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As a Customer Success Manager, you will help customers achieve measurable business outcomes and maximize the value of their Medius investment. You will play a critical role in driving customer satisfaction, adoption, and engagement across low- to medium-tier accounts, while laying the groundwork for cross-sell and upsell opportunities. This role combines direct customer engagement with scalable one-to-many and Tech Touch initiatives, while also acting as the voice of the customer internally to help shape product and process improvements.
Job Responsibility:
Conduct Customer Business Reviews with low- and medium-tier accounts, translating customer data and process insights into clear business outcomes
Present new product functionality, roadmap updates, and high-level performance KPIs to customers
Proactively identify opportunities for additional modules or services and support the Account Management team in conversion and expansion efforts
Monitor customer health, identify at-risk accounts, and collaborate cross-functionally to develop and execute mitigation plans
Create and deliver self-service and TechTouch content, including FAQs, tutorials, webinars, and best-practice tips
Drive customer engagement through one-to-many communication and digital enablement strategies
Act as the voice of the customer internally, sharing insights to improve products, services, and customer success processes
Requirements:
1–3 years of experience in a customer-facing role such as Customer Success, Consulting, or a similar function
Experience working with accounts payable and/or spend management processes
Bachelor’s degree in Computer Science, Business Administration, or an equivalent field
Strong communication skills with the ability to understand customer needs and build trusted relationships
Solid understanding of business processes with a commercial mindset
Proven ability to identify customer pain points and uncover growth opportunities
Excellent analytical and problem-solving skills with a data-driven approach
Proactive, driven, and customer-focused
Experience with tools such as Salesforce, JIRA, Freshdesk, Power BI, and Microsoft Office is preferred