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The Customer Success Consultant sits at the center of the customer lifecycle — driving adoption, improving satisfaction, and proactively managing risk. This role owns churn, downgrades, and credit risk within the portfolio, ensuring Customer Success leads value protection while identifying expansion and recovery opportunities.
Job Responsibility:
Drive structured onboarding, training, and proactive engagement to accelerate adoption
Develop and execute success plans aligned to customer business outcomes
Own churn, downgrade, and credit risk within assigned portfolio
Identify early risk signals and implement clear mitigation and recovery actions
Partner with AMs to maintain accurate retention forecasting
Lead meaningful customer reviews focused on value, ROI, and strategic alignment
Coordinate cross-functional resources to resolve issues and remove barriers
Maintain accurate CRM documentation, health scores, and engagement tracking
Share product feedback and insights to improve processes and customer journey
Operate with disciplined cadence and strong documentation standards
Requirements:
Excellent relationship-building, communication, and facilitation skills
Strong problem-solving capability with ability to guide customers to outcomes
Highly organized and able to manage multiple accounts simultaneously
Confident delivering training and presenting to varied audiences
Proactive, curious, customer-first mindset with resilience under pressure
Strong documentation and operational discipline
Passion for technology, continuous learning, and alignment with Phocas values