Responsibilities include, but not limited to :
- Lead from the front by fully understanding and being able to step into the job of each CSM when needed
- Lead a customer success group that is highly effective at carrying out ’s mission
- Manage a personal client portfolio of 20-30 clients
- Manage your team to achieve set GRR, NRR, and Customer Satisfaction goals
- Working closely with Boast’s Product team in order to enhance internal and external adoption of the platform
- Work closely with Boast’s Customer Delivery Team in order to create the best outcome for our clients
- Manage escalations within the CS team by following a methodical escalation process
- Improving the effectiveness of the CS team by developing and maintaining process
- Identify KPIs and metrics to measure team performance and manage your team to those goals and outcomes
- Work with CSM to enable their ability to upsell product to existing customers
- Implement effective performance management processes to maximize CS team member performance
- Develop team retention strategies to maximize eNPS and minimize employee turnover
- Collaborate with the business development team and product team to continually improve the customer journey
- Continue to strengthen a CSM team
Skills & Qualifications
Lead and Inspire a high-performing team of 8+ direct reports in the R&D Tax space, with a focus on driving exceptional results and outstanding customer experiencesDevelop and leverage exceptional people management and coaching skills to motivate and empower team members to succeed and grow professionallyDrive operational excellence through analytical thinking, process development and improvement, problem-solving, communication, delegation, and planningDisplay a strong management presence and leadership ability, with exceptional communication and interpersonal skills that inspire and motivate teams and stakeholders alikeDemonstrate a passion for winning and delivering exceptional results, with an intense drive to become an expert in the R&D Tax spaceExhibit flexibility and agility in responding to evolving business priorities and navigating ambiguity with easeProven track record of effectively managing a team to upsell to clients and delivering positive outcomesCollaborate effectively across the organization and with external stakeholders to drive alignment and achieve shared objectivesWilling and able to address escalated client issues with speed, urgency, and empathy.Benefits of Joining Boast
Highly competitive salary rangeRemote-first and flexible work culture that prioritizes work-life balanceOpen and transparent management structure that values collaboration and feedback from all team members, ensuring your voice is heard and your ideas are valuedComprehensive health benefits package, including medical, dental to ensure you and your family are well taken care ofStock options to align your interests with the company's success and benefit from its growthContinuous learning opportunities to promote personal and professional growthGenerous vacation time, unlimited PTO.