Job
Description
Role & responsibilities As a Lead - Customer Success Management, you will play a crucial role in supporting Checkmate's clients in maximizing their digital performance and ensuring their overall success with all Checkmate products. This is a dynamic role where you'll contribute to both strategic services for our First-Party Ordering products (Loyalty & Marketing, Kiosks, Catering, Web/App Ordering, and the Design Editor) and general customer success management across the entire Checkmate suite. Youll work directly with enterprise restaurant brands, primarily in the US, providing hands-on support and helping them leverage Checkmate's solutions effectively. Essential Job Functions: Agency Services & Strategy Support: Oversee the implementation of service offerings for Loyalty & Marketing, Web/App Ordering, Kiosk, Catering, and other Checkmate products.. Assist in using customer data across channels to inform campaign effectiveness and digital revenue growth. Help prepare materials that support ongoing success for enterprise clients. Customer Success Management Act as a key support contact for a portfolio of enterprise clients, assisting them with the adoption and optimization of all Checkmate products. Provide clients with product demonstrations, training, and best practices to help them maximize product usage. Be able to provide hands-on support and training for key marketing tools, including email, segmentation, customer journeys, and promotional events. Assist in presenting data-driven insights and building client trust. Proactively identify and escalate client challenges, contributing to high levels of satisfaction and retention across all Checkmate product usage. Identify opportunities to enhance client engagement and encourage the adoption of additional products or services. Reporting and Documentation: Maintain accurate and up-to-date records of client interactions, feedback, and status updates in the CRM system. Prepare and present basic reports on client activity and satisfaction levels. Monitor client satisfaction levels and escalate concerns to senior team members when necessary. Adaptability & Process Contribution: Proactively adapt to evolving company needs and strategic shifts. Contribute to building internal documentation and support resources. Preferred candidate profile 3 - 5 years of experience in client support, customer service, or marketing coordination ideally within B2B SaaS, loyalty/CRM platforms, or consumer-facing industries like food tech, travel, or retail. Bachelor's degree from a recognized University or a related field (or equivalent experience). Excellent communication, interpersonal, and analytical skills with the ability to engage effectively with clients and internal teams. Superior organizational and time management skills, with a capacity to handle multiple high-priority projects simultaneously. Familiarity with tools like Asana, Trello, MS Project, or similar for managing projects and tracking progress. Familiarity with CRM platforms (e.g., Hubspot) and customer success tools. Ability to adapt to changing environments and manage multiple priorities in a fast-paced setting. The candidate must be flexible to work in the US shift hours is essential for this role. Candidate must have their own system for remote work.
