VelocityEHS
Making workplaces safer and more sustainable.

Customer Success Account Manager

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 GENERAL DESCRIPTION:

The Customer Success Account Manager - Ergonomics plays a significant role in ensuring client services expectations are met and then some. The Customer Success Account Manager - Ergonomics owns the project coordination of a team of Ergonomists, collaborates with other departments to ensure services projects are delivered timely, according to VelocityEHS quality standards, and in a manner that delivers unrivaled client satisfaction. 

VelocityEHS Customer Success Account Manager - Ergonomics ensures that customers are being delivered value at all phases of their lifecycle.  Beginning in new customer onboarding, into ongoing support and account management, and eventually through the renewal process, they try to best align the unique needs and goals of a customer with the optimal uses of the Ergonomic solution. 

 

PRIMARY DUTIES AND RESPONSIBILITIES:

Key Responsibilities include but are not limited to:

  • Concurrent management of numerous customer accounts, primarily involving the customer implementation of ergonomic training and risk assessment software; onboarding; serving as the main point of contact for customers during a customer’s lifecycle; confirm/redefine scope; establish training and communication timelines; supporting upsell/cross sell opportunities; providing front end product support on a case by case basis; coordination with backend operations; ongoing customer communications/updates; ensure timely communications within established quality guidelines.
  • Collect and report various project metrics - including project times, project statuses, and project sizes.
  • Provide outstanding customer service and communication to all clients always exceeding expectations.  Build professional relationships with clients engaging in L2 service projects.
  • Collaborate with Product Management, Development and Sales to prepare the client services team before the sale of new products, services or functionality, within the compliance services book of business.
  • Work to scope and implement new customer service offerings.
  • Demonstrate a working knowledge of HIPPA compliances, procedure creations, and deployments.
  • Oversee and manage off-sight personnel and contractors projects.
  • Working knowledge of standard accounting practices, specifically milestone accounting. 
  • Ability to understand and interpret contracts.
  • Acts as the primary point of contact for many VelocityEHS Ergonomic Solutions customers over all phases of their lifecycle.
  • Owns the new customer onboarding process (system set up and configuration, administrator training, customer project planning), and best matches customer’s goals and unique scenarios to the Ergonomic Solutions.
  • Periodically reviews customer product adoption and develops and executes appropriate outreach efforts to drive use. 
  • Helps facilitate, either alone or along with Customer Success/Retention staff, the renewal process.
  • Coordinates consulting services activities by playing a liaison role between the customer and the Director of Ergonomics or outside contractors providing the service, including: solutions scoping, services logistics coordination, and services fulfillment activities (report delivery to customer, prompting billing activities, etc.).
  • Identifies and advocates for improvement opportunities in all areas associated to the growing VelocityEHS Ergonomic Solutions – product suggestions, changes to the service delivery and implementation models, support collateral, etc.
  • Collects and documents various metrics and data within SalesForce.com, such as: recording actual project deliverables, project statuses or phases and their percentage of completion, customer correspondence; invoicing prompt information, support requests, etc.
  • Provides support of internal needs and usage of Ergonomics solution.
  • Builds great rapport with customers that drives advocacy, identifies upsell and cross-sell opportunities, and proactively recognizes and addresses early warning indicators.
  • Resolve issues or concerns (cancel requests, scope misunderstandings, additional charges, backend operation issues, etc.) that may arise during the customer’s lifecycle, either directly or by collaborating with applicable VelocityEHS staff (Sales, Client Services Manager, Product Manager, etc.).
  • Assist the Manager of Client Services, with establishing appropriate SOPs, KB Articles, and SalesForce.com enhancements to effectively track and report activity.

 

Required Skills & Qualifications

 

Minimum Skills & Qualifications

·         Bachelor’s degree in an appropriate discipline or equivalent work experience

·          2+ years of related professional experience. 

·         Proficient in MS Office (Outlook, Word, PowerPoint, Excel).

·         Proficient with Internet Browsers (Google Chrome, Mozilla Firefox, Internet Explorer, etc.). 

·         Must possess strong project management, multi-tasking and prioritization skills.

·         Excellent training, communications, relationship building and customer service skills.

·         Strong attention to details, policies and procedures with the ability to identify and recommend improvement opportunities

·         Ability to manage multiple projects with tight deadlines

 

Preferred Skills & Qualifications

·         Experience delivering customer services in a Software as a Service (SaaS) environment a plus

·         Experience with CRM (SalesForce.com) a plus. 

·         PMP Certified  courses and/or experience with Project Management is a plus

 

COMPANY DESCRIPTION:

At VelocityEHS we’re all about helping companies around the world promote a safer work environment for their employees. We develop innovative on-demand (cloud-computing technology) safety and compliance management solutions that enable our customers, environmental health and safety (EH&S) professionals in a wide range of industries, to work faster and more cost-effectively in administering their overall safety compliance programs.

 

Headquartered in the heart of downtown Chicago, VelocityEHS is much more than just a place to work. VelocityEHS has cultivated a unique environment where success is both a journey and an everyday occurrence. We work hard and play hard because we love what we do. We place a high value on teamwork, and at the same time, look for individuals who are self-motivated and willing to take risk to help the company advance.

 

VelocityEHS offers many benefits, including:  paid time off, health/dental insurance, 401(K) plan, casual dress, transit benefit program and more. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability. We welcome and encourage diversity in the workplace.

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What are VelocityEHS Perks + Benefits

VelocityEHS Benefits Overview

Here at VelocityEHS, we place a high value on teamwork and understands that a great culture and work environment help to generate innovative ideas. Our employees are self-motivated, hard-working, enthusiastic and enjoy a great work-life balance.

Culture
Volunteer in local community
VelocityEHS partners with local nonprofits to create volunteer opportunities for our employees, who all have up to 2 days volunteer time to use each year.
Partners with nonprofits
VelocityEHS partners with various local nonprofits for volunteer events, such as One Tail at a Time, Cradles to Crayons, Habitat for Humanity and Ronald McDonald House.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
In-person revenue kickoff
Summer hours
President's club
Employee awards
Flexible work schedule
VelocityEHS provides employees with a work schedule that includes Summer hours, and flexible start and end times as needed to accommodate their busy lives.
Remote work program
We have transitioned fully to a remote-first work model, which allows our employees the flexibility they need to manage work around their lives - not the other way around.
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Mandated unconscious bias training
VelocityEHS has dedicated training, both at an employee and leadership level, to help continuously educate our community to better understand their own bias and others experience.
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
Mosaic celebrates cultural diversity at VEHS, FEM is dedicated to the empowerment of women in our community and Pride works to create a safe & open Workplace for LGBTQIA+ Colleagues and Allies.
Hiring practices that promote diversity
VelocityEHS is dedicated to broadening our recruiting pipeline by ensuring inclusive employer branding, leveraging diverse job boards and partnering with schools with diverse student body populations.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Employees can contribute up to $2750 annually to their FSA.
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
VelocityEHS partners with Bright, an online wellness platform that provides 20 hours of live fitness, mindfulness and health programming every day to our employees around the globe.
Team workouts
VelocityEHS always participates in the annual JP Morgan Chase corporate challenge, but we also offer group workouts like bootcamps and yoga throughout the year.
Mental health benefits
VelocityEHS offers Modern Health to all of our employees, a global mental wellness platform that provides several modalities of care including counseling, coaching, and self-paced online courses.
Financial & Retirement
401(K)
401(K) matching
VelocityEHS 401(K) retirement plan matches 50% of an employee's contribution up to 5% of their annual base salary.
Child Care & Parental Leave Benefits
Generous parental leave
VelocityEHS has increased their parental leave policy to 16 weeks of paid leave for birth parents and 6 weeks total of paid leave for non-birth parents.
Family medical leave
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
VelocityEHS employees receive between 17 and 32 days per year of paid time off based on years of service, not including additional volunteer and reflection days.
Paid volunteer time
All employees start with 1 day of paid volunteer time per year. We also offer all employees a "day of reflection" to use for personal celebration or education.
Sabbatical
Eligible employees get 1 month sabbatical after 10 years of working at the company.
Paid holidays
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Company-sponsored happy hours
Recreational clubs
Fitness stipend
Employees have access to Bright, an online fitness platform offering 20 hours of fitness and wellness live programming every day.
Home-office stipend for remote employees
Employees receive $100 per month to spend how they see fit to optimize their work from home experience.
Onsite gym
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
The Eagles Education program pays for qualified employees to earn advanced degrees and certifications as it related to their career development and growth.
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications
Personal development training

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