Customer Success Manager, Loopio
Enterprise
RFP software provider
Job no longer available
RFP software provider
201-500 employees
Job no longer available
201-500 employees
Company mission
To empower clients to shine in every response.
Role
Who you are
- At least 3 years of Account Management, Customer Success or similar experience
- Experience in a SaaS company is a plus
- Impeccable written and oral communication skills; you’re talking to our customers, after all!
- Superb relationship building skills, with a proven ability to cultivate deep and meaningful relationships with your teams and clients
- Curiosity and a continuous desire to learn and stay updated with industry trends and best practices
- Comfortable with change and ability to adapt to evolving business needs and market dynamics
- Extremely analytical; you leverage data in all of your decision making
- Highly organized; your calendar reminders have calendar reminders
- Results oriented; you always have your next goal in mind, and a plan to get there
- Experience writing sales proposals or responding to RFPs is a huge plus
What the job involves
- In this role, you will manage your own accounts, and collaborate with the wider Customer Success team on initiatives to drive forward our CS Team
- Build meaningful relationships with Loopio's Enterprise customers through engaging emails, phone calls, and in-person meetings
- Partner with the dedicated Customer Enablement Manager to ensure a seamless transition from onboarding to our nurture phase
- Partner with customers to develop meaningful and strategic plans that support their long term business goals
- Own the end to end customer journey including customers annual renewal process
- Develop creative strategies to increase customer engagement, drive growth, reduce churn, and produce Loopio advocates
- Manage key metrics that feed into team based goals around retention, growth, and advocacy
- Build engaging “success plays”, email templates, and meeting frameworks to help streamline Customer Success activities
- Execute Loopio training sessions through online demonstrations
- Measure and action on engagement data through our Customer Health Score framework
- Work with the Product Teams to champion customer insights and stories
- Share Customer Success stories through case studies, blog posts, and internal communication
- Consistent and active discovery to uncover opportunities, collaborating with Sales to grow accounts
- Support customers through change management, providing thought leadership on their response processes
- Work with the Support & Services Team to ensure alignment and provide a cohesive Loopio experience
Our take
Loopio provides RFP response software to companies in a variety of industries including healthcare, financial services and telecommunications. Its platform streamlines responses to proposal requests, requests for information and due diligence questionnaires, helping firms to improve sales efficiency and unlock growth opportunities.
The company boasts an impressive client list including DocuSign, PayPal and American Express. Loopio expects its client base to continue growing, bolstered by a 2023 independent study that shows that clients of the company can experience a three-year return on investment alongside almost $6 million in business benefits.
Loopio has used funding to accelerate product development and customer acquisition, as well as expand its team. It has also partnered with Door, a digital due diligence platform for asset management and research teams. This partnership exemplifies a mature caution in Loopio's expansion aims, helping them to keep in control of their growing business.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
9% employee growth in 12 months
Company
Funding (2 rounds)
Apr 2021
$200m
GROWTH EQUITY VC
Feb 2018
$8.7m
SERIES A
Total funding: $208.7m
Company benefits
- Robust Health Benefits
- Extended Parental Leave
- Employee Stock Options
- Professional Mastery Budget
- Remote Work Subsidies
- Annual Company Retreat
- Generous Paid Time Off Program
- Team Socials
Company HQ
Downtown Yonge East, Toronto, ON
Leadership
Zak Hemraj
(Co-Founder & CEO)Prior to co-founding Loopio, Zak spent 8 years at Achievers, joining as a Software Developer before moving into the role of Sales Engineer an then Manager and Team Lead of Software Development.
Matt York
(Co-Founder & CTO)Matt previously worked as a VP of Engineering at Top Hat and as a Software Developer & Manager at Achievers.
Salary benchmarks
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