Customer Success Associate (Remote)

DataBlend, a specialized iPaaS software company focused on financial system workflows, is looking for a hands-on, detail-oriented, relationship builder to join our team as a Customer Success Associate. If you want to join a start-up with proven product market fit and are ready to roll-up your sleeves both to help our customers gain maximum value from our solution and DataBlend grow our revenue, please apply now via LinkedIn!

Reporting to the Senior Customer Success Manager, responsibilities will include, but not be limited to: 

  • Regularly monitor and reconcile customer and partner product usage to ensure accuracy and compliance with active subscriptions.
  • Ensuring maximum value (ROI) is derived from our solution by each customer to drive high renewal rates and strong references.
  • Developing material (quarterly release notes, training material, lunch and learns, customer newsletter, etc.) to keep customers informed of full capabilities of solution.
  • Preparing renewal orders and collecting requirements for statements of work, as required.
  • Working with finance team on receivables follow up
  • Assisting the sales team in new and existing sales order processing and ensuring proper customer onboarding.
  • Ensure customers have a positive early experience in the delivery cycle, ensuring welcome and kick-off communications as well as project and post-go-live check-ins.
  • Review of closed deals and verification of required fields in CRM & project tracker.
  • Creating customer appreciation programs.
  • Cross departmental tasks and ad hoc projects as needed.
  • Scheduling meetings for follow up after services are performed, including project completion reviews.
  • Conduct outreach to publisher clients to maintain and strengthen relationships as needed.
  • Identifying customers to engage in and conduct case studies.
  • Working with Customer Success department to communicate customer needs.

    • Maintain CRM (HubSpot) with up-to-date customer and contact information to facilitate internal reporting.
    • Perform tactical and strategic administrative tasks to support the DataBlend teams.
    • Monitor of support queue for outstanding tickets based on established SLA’s as needed.
    • Recognize and suggest administrative initiatives to support efficiency within the company resulting in department and company growth with a focus on customer satisfaction.
    • Other support duties as assigned.

Required Skills/Experience:

  • 1+ years supporting teams ideally in a SaaS environment.
  • Confident in ability to multi-task and follow through effectively with multiple tasks at a time.
  • Highly Detail/Process Oriented
  • Proven written and verbal communication skills.
  • Experience in HubSpot, Smartsheet, PowerPoint and Excel.
  • The ability to adapt quickly to change with a positive attitude.

To apply, please send your resume to resumes@datablend.com.

DataBlend values the array of backgrounds, talents, and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to actual or perceived race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital or familial status (including registered domestic partnership status), sex and gender (including pregnancy, childbirth, lactation, and related medical conditions), gender identity and gender expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), age, sexual orientation, Civil Air Patrol status, military and veteran status, certain arrest or conviction records, domestic violence victim status, and any other consideration protected by federal, state or local law (collectively referred to as “protected characteristics”.