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