Client Success Manager, Crosslake Technologies
More information about location
Private equity tech due diligence advisor
Open for applications
Private equity tech due diligence advisor
201-500 employees
Open for applications
More information about location
201-500 employees
Company mission
To help investors and management teams create value by providing the most relevant technology expertise, data and tools.
Role
Who you are
- Minimum of 3 years of client operations experience or in a sales support role
- BA / BS in related field
- Familiarity with CRM systems (SalesForce and HubSpot preferred) with the ability to create reports and extract data as needed
- Proficiency in Microsoft office products such as Word, Excel, SharePoint, and PowerPoint
- Strong analytical, organizational, and time management skills with an eye for detail
- Solid data analysis and data cleansing skills
- Excellent teamwork, interpersonal, communication, and customer service skills
- Ability to manage multiple priorities and deadlines
What the job involves
- The Client Success Manager (CSM) will play a key role in ensuring the overall success of Crosslake’s client relationships
- Regularly interacting with senior leadership and key client contacts, the CSM will help drive processes critical to client acquisition, project execution, account management, and overarching client satisfaction
- The role requires impeccable attention to detail, a solutions-oriented attitude, and extraordinary communication skills with a client service mindset
- Data is of utmost importance, and the ideal candidate will feel a sense of ownership and responsibility for the company’s systems of record, including its CRM, to ensure we are best positioned to meet client needs day in and day out
- Maintain client data records to ensure high-quality, reliable information from business development pipeline through project closeout
- Administration of client account and project document processes (e.g., Master Service Agreements, Statements of Work, Non-reliance Letters, etc.) yielding consistent, timely execution
- Coordinating early-stage client engagement logistics both internally and externally – including setting up proposal reviews, scheduling meetings to refine scoping, verifying staffing readiness, and calendaring pre-kickoff meetings – enabling a successful project launch
- Reviewing opportunities in the business development pipeline to ensure they are set up for success upon closing (e.g., appropriate documentation underway, staffing needs understood, etc.)
- Provide general administrative support critical to client-facing leadership (generating reporting / analytics regarding projects and accounts, collaborating across internal teams to drive process execution, engaging in general internal and external correspondence / calendaring, etc.) to promote client relations success
- Other responsibilities as assigned by Management
Our take
Crosslake Technologies is a portfolio company that has been providing data-driven technology advisory services since 2010, founded by an original member of Microsoft’s Engineering Excellence Team. Originally based in Seattle, the consultancy service has since aided many private equity firms in making business-defining decisions through its rigorous data analysis.
Crosslake has since merged with a similar company - Corsis - based out of New York. This strategic partnership was followed by the acquisition of cybersecurity firm VantagePoint in 2022. These moves underscore Crosslake's clear long-term vision, indicating an ambitious plan set to unfold over the coming years.
Now with the addition of UK-based Intechnica, marking its fourth business acquisition in just three years, Crosslake is demonstrating an impressive trajectory of growth. The acquisition further solidifies Crosslake's position as a prominent player in the dynamic and rapidly evolving technology landscape. This strategic expansion is poised to enhance Crosslake's capabilities and product development, reinforcing its commitment to delivering top-notch analytical solutions to its clients.
Steph
Company Specialist at Welcome to the Jungle
Insights
-6% employee growth in 12 months
Company
Company HQ
Second Ward, Charlotte, NC
Leadership
Barr Blanton
(CEO)Formerly Managing Partner at McKinsey & Company and Corporate Planning at Emerson.
Share this job
View 3 more jobs at Crosslake Technologies