Enterprise Success Manager

About the role

The Enterprise Success Manager plays a pivotal role in the Customer Success organization at Candidly. They are responsible for a portfolio of high-ARR and high-growth-potential enterprise accounts, ensuring that the Candidly platform meets and exceeds customer needs. This position requires a deep understanding of the Candidly product and a proven track record of influencing key decision-makers.

Responsibilities

• Own a portfolio of top-tier enterprise accounts
• Actively engage with C-suite executives and other key decision-makers
• Streamline meeting prep and account documentation using AI-assisted tools
• Develop and execute success plans aligned with customer objectives
• Communicate progress on success plans internally and externally
• Generate excitement for new or developing products through marketing, product, and sales initiatives
• Optimize processes and continuously improve the customer experience
• Document all communication with customers accurately and in a timely manner
• Foster a culture of professionalism and customer advocacy

Requirements

• Minimum 5-10 years of work experience
• Minimum 3-5 years of experience in Customer Success, Account Management, Consulting, or Project Management
• Experience servicing institutional clients of all sizes, with a focus on large enterprises
• Proven interpersonal skills, including empathy and the ability to build authentic business relationships
• Experience working with and influencing key decision-makers at VP level and above
• Comfortable creating and adopting AI-assisted workflows to scale account coverage
• Strong verbal and written communication skills, including the ability to present to both small and large audiences
• Accountability, organization, and time management skills
• Project management skills
• Proactive and responsive attitude, with a track record of acting as customer champions
• Experience building, evaluating, and optimizing processes, including large-scale integrations
• A team-player with a proven track record of excelling in fast-moving environments and taking initiative

Qualifications

• Expertise in the Candidly platform and a strong commitment to the company's mission
• Ability to simplify complexity through storytelling and provide outstanding customer service
• Experience in employee and group benefits, including retirement, health, financial wellness, and student debt benefits
• Background in supporting employee and group benefits
• Experience working with CRMs and Customer Success platforms (such as ChurnZero)
• Management experience preferred