CLIENT SUCCESS MANAGER RESUME EXAMPLE

Published: July 23, 2024 - The Client Success Manager works with the Client Management Team to help qualify new sales opportunities and supports the growth of the Software Solutions business unit by assisting in product demonstrations, customer requirements meetings, and proposal development. This role involves driving high active usage rates within customers by creating and executing thorough Adoption Plans and identifying new professional services and license opportunities. Additionally, the manager establishes and maintains long-term customer relationships, ensuring the successful utilization of software solutions and supporting annuity revenues through effective client communications and CRM updates.

Tips for Client Success Manager Skills and Responsibilities on a Resume

1. Client Success Manager, Horizon Technologies, Portland, OR

Job Summary: 

  • Drive proactive client management for large strategic clients.
  • Assure excellent client satisfaction through regular client interactions to build loyalty, create advocacy, ensure renewals and expand the Rimini Street support footprint within the client account.
  • Ensure client retention and help secure the annual support renewal.
  • Includes developing retention strategy, retention content including ROI models and proposals and driving retention sales execution.
  • Identify and develop executive relationships and leverage these relationships for executive references, marketing assets, and analyst interviews/events.
  • Provide ongoing proactive client management through regular business reviews, executive engagement, and regular client communications.
  • Single point of accountability, for non-technical issues, to provide improved coordination of all resources from onboarding through the entire customer lifecycle relationship.
  • Assist with pre-sales as the expert on the Rimini Street client experience.
  • Provide pre-sales expertise on the client onboarding process, ongoing client management and client communications.
  • Understand the client’s business goals and technology strategy as it impacts the systems Rimini Street supports.
  • Help clients drive the most value from their current solutions by providing strategies to help them remain on their existing application releases for as long as it makes sense for their business.
  • Create account plans, and retention strategies and conduct regular reviews with clients to secure current client intelligence.


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Retention Strategy Development (Hard Skills)
  • Pre-Sales Expertise (Hard Skills)
  • Executive Engagement (Soft Skills)
  • Client Communication (Soft Skills)
  • Account Planning (Hard Skills)
  • Value Optimization (Hard Skills)
  • Coordination and Accountability (Soft Skills)

2. Senior Client Success Manager, BlueWave Solutions, Raleigh, NC

Job Summary: 

  • Develop and nurture long-term relationships with a portfolio of top customers
  • Proactively discover and close - upsell, cross-sell, and committed contract opportunities.
  • Connect with key business executives and stakeholders and form lasting relationships.
  • Be the main point of contact and escalation path for all post-sale activities, serving as an intermediary between support, engineering and sales.
  • Day-to-day management of assigned school accounts
  • Work to help contacts better understand the software and features of the HTT platform
  • Build positive relationships with school contacts and event workers to continue to grow confidence in making the transition to online ticketing
  • Provide end-to-end training through the onboarding process and event management
  • Proactive communication on best practices for online sales and box office features
  • Attend events, meetings, and training
  • Work hand in hand with Relationship Managers and internal team to streamline processes and continue to grow adoption for schools and fans


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Sales and Upselling (Hard Skills)
  • Stakeholder Engagement (Soft Skills)
  • Post-Sale Support (Soft Skills)
  • Account Management (Hard Skills)
  • Product Training and Onboarding (Hard Skills)
  • Communication and Best Practices (Soft Skills)
  • Event and Meeting Participation (Soft Skills)

3. Senior Client Success Manager, Ascendio Group, Denver, CO

Job Summary: 

  • Own client relationships end to end, ensure clients reach their business goals utilizing Canoe
  • Collaborate with team members to oversee and shepherd client renewals, expansion opportunities and acquisition of references
  • Create client success plans and execute quarterly business reviews with clients
  • Foster product adoption through user training, understanding of client's business goals and proactive day-to-day communication
  • Train other team members on relationship management best practices and identify areas of improvement for the team
  • Understand customer outcomes by communicating with customers, analyzing customer health metrics, and gathering feedback
  • Represent the voice of the customer to provide input into every core product, marketing and sales process
  • Set, manage, and communicate client expectations with Product and Engineering teams
  • Provide insights to customers to ensure that they get the most out of the platform to help grow the customer base
  • Be the main point of contact between Canoe and its strategic client contacts
  • Maintain high customer satisfaction ratings that meet company standards.
  • Establish productive relationships with key personnel in customer accounts.


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Strategic Planning and Execution (Hard Skills)
  • Product Adoption and Training (Hard Skills)
  • Team Leadership and Training (Soft Skills)
  • Customer Health Analysis (Hard Skills)
  • Cross-Functional Collaboration (Soft Skills)
  • Customer Insights and Strategy (Hard Skills)
  • High-Level Communication and Relationship Building (Soft Skills)

4. Client Success Manager, Nexus Innovations, Austin, TX

Job Summary: 

  • Manage a portfolio of international (enterprise) clients
  • Onboard new customers by guiding them through the kickoff process and ensuring proper implementation
  • Build and maintain customer relationships at different levels of the organization.
  • Ensure customer satisfaction and retention through active listening and able to process feedback
  • Renewal and expansion of contracts, by actively monitoring the client's needs, identifying opportunities and acting accordingly
  • Develop or have a genuine understanding of the customer’s business and use cases.
  • Making sure they get the most out of product and meet their business needs
  • Develop a network of champions within each account through education, coaching and troubleshooting
  • Identifying relevant new projects and growth opportunities
  • Be the connecting element between all internal departments to ensure maximum customer satisfaction and further development of the product
  • Complete required training and development objectives within the assigned time frame.
  • Work with the Finance team on any new client approvals


Skills on Resume: 

  • Client Onboarding and Implementation (Hard Skills)
  • Relationship Management (Soft Skills)
  • Customer Success and Feedback Handling (Soft Skills)
  • Contract Renewal and Expansion (Hard Skills)
  • Business and Use Case Understanding (Hard Skills)
  • Network Building and Advocacy (Soft Skills)
  • Opportunity Identification and Growth (Hard Skills)
  • Cross-Departmental Coordination (Soft Skills)

5. Client Success Manager, PrimePath Consulting, Tampa, FL

Job Summary: 

  • Builds and sustains excellent relationships at multiple levels in the company 
  • Continuously reviews client data to provide program recommendations to assist clients in achieving success through partnership 
  • Identifies, analyzes, and prepares new product offerings and solutions 
  • Proactively develops proposals and contracts 
  • Applies sales negotiation skills to secure contractual commitments for ongoing partnerships 
  • Serves as a one-stop escalation resource for clients who own necessary solutions  
  • Maintains constant communication with an entire book of business and is responsible for daily, weekly, and monthly outreach metrics.
  • Consistently achieves and surpasses internal goals and expectations 
  • Takes ownership of the entire BizLibrary Client Lifecycle, from implementation to extension and renewal 
  • Displays curiosity and desire for self-improvement  
  • Demonstrates confidence and poise in every interaction with both external and internal communications 
  • Occasional travel to client locations for launch, ongoing training sessions as well as market ride-alongs.


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Data-Driven Program Recommendations (Hard Skills)
  • Product Development and Analysis (Hard Skills)
  • Proposal and Contract Development (Hard Skills)
  • Sales Negotiation and Commitment (Soft Skills)
  • Effective Communication and Escalation Management (Soft Skills)
  • Goal Achievement and Performance (Soft Skills)
  • Continuous Improvement and Professionalism (Soft Skills)

6. Client Success Manager, Lumina Enterprises, Minneapolis, MN

Job Summary: 

  • Act as the primary point of contact across the client portfolio's lifecycle including onboarding, adoption, sustainability and renewal
  • Serve as an expert on Vimocity's project management and implementation methodology.
  • Work with clients to understand their motivation, business drivers, strategic goals and desired outcomes
  • In collaboration with the clients, create implementation plans that include adoption strategy, timelines, and communication strategies
  • Manage multiple concurrent clients of varying budgets, sizes and complexity
  • Build strategic client relationships at the senior leadership level and provide insight, reporting and guidance
  • Facilitate regular meetings to review adoption and outcomes
  • Continuously improve the delivery methodology
  • Act as the voice of clients cross-functionally within Vimocity, providing feedback to the Product team and broader business.
  • Collaborate closely with Vimocity counterparts to analyze customer data to identify, communicate, and act upon both risks and opportunities
  • Proactively drive data-driven, account-focused actions to increase customer engagement and product adoption


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Project Management (Hard Skills)
  • Strategic Planning and Analysis (Hard Skills)
  • Communication and Facilitation (Soft Skills)
  • Data Analysis and Insight (Hard Skills)
  • Continuous Improvement (Hard Skills)
  • Cross-Functional Collaboration (Soft Skills)
  • Change Management (Hard Skills)

7. Client Success Manager, VistaTech Services, Columbus, OH

Job Summary: 

  • Responsible for all client interactions and deliverables associated with IHA products and programs.
  • Serve as primary contact and technical project manager for onboarding of new clients, providing end-user training and post-go-live support
  • Provide insights and best practices to clients to ensure full optimization and adoption.
  • Proactively manage the client relationship for the entire lifecycle.
  • This means identifying, developing, automating and optimizing processes, tools and methodologies to retain clients and maximize efficiencies. 
  • Identify potential risks and serve as the primary point of escalation for client issues
  • Cooperatively work with internal teams and IHA leadership to expedite resolution of issues and activities
  • Deliver timely communication to clients on progress and next steps, through satisfactory resolution.
  • Maintain positive working relationships with internal and external clients by providing superior Client service.
  • Collaborate with other internal departments e.g. product development, technology, marketing, support, training and external partners, on new releases impacting the client and operational readiness
  • Provide input on potential enhancements and identify current pain points.
  • Maintain accurate Client records, and regularly provide Client status updates, highlighting Client advocates and those at risk.


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Technical Project Management (Hard Skills)
  • Process Optimization (Hard Skills)
  • Risk Management and Escalation (Hard Skills)
  • Cross-Functional Collaboration (Soft Skills)
  • Effective Communication (Soft Skills)
  • Client Insight and Best Practices (Hard Skills)
  • Record Keeping and Reporting (Hard Skills)

8. Client Success Manager, Zenith Strategies, Salt Lake City, UT

Job Summary: 

  • Develop a trusted relationship with accounts
  • Responsible for pro-actively delivering exceptional client service on a day-to-day basis
  • Be the primary point of contact through email, phone, SLACK, and screen-share meetings
  • Implement project scopes, create communication schedule, and establish project timelines
  • Define tasks and collaborate with required resources to meet deadlines
  • Monitor day-to-day progress of projects, document and update customer records
  • Create and communicate monthly/quarterly reports on account progress, goals, and initiatives
  • Ensure the timely and successful delivery of work according to customer needs and objectives
  • Work with the Sales team to onboard and integrate new clients and develop existing client relationships
  • Function as the primary client POC and account manager to support the success and growth of clients.
  • Manage overseas teams through influence and leadership rather than given authority


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Effective Communication (Soft Skills)
  • Project Management (Hard Skills)
  • Task Coordination (Hard Skills)
  • Progress Monitoring (Hard Skills)
  • Reporting (Hard Skills)
  • Client Onboarding and Integration (Soft Skills)
  • Leadership and Influence (Soft Skills)

9. Client Success Manager, Quantum Solutions, Richmond, VA

Job Summary: 

  • Oversee day-to-day client relationships with a roster of top brands
  • Become an expert in the client’s business and industry
  • Provide strategic recommendations to support client's business needs
  • Field unique & custom brand/research projects to answer clients’ critical business questions.
  • Compile and analyze data & create PPT charts/presentations to summarize key findings and learnings from clients’ projects
  • Deliver client training on platform functionality, and execute work in a timely, efficient manner
  • Responsible for renewing clients before the end of their license
  • Develop and own strong relationships with clients
  • Manage client implementation successfully and weekly client check-in
  • Provide monthly & quarterly attribution reviews
  • Manage and resolve all escalations regarding the client


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Industry Expertise (Hard Skills)
  • Strategic Consultation (Soft Skills)
  • Data Analysis and Presentation (Hard Skills)
  • Client Training and Support (Soft Skills)
  • Contract Renewal and Retention (Soft Skills)
  • Client Implementation and Check-ins (Soft Skills)
  • Escalation Management (Soft Skills)

10. Client Success Manager, Altitude Consulting, Kansas City, MO

Job Summary: 

  • Own client relationships end to end, ensure clients reach their business goals utilizing Canoe
  • Collaborate with team members to oversee and shepherd client renewals, expansion opportunities and acquisition of references
  • Create client success plans and execute quarterly business reviews with clients
  • Foster product adoption through user training, understanding of client's business goals and proactive day-to-day communication
  • Train other team members on relationship management best practices and identify areas of improvement for the team
  • Understand customer outcomes by communicating with customers, analyzing customer health metrics, and gathering feedback
  • Represent the voice of the customer to provide input into every core product, marketing and sales process
  • Set, manage, and communicate client expectations with Product and Engineering teams
  • Provide insights to customers to ensure that they get the most out of the platform to help grow the customer base
  • Be the main point of contact between Canoe and its strategic client contacts
  • Work with DELVE experts to strategize, project manage and support digital media and cloud strategies and initiatives
  • Support and maintain strategic partnerships (like Google)


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Strategic Planning and Execution (Hard Skills)
  • Product Adoption and Training (Hard Skills)
  • Team Leadership and Training (Soft Skills)
  • Customer Insight and Feedback Analysis (Hard Skills)
  • Cross-Functional Communication (Soft Skills)
  • Strategic Partnership Management (Hard Skills)
  • Project Management (Hard Skills)

11. Client Success Manager, Spectrum Ventures, Indianapolis, IN

Job Summary: 

  • Ensure the system is providing positive value to each client in the enterprise portfolio.
  • Anticipate client needs and facilitate next steps, fostered by a deep understanding of Keen’s product capabilities and features, as it relates to clients' business goals and general industry.
  • Oversee the onboarding process for new clients ensuring successful implementations, independence, and integrated adoption of technology into clients’ teams and systems.
  • Steer clients through direct-data integration into the System to unlock ease of system use as well as ubiquitous tooling across clients’ organizations.
  • Participate in continual feedback loops between Sales and Product teams to advocate for the voice of the customer.
  • Identify risks preventing customers from meeting adoption objectives and work closely with the Account Management team to mitigate and solve them.
  • Cultivate a domain knowledge of Keen’s decision empowerment technology to collaborate on best practices and training programs with client stakeholders.
  • Identify additional solutions from Keen’s product offering to meet client needs.
  • Assist in creating training courses and educational materials for other members of the department
  • Lead clients through transformational change by driving the approach and execution of digital and cloud strategies
  • Work collaboratively with client C-suite leaders to understand business challenges and the competitive market landscape to design the desired future state


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Product Expertise and Technical Proficiency (Hard Skills)
  • Onboarding and Implementation (Hard Skills)
  • Integration and Systems Optimization (Hard Skills)
  • Cross-Functional Collaboration (Soft Skills)
  • Domain Knowledge and Training Development (Hard Skills)
  • Strategic Change Management (Soft Skills)
  • C-Suite Engagement and Strategic Planning (Soft Skills)

12. Senior Client Success Manager, BrightStar Advisors, Nashville, TN

Job Summary: 

  • Drive and manage client relationships.
  • Develop success plans for clients that outline their critical success factors and provide recommendations on CX best practices.
  • Collect client briefs and requirements for new projects and oversee internal delivery teams to ensure quality standards and client satisfaction are met.
  • Act as a subject matter expert and drive the adoption of client’s investment in their CX platform.
  • Prepare monthly and quarterly business reviews to share marketing insight and industry best practices.
  • Help oversee project plans with the delivery team, monitor task completion, and achieve project milestones
  • Manage day-to-day operational aspects of project scopes and effectively apply Verticurl’s project methodology
  • Prepare for customer engagement reviews on project status and follow quality assurance procedures
  • Establish key client activation goals and process milestones for the client and employees to work toward
  • Maintain key client farming with setting up and navigating the service/Optimize existing processes within the company and actively enhance all Customer Success initiatives
  • Optimize existing processes to boost revenue contribution within the company and actively enhance all Customer Success initiatives
  • Review customer complaints and concerns and seek to improve all aspects of the customer experience with the company (NPS)


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Success Plan Development (Hard Skills)
  • Project Oversight and Delivery (Hard Skills)
  • Subject Matter Expertise (Hard Skills)
  • Business Review Preparation (Hard Skills)
  • Operational Management (Hard Skills)
  • Process Optimization (Hard Skills)
  • Customer Experience Improvement (Soft Skills)

13. Client Success Manager, Eclipse Enterprises, Madison, WI

Job Summary: 

  • Serve as the main point of contact between BrainBox AI and various participants in any given deployment of technology
  • Communicate and deliver value to clients throughout their life cycle with BrainBox AI by maintaining a regular cadence with them
  • Be the trusted partner for the client over the life of a Proof-of-Concept (POC) project and/or a Commercial Contract
  • Understand client outcomes and manage client expectations by communicating with clients, analyzing client metrics/usage, and gathering other feedback to ensure activity and engagement levels are kept high
  • Represent the voice of the client and provide input on the installation process, the onboarding procedure, monitoring, ongoing value-added service, and support
  • Serve as the primary contact for scheduling and coordinating flawless installation, the onboarding of new clients, training of end users and post-installation support
  • Collaborate with the onboarding team to optimize BrainBox AI applications as per Clients’ requirements and expectations and troubleshoot technical issues raised by clients
  • Gauge clients’ levels of engagement with the company and provide feedback to the other teams regarding product and service improvements
  • Drive growth and retention among the most valuable clients by understanding their business needs and helping them succeed
  • Identify opportunities for Clients to act as BrainBox AI advocates (e.g. testimonials, case studies)
  • Proactively identify clients that are at risk, approaching the end of their contracts, or dissatisfied with BrainBox AI and engage all available resources to resolve issues necessary to ensure client retention


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Project Coordination and Execution (Hard Skills)
  • Outcome Analysis and Expectations Management (Hard Skills)
  • Technical Troubleshooting and Optimization (Hard Skills)
  • Client Engagement and Retention (Soft Skills)
  • Feedback Integration and Advocacy (Soft Skills)
  • Risk Management and Issue Resolution (Hard Skills)
  • Cross-Functional Collaboration (Soft Skills)

14. Client Success Manager, Apex Dynamics, Boise, ID

Job Summary: 

  • Work cross-functionally within LetsGetChecked and externally to execute against the implementation plan
  • Own the project plan from beginning to end and ensure successful execution of the project - mitigating risks and making effective decisions
  • Develop and manage client business plans, communicate benchmarks and milestones and continuously monitor and evaluate progress and effectiveness of tactics
  • Advocate for client needs and struggles by providing feedback to internal partners
  • Work with internal partners to meet the client’s reporting and analytics needs
  • Build and own excellent client relationships
  • Building the client services, technical installation and customer support teams and associated policies and procedures
  • Developing and negotiating delivery milestones 
  • Leading all aspects from client engagement, budget, operations, support and project activities
  • Coordinate with product manager(s) to configure products for delivery including development of detailed product feature set and requirements, coordination of whiteboarding sessions to gain customer input, etc


Skills on Resume: 

  • Cross-Functional Collaboration (Soft Skills)
  • Project Management (Hard Skills)
  • Client Business Plan Development (Hard Skills)
  • Client Advocacy (Soft Skills)
  • Reporting and Analytics (Hard Skills)
  • Client Relationship Management (Soft Skills)
  • Team Building and Policy Development (Hard Skills)
  • Negotiation and Delivery Milestones (Hard Skills)

15. Client Success Manager, Summit Technologies, Charleston, SC

Job Summary: 

  • Lead the internal and external as it relates to executing and supporting a client across the entire client engagement lifecycle 
  • Responsible for developing, growing and maintaining healthy customer relationships.
  • Engage practice/health system/vendor partner leadership at the highest level of professionalism through written and spoken communication
  • Be responsible and accountable for the overall customer relationship for all installed customers starting with an executed agreement 
  • Provide strategic and tactical direction to the customer engagement team, leading them in the generation of metrics for the realization of customer value
  • Direct for the client manager and implement and support teams to assist in prioritization, planning, resource and process management within the defined scope.
  • Be the single point of accountability for customer operations serving as the primary voice of the customer to the OH team, responsible for the overall project scope.
  • Be accountable for all aspects of the account management including budget, completion of contract deliverables, supporting the product requirement collection, delivery schedule, training and end-user support. 
  • Be responsible for all aspects of customer implementations, prioritization, development and refinement, technical installation, customer support teams and associated policies and procedures. 
  • Be responsible for proactively identifying and resolving client site or team issues 


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Strategic Direction (Soft Skills)
  • Project Management (Hard Skills)
  • Stakeholder Engagement (Soft Skills)
  • Operational Accountability (Hard Skills)
  • Problem Resolution (Soft Skills)
  • Technical Expertise (Hard Skills)
  • Metrics and Reporting (Hard Skills)

16. Client Success Manager, Innovatech Systems, Albuquerque, NM

Job Summary: 

  • Maintain a customer-first mentality in all aspects of the job
  • Own the health of client relationships in all respects including product utilization, campaign success, contract renewal, and beyond
  • Protect company growth by minimizing churn and finding upsell opportunities
  • Stay well-versed in account-based marketing trends and be able to consult intelligently for their customers
  • Deal confidently with the unexpected, but prepare for every interaction so “unexpected” doesn’t happen often
  • Develop executive relationships that keep Triblio and customers well-aligned on goals
  • Proactively collaborate with product, Sales, and Marketing teams to serve as the voice of the customer
  • Engage installed client leadership at the highest level of professionalism through written and spoken communication 
  • Coordinate with internal product and software development leadership 
  • Ensure the monitoring and tracking of all customer deliverables, ongoing processes, progress against plan, etc.
  • Support sales and product management teams pre/post-sales presentations, trade shows, and meetings 
  • Collaborate with the sales team on opportunities to upsell and expand within the install base


Skills on Resume: 

  • Customer Relationship Management (Soft Skills)
  • Account-Based Marketing (ABM) Knowledge (Hard Skills)
  • Upselling and Churn Prevention (Hard Skills)
  • Adaptability and Preparedness (Soft Skills)
  • Executive Communication (Soft Skills)
  • Cross-Functional Collaboration (Soft Skills)
  • Client Deliverable Tracking (Hard Skills)
  • Sales and Product Support (Hard Skills)

17. Client Success Manager, FutureVision Consulting, Des Moines, IA

Job Summary: 

  • Manage day-to-day client relationships providing a first-class client experience
  • Understand and anticipate client needs
  • Use data and metrics to test theories, confirm assumptions, generate insights and recommendations, and measure success
  • Develop action-oriented strategic account plans and oversee their successful execution and implementation to achieve mutually beneficial long-term objectives and goals
  • Organize and conduct onboarding and training calls
  • Conduct ongoing account meetings to communicate industry best practices and develop strategies for ongoing and expanded client success
  • Leverage client data, technology, and insights to foster strong client engagement, retain business, and grow accounts
  • Monitor and report on client usage and success to the internal team
  • Ensure that all clients derive maximum value from their investment in WCM
  • Meet and exceed assigned targets for retention, expansion opportunities, and strategic objectives associated with a portfolio of accounts
  • Develop and implement client outreach campaigns
  • Identify opportunities and proactively collaborate with Business Development & Sales to expand revenue in accounts and improve retention


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Data-Driven Decision Making (Hard Skills)
  • Strategic Planning and Execution (Hard Skills)
  • Onboarding and Training (Soft Skills)
  • Client Engagement and Retention (Soft Skills)
  • Performance Monitoring and Reporting (Hard Skills)
  • Campaign Development and Implementation (Hard Skills)
  • Revenue Growth and Collaboration (Soft Skills)

18. Client Success Manager, Pathway Solutions, Little Rock, AR

Job Summary: 

  • Working with the Client Management Team to help qualify new sales opportunities and support the growth of the Software Solutions business unit
  • Supporting the sales process through product demonstration support, customer requirements meetings, and proposal development, including RFI/RFP bid management processes
  • Working with the professional services team to develop an effective proof of concept/pilots and to project management solution implementation projects including schedules, deliverables, and issue tracking
  • Accountable to drive high active usage rates within customers by driving the creation and execution of a thorough and action-oriented Adoption Plan
  • On-going identification, creation, and development of professional services & license opportunities within client projects
  • Establishing and maintaining long-term customer relationships providing best practice advice to improve their operations and initiatives
  • Initiating and participating in account planning sessions with both internal teams and the client's key stakeholders
  • Ensuring the successful and optimum utilization of Thomson’s Reuters Software solutions, predominantly HighQ, but assisting to support other product lines
  • Support annuity revenues by working closely with the Client managers during the renewal cycle
  • Effective, timely, and accurate client communications (oral and written), establishing and reviewing key performance indicators, and active positive engagement
  • Work in CRM environment updating customer and account information


Skills on Resume: 

  • Sales Support and Proposal Development (Hard Skills)
  • Project Management (Hard Skills)
  • Customer Adoption and Engagement (Soft Skills)
  • Opportunity Identification and Development (Hard Skills)
  • Account Management and Planning (Soft Skills)
  • Product Utilization and Support (Hard Skills)
  • Communication and Reporting (Soft Skills)
  • CRM Proficiency (Hard Skills)