Customer Success Manager

Location: US Remote

Employee Level: Individual Contributor

Career Level: Mid-level

What You Need

• Superb relationship skills, with the ability to work within all levels of an organization
• Be comfortable in an ever-changing environment
• Self-direction of day-to-day activities – collaborating with team members to share best practices and experiences
• Broad knowledge of all PDI products and services
• Exceptional listening skills with the ability to ascertain unspoken needs
• Critical thinking and problem-solving skills
• Salesforce experience a plus but not required
• Highly organized and strong written and verbal communication skills
• Ability to travel required
• 3-5 years Industry operational experience, account management, or customer success required
  
  

The Opportunity:

You will play a key role in driving the effectiveness and efficiency of our Account Management team including development of strategy & processes and proactively managing the performance of the post-sales business. The role is responsible for driving performance, retention, and other high impact activities.

The Customer Success Manager will serve as the customer advocate by aligning the broader PDI organization to serve the customer’s needs. The person in this role must be proactive and passionate about the clients they serve and be able to understand and direct both business and technical solution product choices – thus aligning the customer, PDI leadership and various cross-functional teams in service to the customer.

What You’ll Do

• Interact on a regular basis with assigned customers to answer questions, address concerns, and understand their unique business challenges
• Partner closely with assigned field sales executive to enable customer needs and identify process improvements and / or areas for growth
• Drive product usage and customer retention, with a focus on early identification of risks (project and renewal) and improvement of overall account health
• Track projects
• Partner with internal departments to deliver greater value to assigned customers
• Identify industry trends and analyze data to learn more about customer Coordinate solution development across multiple departments
• Resolve customer and internal escalations in a timely manner
• Track on-going operational metrics
• Maintain an updated knowledge of company software and services
• Drive collaboration across teams, regions, and products to achieve a set of unified processes that meet set requirements and scale for growth
• Build alignment and attain Trusted Advisor status with key executives and stakeholders across the company
• Keeping a customer account overview and monitoring metrics associated with customer satisfaction, customer goals, and business needs.
  
  

Why PDI Technologies?

PDI Technologies, Inc. resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with their customers.

We Offer

• Comprehensive benefits package including health, dental, and vision coverage effective immediately
• Fully flexible remote work environment
• Matching Group Retirement Savings Plan
• PTO effective immediately
• Quarterly self-investment allowance for personal and professional development, health and wellness, entertainment, travel, charitable giving, tech, travel, etc.
• Strong culture that values authenticity, trust, curiosity, and diversity of thought
  
  

Our Commitment to Diversity, Inclusion & Belonging

At PDI Technologies, diversity is embraced. We are committed to cultivating an environment that is safe, welcoming, and inclusive for all individuals. PDI Technologies is an Equal Opportunity Employer. We agree not to discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.