Client Success Associate, Sage

• This is a dynamic, fast-paced, and data-focused role ideal for someone who is both customer-oriented and comfortable working with metrics and analytics to improve client outcomes
• 2-4 years of experience in a customer-facing role (Customer Success, Account Management, or similar)
• Proven experience building and maintaining client relationships
• A customer-first mindset with a passion for helping others succeed through the use of technology
• Strong analytical and problem-solving skills, with the ability to analyze customer data and translate it into actionable insights
• Comfortable using data analytics and visualization tools (e.g., Google Analytics, Tableau, Excel, etc.) to track customer success metrics and create reports
• Excellent communication skills, both written and verbal, with the ability to engage and support clients effectively
• Familiarity with data-driven decision-making, customer success metrics, and tracking product usage
• Ability to collaborate across teams (Sales, Product, Marketing) and advocate for customer needs internally

Desirable

• As part of our Client Success team, you'll play a critical role in supporting and nurturing the adoption of Sage among our end user community
• You’ll use data to identify key trends, challenges, and opportunities, working closely with clients to foster a positive user experience and ensure our product helps them achieve their goals
• We’re seeking a Client Success Associate who is passionate about user engagement and data analysis. In this role, you will focus on driving the adoption of both the Sage Care App and our Analytics product
• Your responsibilities will include providing proactive support, monitoring user engagement, and using data-driven insights to help communities maximize the value of Sage
• You’ll work closely with community management to build relationships, encourage best practices, and enable action upon data-driven recommendations to support their operational efficiency
• Act as a primary point of contact for clients at the community level; regularly checking in with community leadership to ensure they are satisfied with the product and offer support or training as needed
• Surface identified Sage super-users/champions to the Community and Marketing teams for potential involvement in various campaigns, webinars, training sessions, etc
• Identify at-risk communities and work proactively to address potential issues that could lead to churn or disengagement
• Ensure communities achieve measurable ROI by leveraging Sage data to make operational decisions
• Surface opportunities for communities to increase care revenue, reduce liability, and improve operational efficiencies, and ensure action is taken on such recommendations
• Train community management on the Sage Analytics platform, ensuring adoption and understanding of how to leverage the data to support their overall operations
• Proactively reach out to communities based on usage data to provide assistance, share best practices, or resolve any challenges preventing full product adoption
• Drive user engagement and product adoption within client communities by building strong, trust-based relationships with users
• Monitor app usage patterns and identify areas where clients can improve their engagement with the platform
• Use data and client feedback to deliver personalized recommendations that increase adoption and ensure clients are realizing the full potential of the product
• Work closely with the broader Client Success team, Product, and Support teams to relay customer feedback, product challenges, and feature requests
• Share valuable insights and best practices with internal teams to enhance overall customer experience and improve the onboarding process