iDeals is a fast-growing product company recognized as the most highly rated and customer-centric in a secure business collaboration market. With more than 1,000,000 users from 175,000 companies all over the world (mainly in the US and Europe), we are on a mission to build the most robust Virtual Data Room (VDR) solution that ensures secure confidential document sharing for online due diligence, fundraising transactions, corporate reporting, licensing, clinical trials, and other business goals.
We are currently looking for a Customer Success Operations Manager, who will support an international CSM team with the tools and processes they need to be efficient and effective; advocate for customer success across functions as a key to the company’s mission.
WHAT YOU WILL BE DOING:Being the 1st line of support to leadership or CSM who locate CRM/product/data analytics issues; trouble shooting issues, escalating for further fix, tracking progress and communicating status to all stakeholdersSupporting weekly CSM meetings with latest data and insight with focus on the most important issues that could benefit from the intelligence of the group, holding risk meetings with CSMManaging cross functional projects to improve internal processesMonitoring new customers signed: tracking new client handover process, CSM assignment and CRM enrichment processesConstant development of churn prediction, advocacy / upsell / cross sell opportunities identification by regularly gathering insights and best practices from CSMDesigning guides and playbooks for CSM to address potential churn, early at-risk renewals, negative feedback, low adoption and engagement etcConstant development of Customer Engagement Processes by determining the timing and content of touchpoints for CSMs along the customer journey to drive optimal adoption and high NPSCSM software (Gainsight CRM) administration and optimizationTracking leading indicators of renewals and upsell, analyze them to understand what’s going well and what’s notReporting to Regional CS Team Leads on CSM workload distribution, CSM operational metrics, data about top customers at risk, red/yellow flags from CSM system, forecasting hiring needs for Regional CS Team LeadsOrganizing 1:Many email outreaches, synchronizing them with other CSM touch pointsManaging Customer Feedback gathering, coordinating feedback gathering through customer journey and CSM touch points. Communicating resultsRefining customer tiering approach, reporting to CS Ops Lead on customer tiering, Renewal forecast and Customer EngagementRegularly gathering feedback from CSM team via 1-1 sessions and surveying; implementing feedback by constantly improving, optimizing and automating CSM processesDeveloping dashboards on key metrics, processes, risks for leadership and CSM team. Reporting on resultsRecommending strategic improvements to a business model
WHAT YOU SHOULD HAVE:Strong Upper-intermediate level of English (B2-C1)Advanced user of Google Sheets, Docs, Slides, Forms and experience administrating a CRM (Gainsight experience is a huge plus)Critical thinking and systematic approach to work with a focus on high-quality standardsExcellent verbal, written and interpersonal communication skillsHigh level of learning skills (working with a significant amount of information)
WHAT WE OFFER:iDeals Wellness Package: Medical insurance and health-related activitiesMental Health Support PackagePaid annual leave, sick leave, days off, and paid national holidaysPaid Sabbatical LeaveUnlimited learning and development opportunitiesProfessional and self-development books and subscription services compensationSponsorship of participation in inspiration events, conferences, meetupsObtain the company’s support if you decide to become a speaker or writerReimbursement of participation in sports competitionsInternational team-building activitiesSupport with organization workplace at home. Provided budget for home-office setup.Reimbursement of coworking space expensesInternal growth policiesRegular performance and salary reviewsGenerous internal referral programiDeals Surprise Boxes from the People ExperienceExcellence, Care, Trust, Collaboration, and Commitment are core values of the iDeals team
Since 2008, iDeals has won the trust of half a million business users. We have supported thousands of customers to run high-value and mission-critical projects, from the cross-border sales of multi-billion-dollar assets to developing revolutionary biotech products. Commitment to excellence has made iDeals the choice of big names and ambitious startups. The growth goes on: the team is getting stronger; our client base and revenues are increasing year-on-year.
We are driven by the mission of creating exceptional experiences for employees and customers alike. Our unwavering values of commitment and excellence inspire us to set the bar high, achieve the most ambitious goals and push the limits further.
Our diversity and different perspectives are the foundation of our success. Collaboration and trust ensure everyone has access to all the information, proactively shares thoughts, and leverages the teammates’ diverse opinions, experiences, and backgrounds. Both values help us to solve the most challenging problems.
Finally, care value drives us to create a positive work environment and make everyone feel valued. We also stand for iDealers’ physical, mental, financial, and personal well-being and encourage a healthy lifestyle and active living.
iDealers work in a remote-first model, meaning we collaborate remotely from anywhere – either at home, café, co-working space, or in one of our offices. And although we are located across the globe, we stay connected thanks to technology and ensure that everyone on our team feels surrounded by teammates and engaged with our common goals.
iDeals is an equal-opportunity employer
iDeals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don’t discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.