Customer Success Lead

hace 1 mes


Barcelona, Barcelona, España Docplanner A tiempo completo

Role Overview: As a Customer Success Lead at Docplanner, you will play a pivotal role in driving data-driven initiatives to reduce preventable churn and identify opportunities for upselling and cross-selling based on customer needs and potential demands. You will utilize your expertise in data analysis and synthesis to develop and implement strategies aimed at enhancing customer experiences and maximizing revenue from existing customers.

Key Responsibilities:
  • Lead and manage a team of 25+ employees, including 3 Team Leads reporting to you, ensuring high performance and morale.
  • Act as Project Manager leading local initiatives by coordinating with internal and external stakeholders, including operations, product teams, clinic managers, and other third parties.
  • Collaborate with the Head of CS to enhance team engagement and performance through effective management and motivational strategies.
  • Execute and monitor the global CS Enterprise strategy locally in Spain, setting SMART objectives, and ensuring all monthly targets are achieved.
  • Conduct thorough data analysis to understand customer behavior, identify churn risks, and uncover opportunities for MRR expansion.
  • Develop and implement strategies for upselling and cross-selling across all Docplanner products to maximize revenue from existing customers.
  • Create and maintain comprehensive reports and dashboards using Google Sheets to track key metrics and performance indicators.
  • Serve as an escalation point for critical or urgent customer issues, ensuring prompt and effective resolution.
  • Engage with Senior Management and various stakeholders to provide insights and recommendations based on data analysis.
  • Support the quarterly budgeting and forecasting process, focusing on headcount, Customer Success revenue, and churn management.

Qualifications:

  • Minimum of 3 years of experience in Customer Success; experience in Business Intelligence or related fields is a clear plus.
  • Proven experience in data analysis, focusing on metrics related to Customer Churn and MRR Expansion.
  • Exceptional proficiency in Google Sheets, including advanced formulas, graphs, pivot tables, and data visualization.
  • Experience with CRM systems, indicators, and dashboard creation.
  • Proven experience in working with SaaS products and services.
  • Advanced English proficiency is required (C2 level).
  • University degree is desirable.


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