an example of how you have improved customer retention in your previous roles?

Absolutely! In my previous role, I recognized that our customer retention rates were dropping after the initial onboarding phase. I implemented regular check-in calls and feedback sessions, which allowed me to better understand customer experiences and identify areas for improvement. By addressing their concerns and providing continual value through dedicated resources, I was able to raise our retention rates by over 20% within six months.

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What strategies do you use to handle competing priorities in a fast-paced environment?

In a fast-paced environment, I use a robust prioritization framework that categorizes tasks based on urgency and importance. I utilize project management tools to track deadlines and delegate responsibilities when necessary. Regular team check-ins also allow for alignment and adjustments in our approach, ensuring that all critical tasks are addressed efficiently.

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Describe your experience with customer onboarding processes.

I have extensive experience designing onboarding processes that emphasize user engagement. I start by understanding new customers’ goals and tailoring the onboarding experience to meet those needs. This includes providing informative sessions, resource materials, and follow-up support to answer any questions. Feedback from these sessions helps refine the process continuously.

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How do you measure the success of your initiatives in customer management?

To measure the success of my initiatives in customer management, I rely on KPIs such as customer satisfaction scores, retention rates, and product usage metrics. By analyzing these metrics, I can gauge the effectiveness of my strategies and adapt as needed. Customer feedback also plays a critical role in assessing the perceived value and satisfaction of the services provided.

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What role do you think automation plays in customer success?

Automation plays a crucial role in customer success by streamlining repetitive tasks and ensuring timely communications. It allows me to focus more on high-touch interactions where personal engagement is needed. For example, I implement automated onboarding emails and alerts that guide customers through their journey while reserving one-on-one time for personalized support based on specific customer needs.

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How would you handle a difficult customer situation?

In handling a difficult customer situation, my approach is to remain calm and listen attentively to their concerns. I validate their feelings and work collaboratively to find a solution that addresses their needs. Communication is key, so I maintain transparency throughout the process to assure the customer that their satisfaction is my priority. Following up to ensure the resolution is satisfactory is also essential.

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What motivates you to succeed in a customer success role?

What motivates me most in a customer success role is the satisfaction of seeing my customers thrive. Knowing that my support directly contributes to their success drives me to go above and beyond. Each success story reinforces my belief in building strong relationships and delivering outstanding value to customers, making every challenge an opportunity for creativity and growth.

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Describe a time you took initiative in your previous job.

In my previous position, I noticed a gap in our onboarding materials that was leading to customer confusion. I took the initiative to revamp the content, creating clear, engaging training resources and interactive sessions. This proactive measure not only improved customer comprehension but also significantly enhanced the onboarding experience, ultimately resulting in higher satisfaction ratings.

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What do you think are the biggest challenges facing Portfolio Success Managers today?

The biggest challenges facing Portfolio Success Managers today include managing high volumes of customer accounts while providing personalized support and adapting to rapidly changing customer needs. Keeping pace with new technologies and strategies in customer success also presents a challenge. Being data-driven and proactive helps to mitigate these challenges and ensures continuous improvement in service delivery.

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Business and government are the two biggest institutions on the face of our little planet. Governments are becoming more transparent. That’s great! But just because they’re making their data available, doesn’t necessarily mean it's accessible. Thi...

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