The role of a Mid Market CSM is to work with a portfolio of customers to drive adoption, increase satisfaction, add revenue, mitigate risk, and identify customer needs in order to increase loyalty and retain business on a one-to-many scale. This position will also include coaching, mentoring and supporting the team in teaching best practices.
This position will be hybrid (remote/in office)
Reports to: Director of Enterprise Customer Success
Book of “Priority” Accounts
Able to collaboratively address and tailor solutions to the customer’s needs.
Establish oneself as a trusted advisor integral to the customer’s success.
Welcome both new and existing customers to Customer Success and set proper expectations for success
Conducts a comprehensive review of industry trends and the customers latest developments.
Offering insights and guidance tailored specifically to the customers competitive environment
Set up and perform regular Introduction calls, Account Reviews, and Business Reviews, making recommendations to Weave’s products & Services
Collaboratively work across departments to find solutions for customers
Provides unique, actionable insights that the customer hasn’t considered before becoming more of an “advisor” than “vendor”
Ability to understand not just the product, but market landscape, competition and how the product fits into broader industry trends.
Work in conjunction with the upsell team to drive more revenue per customer
Ability to use metrics and data to support their positions and quantify value, thereby making negotiations more objective
Ability to create complex reports and dashboards that provide actionable insights, beyond just tracking KPI’s.
Impact retention by helping customers see the value in what they are paying for, and help turn them into champions
Maintain consistent updates in Salesforce and Zendesk to provide an accurate overview of customers' current state.
Has a deep understanding of industry trends, challenges, and opportunities, often providing value by informing customers of ways to innovate and stay ahead of the curve.
Work with our support team to identify deficiencies in the process and current customer support needs
Constantly looking for new ways to improve customer success processes, customer experience, and internal operations.
Participate in special projects as needed and directed by your team lead
Demonstrate Weave's core values
Contribute to a positive work environment and team culture
Ability to demonstrate ethical behavior and decision making at all times
Ability to work in a fast-paced environment while maintaining a friendly and professional demeanor
Ability to build relationships with a wide variety of both customers and internal stakeholders
Ability to function as a consultant for the customer and balance that with the needs of the business
Excellent written and verbal communication skills
Ability to handle multiple projects at once and prioritize each respectively
Proactive problem solving skills
A positive attitude with a willingness to contribute where needed
Bachelor’s degree preferred
Extensive experience in customer-facing roles
Previous Customer Success experience
Experience in Salesforce, Zendesk and Google Suite and Planhat (not necessary, but nice to have)
At Weave, we use Artificial Intelligence (AI) tools to help us work more efficiently and create a smoother candidate experience. AI may assist with things like writing job descriptions, scheduling interviews, or reviewing applications against job-related criteria. For additional information, please review the External AI Policy Statement available on our Careers page.
Weave is an equal opportunity employer that is committed to fostering an inclusive workplace where all individuals are valued and supported. We welcome anyone who is hungry to learn, problem-solve and progress regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.
All official correspondence will occur through Weave branded email. We will never ask you to share bank account information, cash a check from us, or purchase software or equipment as part of your interview or hiring process.
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As the pace of innovation continues, it is growing more difficult to see the value of technology. Often meaningful information is inaccessible at the time it would be most beneficial. Weave threads together data, software and communication platforms to build stronger relationships at the point of contact by making valuable information instantly available in simple and intuitive formats. This delivers improved productivity, better collaboration and greater insights making it easier to meet the needs of patients and to build better business and clinical outcomes.
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