Client Success Manager, Cordial

$80-115k

+ Equity + Bonus

JIRA
Trello
Zoom
Mid and Senior level
Remote in US
Cordial

Cross-channel marketing and data management platform

Open for applications

Cordial

Cross-channel marketing and data management platform

201-500 employees

B2BMarketingCommunicationSaaSData Analysis

Open for applications

$80-115k

+ Equity + Bonus

JIRA
Trello
Zoom
Mid and Senior level
Remote in US

201-500 employees

B2BMarketingCommunicationSaaSData Analysis

Company mission

To help brands engage with their customers by leveraging its cross-platform marketing and data management platform to facilitate the sending of personalized and intelligent messages.

Role

Who you are

  • You are seasoned. You have a Bachelor’s degree and 4+ years working in a client management role (both commercial and enterprise) at a SaaS company, preferably with experience in CRM
  • You have a strong technical aptitude
  • You’re a relationship builder. You love working with and building long term relationships with all levels of a client’s organization
  • You are a Self-Starter. You are independent, organized, a problem solver, and passionate about detail
  • Communication is a breeze for you. You have excellent written and oral communications skills, especially in a business setting. You have a knack of communicating effectively with both technical and non-technical audiences
  • You navigate well in organizations. You can seamlessly work cross functionally, ideally with Product, Engineering and Sales. You’re a team player. You love to win negotiations. You have very smart and cordial negotiation skills
  • You have strong project management skills. You are capable of managing multiple projects and clients at the same time
  • You don’t mind a little chaos. You have a track record of delivering phenomenal results in a dynamic, autonomous start-up environment
  • Last but not least, you embody Cordial’s values

Desirable

  • Have experience in the enterprise marketing automation industry
  • Have used Tools such as: Trello, Harvest (Time Tracking), Client Success, JIRA, etc
  • Have experience working with email marketing and digital marketing technologies, including personalization and optimization technologies, and advanced marketing automation

What the job involves

  • The Client Success Manager (CSM) is responsible for ensuring the success of a portfolio of Cordial’s clients
  • The CSM is a true client partner, their primary point of contact at Cordial, and works diligently to advocate and align technology and expertise on behalf of the client
  • The CSM is the owner of the entire client relationship post-sale, but is included in pre-sales discovery conversations with prospective clients
  • Key focus areas include owning the client success plan, executive engagement, commercial relationship, and proactively managing competitive threats
  • Be client obsessed. You are characterized most by your relentless enthusiasm to immerse yourself in your clients world, learning how to change behaviors and processes that deliver meaningful business impact to your clients
  • You practice client management techniques that demonstrate you understand the difference between creating a happy client and a successful client, and manage their portfolio accordingly
  • Think “big picture.” You will learn, comprehend and internalize the client's definition of success with regards to Cordial and the client’s broader business
  • You will develop a comprehensive understanding of business challenges faced by clients and objectives to appropriately map Cordial features and business benefits to address client needs
  • Act as a Project Manager. You will create and deliver success plans for each client and ensure the broader Client Experience team (Technical Account Managers, Solutions Engineers and Deliverability team) stays on task to achieve agreed upon goals as stated in the plan
  • You will own the client cadence (planning/status/review meetings) and organization of the program
  • Have some technical chops. You will achieve a deep understanding of Cordial’s platform and its value proposition in addition to demonstrating the platform’s capabilities
  • Be a problem solver. The ability to problem solve both strategic campaign challenges related to client messaging programs and the technical solutions implemented for our clients is a must
  • Take the driver’s seat. You will drive timely renewals by owning the commercial relationship end to end, including forecasting, negotiation and execution of contracts
  • You will focus on the continual expansion of Cordial’s integration with the client to drive even greater levels of client success. In other words, you will drive exponential rates of renewal, expansion and advocacy in Cordial’s client base. Drive, drive, drive! Partner like a boss
  • You will partner with Cordial’s Channel Growth & Partnership team to align technology and service partners with clients
  • Wear your business hat. You will participate in business development and discovery meetings with prospective clients. Prospective clients will love you and ask where to sign
  • You will also partner with Cordial’s sales, marketing and product development team to align on client needs, use cases and success stories
  • Be required to travel to client sites for various business meetings approximately 10% of the time annually, but will vary based on the assigned client base

Application process

  • In the current environment, Cordial employees are working completely remote and our recruitment process will entail both phone and video Zoom interviews. And if hired, your onboarding will be done remotely

Our take

Connecting with customers via email, SMS, and messaging apps is a fantastic way for brands to boost engagement with their customers. Whilst this practice is prevalent, messages can often feel impersonal and spammy, despite data being available to personalize every connection.

Cordial provides a cross-channel marketing and data management platform for businesses, helping them aggregate and maximize customer data used to personalize communication across email, SMS, and mobile apps. The company achieves this by leveraging AI to transform data and provide predictive intelligence, which can be applied dynamically for marketing campaigns of any scale.

While competition in the marketing tool space is fierce, Cordial has secured substantial funding, positioning it for growth on a global scale. This funding infusion will be directed towards expanding its global presence, advancing product development, and bolstering the team, a testament to its commitment to redefining customer engagement through data-driven personalization.

Freddie headshot

Freddie

Company Specialist at Welcome to the Jungle

Insights

Few candidates hear
back within 2 weeks

21% employee growth in 12 months

Company

Funding (last 2 of 6 rounds)

Jul 2022

$50m

SERIES C

Mar 2021

$10m

LATE VC

Total funding: $83.1m

Company benefits

  • Full health coverage - We cover your costs at 100%, plus 80% of your family’s cost. Plus, our monthly wellness allowance can be used for whatever you need to feel your best
  • Competitive compensation - We know pay is a big deal. Base salaries are important, but so are company equity, bonuses, cell phone allowances, 401(k) program, and more
  • Flexible time off - Unlimited, and highly encouraged. More vacations = happier employees. Life happens, and we know the value of a flexible schedule
  • Remote friendly teams - Wherever you live, we have the tools you’ll need to WFH, or from anywhere! We’re based in Southern California, but many of our teams are fully remote
  • Paid parental leave - Starting a family is special. We’ll cover 100% of your salary so you can focus on those critical first months with your little one
  • Diversity, equity, and inclusion - We want everyone to have a seat at the table, and we want to hear your voice. Our teams actively participate in D&I initiatives and community partnerships

Company values

  • Communicate better than the rest
  • We're owners, and we act like it
  • Tenacious about our clients and the problems we solve for them
  • Be Cordial

Company HQ

Core-Columbia, San Diego, CA

Leadership

Jeremy Swift

(Co-Founder & CEO)

Vice President of Sales and Strategic Accounts for BlueHornet from 2011 to 2014.

Chris McGreal

(Co-Founder & Product Owner)

Senior UX and Product UI Designer for BlueHornet from 2007 to 2014. Experience as Founder of Bandfarm.

Adam Gillespie

(Co-Founder & CTO)

Experience as Principal Architect and Engineer for BlueHornet from 2004 to 2014. Founder of Bandfarm since 2003.

Diversity, Equity & Inclusion at Cordial

  • Diversity, equity, and inclusion - We want everyone to have a seat at the table, and we want to hear your voice. Our teams actively participate in D&I initiatives and community partnerships.

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