Fast Facts

The Customer Success Manager (SMB) position is aimed at enhancing customer relationships and maximizing lifetime value through exceptional service and product adoption in Clearwater, Florida.

Responsibilities: The role entails managing onboarding, customer growth, identifying upsell opportunities, conducting business reviews, and ensuring product adoption and satisfaction.

Skills: Ideal candidates should have experience in IT security, familiarity with CRM systems (e.g., Salesforce), and possess excellent communication and customer service skills.

Qualifications: Preferred qualifications include a degree or equivalent experience, prior Customer Success Manager experience, and strong teamwork and negotiation abilities.

Location: Clearwater, Florida, with a hybrid work setup available for candidates in the greater Tampa Bay area.

Compensation: Not provided by employer. Typical compensation ranges for this position are between $55,000 - $100,000.

Clearwater positions open to candidates located in greater Tampa Bay area.

The Customer Success Manager (SMB) is responsible for building effective relationships with customers and for maximizing the customer lifetime value within the assigned portfolio. This will be accomplished by delivering a great customer experience and maximizing the use of our products, as well as delivering outcomes, results and value that exceed customer expectations. Customer Success Manager is responsible for assisting new customers in onboarding, customer growth and expansion by identifying upsell opportunities, adoption by promoting frequent use and additional features of products and the renewal process.

Responsibilities:

• Forge relationships with new customers, including management and executive stakeholders, and understand their objectives
• From a consultative approach, develop a strategy and plan for achieving customer objectives
• Leverage KnowBe4 assessments
• Manage the steps of the onboarding process with the customer including but not limited to account configuration, product and best practice training, initial end-user phishing and training campaigns, and other change management activities
• Coordinate with technical support for technically complex questions 
• Monitor customer usage, adoption, and customer health metrics
• Continually work with customers, including management and executive stakeholders, per prescribed engagement model to support ongoing successful adoption of KnowBe4’s products and to drive additional value throughout the lifetime of the subscription term
• Perform periodic business reviews with customers to confirm satisfaction, resolve technical issues, and continually drive successful product adoption
• Conduct periodic strategic engagement reviews with management and executive stakeholders to ensure alignment on customer objectives, industry trends, benchmarking, value delivered, opportunities for additional value, KnowBe4 product updates and overall level of satisfaction 
• Drive cross-functional initiatives that will improve the overall customer experience and lead to greater satisfaction and loyalty among customers.
• Leverage new and existing tools, processes and best practices to ensure customers are realizing the greatest possible value from KnowBe4
• Coordinate and assist your Renewal Specialist with customer renewals within your portfolio.
• Coordinate with Account Managers on the Cross-Sell team to ensure add-on/upgrade scenarios are followed up on, as well as referrals for new KnowBe4 products.
• Meet and exceed bookings targets and quotas
• Maintain impeccable administration of your accounts in the Company’s CRM

 Minimum Qualifications:

• Associate’s degree or equivalent work experience and education preferred 
• Familiarity with standard concepts, practices and procedures within the IT Security Field
• Experience with Salesforce or other CRM
• Experience with Microsoft Excel and Word
• Experience with Gmail and Google Docs
• Experience with web Browsers (Chrome, Internet Explorer, etc.)
• IT experience/exposure is a plus
• Prior experience as a Customer Success Manager preferred
• Excellent verbal and written communications
• Superior Customer Service skills
• Excellent time management and organization skills
• Ability to build a rapport through phone calls, email and video conferencing
• Strong collaborative and teamwork skills
• Strong negotiation skills
• Must be able to work with minimal supervision