Customer Success Manager

About Us:

SquareWorks Consulting is a thriving NetSuite partner dedicated to elevating our customers' experiences through exceptional automation solutions and consulting services. Our product suite includes Automate: a NetSuite-native financial automation platform designed to significantly enhance NetSuite's out-of-the-box capabilities. Alongside our innovative products, we offer top tier consulting services, partnering with our clients to ensure successful NetSuite implementations, optimizations, and ongoing support.
We are committed to building long-term partnerships with our customers, aiding their success from the ground up, starting with our team. At SquareWorks Consulting, we are devoted to fostering an environment that enables our employees to achieve professional excellence. We provide ample training and development resources, uphold a diverse and inclusive workplace, offer a fully remote working environment, and ensure a healthy work-life balance, alongside various other wellness benefits and programs.

Job Summary: We are seeking an experienced NetSuite professional to join the team. In this role, you will be responsible for building, maintaining, and expanding relationships with SquareWorks’ existing customer base. You will work closely with clients to understand their requirements, recommend scalable and sustainable solutions, and provide guidance throughout the sales cycle. This position offers an exciting opportunity to leverage your NetSuite expertise in service to our clients while you grow your own skillset and contribute to the success of the company.

Key responsibilities:

• Establish strong working relationships with strategic customers and help manage SquareWorks’ customer reference program.
• Serve as the primary point of escalation for customer issues or concerns
• Strategic and general account management and planning activities
• Identify and qualify new services, products, and support opportunities.
• Achieve sales activity and revenue goals set by SquareWorks leadership.
• Prospect, nurture, and manage the entire sales process and pipeline in Salesforce.com within existing customer base.
• Develop and nurture working relationships with SquareWorks employees and act as the key liaison in bringing SquareWorks resources together to assess, position, and sell products and services to customers.
• Collaborate with marketing on campaigns, prospecting, networking, and targeted emails with an emphasis on expanding the existing customer footprint and revenue.
• Establish productive relationships with customers by assessing their business needs and pains, identifying and prescribing the best possible path forward, and establishing a strong business case for their growth requirements.
• Establish and refine a communication plan to effectively communicate the core values of SquareWorks and its suite of products and services, including the execution of presentations and coordinating demonstrations of technology.
• Ensure alignment between clients and SquareWorks resources at the time of project kickoff.
• Model and maintain the highest standards of communication, client management, customer service, and project execution.

Qualifications:

Minimum of 2 years in the ERP space, preferably NetSuite.

Bachelor’s degree or equivalent work experience.

Strong experience managing NetSuite ERP projects and implementations.

General knowledge of accounting principles and terminology.

Excellent analytical and organizational skills.

Outstanding written and verbal communication skills.

Excellent attention to detail.

We ask that you:

Be interested in building and managing strong customer relationships.

Demonstrate a willingness to fully own and execute upon assigned work and objectives.

Have extensive experience with NetSuite and ERP systems.

Be comfortable working remotely.

Be able to handle competing priorities effectively and with limited guidance.

Be able to constructively manage stress and pressure.

Work with honesty and integrity.

Work well in a collaborative, interactive team environment

We require that all SquareWorks team members:

Focus on autonomous thinking and a proactive approach to customer relationships.

Create high quality, clearly written documentation that explains work performed and solutions implemented.

Maintain a commitment to highly responsive communication with our customers and team members.

Interact with team members in such a way as to maintain a positive and collaborative atmosphere.

Strive for continued personal growth; contribute in an ongoing and proactive way to the growth of SquareWorks as a company.

Compensation & Benefits
• Competitive compensation
• Competitive healthcare benefits
• Unlimited vacation
• Internet allowance
• Home office expense reimbursement
• 401(k) employer contributions
• Birthdays off
• Charitable contribution program