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Customer Success Specialist

Company: Apttus
Location: San Mateo
Posted on: June 6, 2021

Job Description:

About Conga/Apttus

Our new company was created on May 7, 2020 with the merger of Conga and Apttus. The combining of these two companies creates a leader in mission-critical business process solutions, allowing both small and large companies to modernize their business processes.

Together, the new Conga is poised to provide the most complete offering in the market to digitally transform the foundational elements of business -- documents like quotes, contracts, and the processes that surround them -- to achieve commercial excellence.

For more information on the new Conga, please visit our newsroom at:

Our shared values: The Conga Way

A successful candidate will embody the essence of a Conganeer through demonstration of critical behaviors of The Conga Way:

  • Embracing an Entrepreneurial Spirit
  • Achieving Together
  • Championing the Customers

The Conga Way is a core element of the Culture and Talent focus at Conga. This philosophy shapes the personality of our organization, defines how we show up every day, and provides clarity about how we work together.

Position Description

Conga, the leading provider of cloud-based solutions to automate data, documents, contracts and reporting has an opportunity for a Customer Success Specialist to drive adoption and value across Conga's portfolio of enterprise customers. The Customer Success Specialist will bring Conga's best ideas, innovations, and capabilities and match these to the customers' business goals, driving greater business value and executive alignment between Conga and the customer. In this role, you will be responsible for driving customer adoption and success by providing governance advice, usage/adoption recommendations, risk identification and mitigation. The end result is increased customer satisfaction, retention and expansion of the Conga footprint. Key to this role is being able to articulate business value, coach customers to fully utilize the Conga solution and maximize the return on their investment. This is a great opportunity for an outcome-driven early career stage SaaS to develop world class customer success skills and forge a long term career within a true market leading organisation.

Job Responsibilities

  • Develop trusted advisor relationships with customer executive sponsors and key stakeholders, to ensure Conga activities are closely aligned with the customer's success strategy, allowing the full potential of their Conga solution to be realised.
  • Promote maximum value from their investment in Conga, identify new opportunities, and collaborate with sales teams to ensure growth attainment and increased footprint.
  • Coach customers to ensure they are leveraging all available Conga resources e.g. Help & Training, User Groups, webinars, etc.
  • Develop a comprehensive understanding of typical business challenges faced by customers and common objectives to appropriately map Conga features and associated business benefits to address their needs.
  • Play a fundamental part in coaching customers to establish and manage their Change Management/Governance/Centre of Excellence programs.
  • Identify risks to the customer achieving their stated success criteria and work with both internal and customer teams to build a risk mitigation plan.
  • Serve as a customer advocate in driving industry best practices and the evolution of Conga products and services, which are integral to the customer's success.
  • Act as the customer's advocate within Conga: coordinate with other Conga teams including, management, sales, support, professional services, marketing, and product management and development, in order to meet account performance objectives and customers' expectations.
  • Possess a comprehensive understanding of Conga solutions in order to serve as a product subject matter expert (SME) to identify and influence cross-sell/upsell opportunities.
  • Meets assigned targets and strategic objectives.
  • Maintain accurate information of all customer interactions and customer intelligence data using or any other application used by Conga.

Knowledge, Skills, and Experience:

  • BA/BS degree or equivalent experience
  • 1-2 years' experience in a customer or technical support role
  • Experience with cloud based/SaaS solution offerings, preferably with contract lifecycle management, or Conga
  • Ability to build strong rapport, establish trust and credibility through a consultative approach with diverse stakeholders from Executive level down
  • Ability to drive cross functional business and technical teams to achieve customer's desired outcomes
  • Excellent communication, presentation, time management and project management skills
  • Competent in Microsoft Outlook, Word, Excel, PowerPoint, and
  • Ability to maintain high level of productivity, manage multiple competing priorities, and work effectively under the pressure of time constraints in a fast-paced, complex, collaborative, and team-oriented environment
  • Must be a highly motivated, self-starter, who performs well working independently, but is also a team player
  • Proven record of meeting customer retention goals

Conga is proud to be an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants regardless of race, color, religion, gender, gender identity, age, national origin, disability, parental or pregnancy status, marriage and civil partnership, sexual orientation, veteran status, or any other characteristic protected by law. Reasonable accommodations will be made to meet the requirements of the Americans with Disabilities Act and will be provided as requested by candidates taking part in all aspects of the selection process.

All your information will be kept confidential according to EEO guidelines.

Keywords: Apttus, San Mateo , Customer Success Specialist, Other , San Mateo, California

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