Jobs · Business Development · California

Customer Success Manager

Promera · Anaheim, CA · 1 mo ago
HybridBusiness DevelopmentFull-time

About the role

The Customer Support Manager at Promera plays a pivotal role in maintaining and expanding client relationships. The primary focus is on successfully renewing existing contracts and upselling additional products/services. The role requires establishing oneself as a subject matter expert and reliable business partner by understanding clients' facilities, wants/needs, service history, and the relationship Promera has with them.

Responsibilities

  • Schedule client work using Acumatica & Assignar (Company service and billing tools)
  • Manage project creation and data entry for all renewal projects and services within Acumatica
  • Contact clients using phone and email for service scheduling and customer support
  • Generate Renewal proposals based on customer need
  • Book business with existing customers
  • Turn over new business opportunities to Business Development Managers for new business/locations
  • Manage $1 - $2M in revenue
  • Achieve assigned revenue quota in designated geographies
  • Maintain or exceed profitability of services performed
  • Advocate for customer needs as they align to Promera services
  • Collaborate with Regional Operation Managers to achieve seamless implementation of the enterprise value proposition at the service level
  • Track, report, and analyze personal sales activity and opportunities
  • Ensure customer success and positive experience for customers

Qualifications

  • Minimum of 3 years’ experience in similar role; service industry experience preferred
  • Deep understanding of how organizations function, including company cultures, business practices, and budgeting processes
  • Skilled at interpreting financial data and reporting to identify trends, gaps, and opportunities for growth
  • Naturally driven to achieve results with a clear sense of purpose and urgency
  • Skilled at prioritizing high-impact tasks, eliminating distractions, and developing actionable plans to meet goals efficiently
  • Uses logical reasoning to solve complex challenges
  • Skilled in analyzing data to uncover insights and make informed decisions
  • Negotiates effectively, even under pressure, while maintaining fairness and gaining trust
  • Proficient in managing all aspects of project execution
  • Strong organizational skills with the ability to align people, processes, and resources to deliver efficient, high-quality outcomes
  • Strong communicator who can engage effectively with individuals at all levels, both internally and externally
  • Built and maintained positive, productive relationships through trust, empathy, and professionalism
  • Clear and persuasive communicator across a range of formats and audiences — from one-on-one interactions to large group presentations
  • Leads conversations with confidence, inspires emotional engagement, and earns the trust of stakeholders
  • Able to convey complex ideas clearly and concisely in both formal and informal written communications
  • Skilled in organizing content to ensure clarity, impact, and alignment with audience needs
  • Committed to enhancing both people and processes
  • Passionate about delivering high-quality products and services that meet or exceed expectations of internal and external stakeholders
  • Demonstrates sound judgment and makes timely, well-considered decisions based on the situation at hand
  • Focused on outcomes that improve organizational performance and align with strategic goals
  • High school diploma or equivalent; bachelor’s degree preferred

Benefits

  • Competitive pay, based on experience and location
  • Growth Sharing Incentive Plan eligible – our company-wide long-term incentive plan
  • Paid on-the-job training, and continued learning, including certifications
  • Paid Time Off
  • Medical, Dental, Vision plans
  • Life, Disability and other Voluntary coverage
  • 401k + matching
  • Employee Assistance Program

Promotion opportunities

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