Home
/
Comprehensive
/
Customer Success Manager
Customer Success Manager-March 2024
Blue Bell
Mar 31, 2025
About Customer Success Manager

  Reference #: 1784Overview

  Based in Philadelphia, Pinnacle 21 is a leader in clinical trial data software and services. Our vision is a clean data pipeline that ends in a successful regulatory submission. We're an established startup that builds software to streamline the drug approval process, bringing life-saving medicines to patients faster.Pinnacle 21 is a certified Great Place to Work, and we're looking for motivated talent. Come help us revolutionize clinical trials and streamline the drug approval process.As our Customer Success Manager, you will align our goals with those of our clients, maximizing the value we transfer to each other. You will ensure that we understand our clients' problems and needs, and that they understand and benefit from our software solutions. As the hub of vendor-client intelligence, you will be relied on to guarantee feature adoption and client business success-which should result in customer satisfaction, retention, and revenue growth, as well as direction for our product development efforts.Responsibilities

  Account Manager: Escort clients along their journey with us.Serve as point of contact starting after initial sale and onboarding clients from their first install (implementation) to expanded use and later version upgrades (adoption).Build professional client relationships, facilitating online meetings and offline emails and tickets; follow or create scripts for standard steps in the client journey.Move clients through the admin steps surrounding installs and upgrades in tandem with our Implementation Managers and Technical Operations Teams; provide ongoing support for all clients, and extra care for those who are new and/or at-risk.Product Evangelist: Educate clients on our features and their intended use.Study our documentation and experiment in our testing environments to learn our selling points, the differences between versions, and the steps for using each feature.Route clients through our knowledge libraries to circulate our marketing, training, and informational content, generating excitement and preempting FAQs.Represent our Product Managers and Clinical Data Consultants in training users in our intended use cases and supporting their adoption of our advanced features.Lure clients onto the latest version of our software by negotiating for their IT resources and articulating our value propositions.Customer Advocate & Communicator: Move key info between clients and our teams.Research each client extensively, writing your findings in our CRM system and triaging which questions we should ask next; facilitate interviews with existing clients biweekly for premium accounts and annually for small pilot accounts.Document all discussions with pre-call agenda, post-call notes/minutes, and service desk tickets to track bug reports, feature ideas, or information requests; triage the resulting action steps based on client account size, urgency, and scalability of the solution.Find answers independently by troubleshooting bugs, shadowing our experts, and teaching yourself about our products; remain humble and know when to defer to an expert-which will be most of the time at first.Business Analyst: Ask good questions and listen to clients' pain points.Drive client satisfaction by tracking both stories and stats that show account health.Gather qualitative intel from direct observation of client environments and anecdotal evidence from routine interviews, e.g., pain points, nuances in their use cases, feedback on features, and opportunities for more training.Gather quantitative intel from analysis of client click paths and usage metrics to identify patterns of (mis)use, interpreting these insights in light of their stories.Identify gaps and overlaps between clients' existing processes and our intended use cases to advise their scope and sequence in adopting our solutions.Out of Scope: Things we already have covered.Our key value proposition is that w offer the same software to every client and regulatory authority to standardize data handling across industry and government. Note: Unlike some software boutiques, we do not create custom apps or novel interfaces client-by-client. Instead, we focus on educating and informing clients to better use the features they all already share, and we reject the majority of one-off change requests.Qualifications

  Curious about our clients and products, cautious with our brand and industry goodwill, conscientious in follow-throughWilling to learn and serve, flexible in adapting to rapid organizational change, receptive of constructive criticismThick skin in being able to take heat from big clients when things go wrong outside of your control, unafraid to ask (and re-ask) team members to deliver on their promisesHigh tolerance for ambiguity, low tolerance for mess; able to create order out of chaos, attend to details, and push quality higherService-obsessed, motivated to go above and beyond to assist clients, able to gain client trust as an advisor while also furthering our company goalsSmooth and exact in communicating, writing, presenting, and facilitating; able to shift from calming "bedside manner" to exuberant sales-mode to calculating negotiatorRelentlessly resourceful and discerning in solving problems independently vs. seeking help from others; brave yet humble in working across multi-disciplinary teams where each person is more of an expert than you in their chosen fieldPlusAbility to work in a remote position requiring constant spoken and written communication; skill in exerting influence (even on company founders, owners, and partners) without leverage or managerial authorityEducation or qualifications relating to business, programming, data science, health sciences, medical writing, customer support, project management, or corporate communicationsExperience working for a software-as-a-service (SaaS) vendor, clinical laboratory, pharmaceutical company, or Contract Research Organization (CRO), specifically in functions supporting Clinical Data Management, Biostatistics, or CDISC data submissionsCertara bases all employment-related decision on merit, taking into consideration qualifications, skills, achievement, and performance. We treat all applicants and employees without regard to personal characteristics such as race, color, ethnicity, religion, sex, sexual orientation, age, nationality, marital status, pregnancy, physical or mental condition, genetic information, military service, or other characteristic protected by law.

  Certara is an Equal Opportunity Employer. Certara does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Control System developer (Embedded software programmer, Computer Engineering)- Active safety systems
Overview In this role, the software engineer will work to develop a suite of technology features applied to Light Electric Vehicles (like eBikes and electric scooters) so as to improve the  situation
(USA) Tire & Battery Technician - Automotive PT
Position Summary... As a Tire & Battery Center Technician you will work to provide safe and efficient service in both the sales and service areas of the department and deliver to our members more
Accounting Analyst I
Job Description Position Summary: The Accounting Analyst I play an important role for the Record to Report department, since the main objective is to process general accounting activities, such as en
Intern - Risk Management
The Valley Intern Program (VIP) is a unique and challenging 9-week experience for diverse, talented and motivated students interested in gaining relevant experience in their specific area of study wi
CUSTOMER SERVICE REPRESENTATIVE
Store Family Dollar Family Dollar is seeking motivated individuals to support our Stores as we provide essential products at great values to the communities we serve. General Summary As a Family Doll
Operations Accountant
body {background-color:#ffffff;background-repeat:no-repeat;background-position:top left;background-attachment:fixed;}h1{font-family:Arial, sans-serif;color:#000000;background-color:#ffffff;}p {font-f
Strategic Operations Leader
Strategic Operations Leader 109757 Zurich North America is seeking a Strategic Operations Leader for the Crop Business unit (RCIS). This leadership role will be responsible for the management of a st
Lead Accountant, GMS, GSE
Do you have experience in Finance Controlling Tasks and would like to be part of a team that works in a global and cross-functional environment together with experienced colleagues from all around th
General Manager 3 - Environmental Services / Custodial
Unit Description Put your passion for people to work and make a real impact. Sodexo is Growing! We areseeking a General Manager 3 of Environmental Services located in Philadelphia, PA to manage a bra
Warehouse Production Coordinator
Company Overview Sleep Number team members are part of a passionate, purpose-driven culture that supports improving the health and wellbeing of society through higher quality sleep. We are not just f
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved