Senior/Customer Success Manager (CS-150724)

Bengaluru, Karnataka, India | Global Customer Success & Services | Full-time

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Please note: This opportunity is exclusively onsite.
Location: Bengaluru only

Who are we?

Whatfix is a leading global B2B SaaS organization and the largest pure-play enterprise digital adoption platform solution provider.

Utilizing GenAI technology, Whatfix enhances all stages of software deployment with application simulation, product analytics, and digital adoption, driving business outcomes such as increased revenue win rates, cost reduction, risk compliance, enhanced productivity, and improved user experience. 

We have seven offices in the US, India, UK, Germany, Singapore, and Australia, supporting  700+ global customers, including 80+ Fortune 500 companies. Whatfix has raised $140 million to date and is backed by marquee investors, including Softbank, PeakXV, Dragoneer, and Cisco Investments. 

  • With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards. 

  • Recognized as a “Leader” in the digital adoption platforms (DAP) category for the past 4+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.

  • The sole vendor named as Customers’ Choice: 2024 Gartner® Voice of the Customer for Digital Adoption Platform Report.  We also boast a star rating of 4.6 on G2 Crowd 4.5 on Gartner Peer Insights and a high CSAT of 99.8%

  • Highest-Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Third Consecutive Year

  • Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work 2022-2023 

  • Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal


Are you ready for the next phase of your growth?

At Whatfix, the Customer Success team is on a mission to maximize the value our customers derive from our product and services. We are looking for a stellar Customer Success Manager who is passionate about solving real business problems for our customers and delivering best-in-class customer service. You will be part of a close-knit motivated team of rock stars consisting of success managers, solutions engineers and project managers.

What do you get to do?

  • Get involved in the entire customer lifecycle from on-boarding through the duration of their subscription period. Being responsible for every aspect of the customer journey post sales handoff

  • Be the product champion and consultant to enable the customers to realize the potential of Whatfix

  • Understand customer’s business, their application for which they have purchased Whatfix subscription for and their key digital adoption goals

  • Identify product usage gaps and provide actionable solutions to the customers 

  • Build value-based relationships with customers and create Whatfix champions 

  • Conduct Strategic Business Reviews (EBRs and QBRs) to understand customer lifecycle milestones, communicate the value of our product, showcase ROI

  • Drive desired customer outcomes through a consultative approach

  • Ensure customer retention by negotiating and closing renewals

  • Identify opportunities of upselling and cross-selling along with the Account Managers

  • Identify appropriate business use cases where Whatfix can be deployed

  • Establish deployment goals and desired success outcomes and then develop a plan to carry them out successfully

  • Have a strong business sense to keep looking out for new use cases and solutions using Whatfix to create a win-win situation with customers

  • Communicate and brain-storm with the product team on customer feedback and help refine product roadmap

  • Work with the marketing team to execute customer surveys, case studies, etc.

  • Identify and Process Success milestones for the customers

  • Optimize existing processes within the company and actively enhance all Customer Success initiatives

  • Drive customer advocacy through reviews, testimonials, customer meetups; and create a center of excellence within the customer's organization

What you need to have/ bring to the table:

  • Has relevant 3 to 8 years of work experience (CSM - 3 to 5 yrs; Sr CSM - 6 to 8 yrs)  in a high-touch Customer Success / Strategic Consulting role in a B2B SaaS or Tech Product based company

  • Has worked directly with Large Enterprise Customers in the Americas/EMEA or ANZ region

  • Being an organization that believes in a flat hierarchy, we have only 1 people manager per region for the CS team and everyone else, including those with 15+ yrs of Customer Facing experience add value to Whatfix and its Customers in the capacity of an individual contributor

  • Should be open to aligning with the US (5:30 pm to 2:30 am), EMEA (1 pm to 10 pm IST), or ANZ (5 am to 2 pm) timezone

  • Prior experience of handling quota based account portfolio, handling customer negotiations and renewals

  • Showcases exemplary written and verbal communication skills to work along with Global Customers

  • You are passionate about solving problems by understanding customer needs. Should have a growth and learning mindset to solve additional challenges

  • You keep yourself generally aware about different applications enterprises use for their workforce and business processes

  • Has an exceptional ability to communicate and foster positive business relationships

  • Demonstrates a deep understanding of customers concerns and thoughts regarding the use of products

  • Managed customers across different segments in the past and knows how to manage them differently

  • Exhibits a true passion for customers and for Customer Success  

Perks & Benefits (India) 

  • Best-in-class medical insurance coverage

  • Free lunch & dinner buffet 

  • Doorstep cab drop facility

  • Education sponsorship

  • Internal job transfer

  • Scope to represent Whatfix at global events

  • Onsite customer travel and business meetings

  • We also provide uncapped incentives, bonus plans and opportunities to employees (especially those in GTM teams) to travel to meet our global customers

Note: 

  • At Whatfix, we thrive on the power of collaboration, innovation, and human connection. We strongly believe that working together in our office (five days a week)  fosters open communication, builds a sense of community, fuels innovation, and enables us to achieve our collective goals effectively.

  • We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast and scale Fast; No Hierarchies for Communication; Deep Dive and innovate; Trust, Do it as you own it; 

We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status