Portfolio Success Manager

About Us

Location-Hyderabad

Level - Support Role

Department - Customer

Working Pattern - Work from Office

Benefits - Benefits at Ideagen

Salary - To be discussed at next stage

We are seeking a customer-focused and data-driven Portfolio Success Manager to join our growing team. In this role, you will manage a portfolio of customer accounts, helping clients maximize the value of our solutions and achieve their business objectives.

As a trusted advisor, you will build strong customer relationships through digital and virtual engagement, drive product adoption, identify growth opportunities, and collaborate with cross-functional teams to deliver exceptional customer experiences.

Responsibilities

- Develop and execute customer success plans aligned with customers' business goals.

- Drive product adoption and support customers in achieving desired outcomes.

- Engage regularly with customers through digital and virtual interactions.

- Monitor account health, customer satisfaction, product usage, and renewal risks.

- Proactively identify and resolve customer challenges while uncovering growth opportunities.

- Partner with Product, Sales, and Support teams to advocate for customer needs and enhance the customer experience.

- Collaborate with Sales on renewals, cross-sell, and upsell opportunities.

- Share industry insights and best practices to help customers succeed.

- Maintain accurate customer data and activity records within CRM platforms

Skills and Experience

- 5+ years of experience in Customer Success, Account Management, or a related customer-facing role.

- Proven experience managing and growing a portfolio of customer accounts.

- Strong communication and relationship-building skills, with experience conducting virtual customer engagements.

- Analytical mindset with the ability to interpret customer data and generate actionable insights.

- Experience working with CRM and customer success platforms in a SaaS environment.

- Excellent problem-solving, organizational, and stakeholder management skills.

- Experience with platforms such as Gainsight, Salesforce, Pendo, Intercom, or Mixpanel.

- Understanding of customer segmentation strategies and lifecycle marketing.

- Experience creating or improving self-service resources, knowledge bases, or customer education programs.

About Ideagen

Ideagen is the invisible force behind many things we rely on every day - from keeping airplanes soaring in the sky, to ensuring the food on our tables is safe, to helping doctors and nurses care for the sick. So, when you think of Ideagen, think of it as the silent teammate that's always working behind the scenes to help those people who make our lives safer and better.

Everyday millions of people are kept safe using Ideagen software. We have offices all over the world including America, Australia, Malaysia and India with people doing lots of different and exciting jobs.

We’re building a future-ready team, and AI is part of how we work smarter. If you're curious, adaptable and open to using AI to improve how you work, you’ll thrive at Ideagen!

What is next?

If your application meets the requirements for this role, our Talent Acquisition team will be in touch to guide you through the next steps.

To ensure a flexible and inclusive process, please let us know if you require any reasonable adjustments by contacting us at [email protected]. All matters will be treated with strict confidence.

At Ideagen, we value the importance of work-life balance and welcome candidates seeking flexible or part-time working arrangements. If this is something you are interested in, please let us know during the application process.

Enhance your career and make the world a safer place!

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