Related skills
salesforce📋 Description
- Manage a portfolio of 30+ commercial and enterprise accounts.
- Serve as primary contact, build relationships and understand objectives.
- Drive product adoption and ensure customers leverage Forma.
- Conduct regular business reviews with insights and metrics.
- Own account administration: CRM up-to-date, contracting, invoicing.
- Gather feedback to identify trends and drive product improvements.
🎯 Requirements
- 2-5 years of experience in customer success, account management, or related role.
- Strong interpersonal and communication skills to build trust.
- Excellent problem-solving and proactive customer care.
- Collaborate with cross-functional teams, including support and ops.
- Highly organized with time management for multiple accounts.
- Familiarity with Salesforce or other CS tools is a plus.
🎁 Benefits
- Remote-first working environment
- Medical, dental and vision insurance
- Employee wellness program
- Home Productivity program
- Team building program
- 401(k) savings plan
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