Client Success Manager, Datasite
Blueflame AI
$71.3-118.3k
+ Discretionary Bonus
SaaS provider for the M&A industry
Posted today
SaaS provider for the M&A industry
1001+ employees
Posted today
$71.3-118.3k
+ Discretionary Bonus
1001+ employees
Company mission
To empower the dealmaking community to work smarter and faster.
Role
Who you are
- Experience in account management or otherwise having served as a trusted point of contact for clients and collaboration with various internal teams
- Experience in conducting consultative business reviews to ensure clients meet goals and discovering upsell opportunities
- Experience in developing long-term client relationships through superior service and personalized care
- Experience in analyzing customer performance metrics to deliver strategic recommendations and process improvements
- Confident speaking to and working with clients in real-time
- A bachelor’s degree, preferably in Sociology, Business, or Communications
What the job involves
- At Blueflame AI, you will be part of a dynamic team that is at the forefront of AI technology in the investment management and dealmaking industry
- You will have the opportunity to work with cutting-edge products and make a significant impact on our clients' success
- Join us to be part of a company that values innovation, client satisfaction, and continuous improvement
- The Client Success Manager position at Blueflame AI plays a critical role in supporting customer use of the Blueflame AI platform
- This position requires interacting with our customers and close collaboration with other members of our Client Success team to help onboard new customers and foster a superior customer experience
- The ideal candidate will be organized, energetic, and comfortable working in a fast-paced startup environment
- Develop Customer Relationships: Build and maintain strong relationships with customers, acting as a point of contact for any technical questions or concerns regarding the platform
- Performance Monitoring and Reporting: Monitor client usage and performance metrics to ensure they are achieving their desired outcomes. Provide regular reports and insights to clients, highlighting successes and areas for improvement, and recommending strategies to enhance their experience
- Proactive Client Engagement: Regularly engage with clients to assess their satisfaction, gather feedback, and identify opportunities for improvement. Proactively address any issues or concerns, ensuring a high level of client satisfaction and retention
- Collaborate with Internal Teams: Work closely with other members of the Client Success team and, as needed, the Engineering team to ensure that the platform meets technical requirements and issued are addressed seamlessly by customers
- Provide Training and Support: Provide training sessions and support to cu stomers as needed
- Stay Updated with Trends: Keep abreast of the latest trends and technologies in client success using generative AI software platforms
Our take
As M&A deals continue to increase in both size and frequency, key stakeholders have been actively seeking tools to streamline their work. Datasite emerges as a solution. Having transitioned from its original focus on communications, the company now offers a suite of SaaS products tailored for M&A professionals, serving approximately 75% of the leading legal firms in the field.
Benefiting from its extensive experience in the industry, Datasite has successfully transformed into a more contemporary business entity. It has recently introduced highly acclaimed AI-powered technology to assist in deal preparation, asset marketing, and facilitating buy-side acquisitions.
With significant global expansion and strategic acquisitions, Datasite remains committed to enhancing its platform capabilities. Notably, in March 2023, it unveiled Datasite Cloud, specifically designed to streamline every aspect of the dealmaking process within a unified platform.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Company benefits
- Culture and benefits built around work-life balance
- Extensive resources to support physical and mental health
- Employee assistance program
- Generous retirement plans
- Incentives for referring new colleagues
- Learning, training and mentoring programs
- Cross-functional projects
- Stretch assignments to help you progress
- Receive feedback and earn bonuses from peers & managers
- Employee bonding activities
- ESG and charitable team initiatives
Company HQ
Downtown West, Minneapolis, MN
Leadership
Rusty Wiley
(President & CEO, not founder)Before joining Datasite, Rusty held various executive roles at IBM Corporation, most recently, as General Manager, Banking & Financial Markets. Upon joining Datasite in 2014, Rusty led the successful transformation from a communications and print-related business into a global M&A SaaS technology company.
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