Proven Optics Customer Success Manager Role

Proven Optics is a SaaS based software company that focuses on one thing: Financial Management. Proven Optics helps clients in both IT and Finance organizations implement financial management toolsets on SaaS platforms that leverage 20+ years of practitioner experience and 100+ Commercial and Federal implementations. Our solutions enable financial management modernization to provide IT and Finance leaders with the necessary analytics and insights to make better business decisions.

Position Overview

Customer Success is vital to our long-term profitability. We will not be successful unless our customers are receiving massive value from our service and continue to purchase on a recurring basis. As such, we need a relationship manager who will be responsible for driving success for our customers. This role includes responsibilities for Customer Success activities (on-boarding, support, services, adoption, advocacy, retention, etc.) and outcomes (e.g., renewals, up-sell, etc.).

Job Description

As the Customer Success Manager, you will –

· Function as the customer advocate and provide internal feedback on how we can better serve our enterprise customers

· Manage all post-sales activity for customers through strong relationship-building, product knowledge, planning, and execution

· Maintain a deep understanding of the product and speak with customers about the most relevant features and functionalities for their specific business needs

· Ensure that a plan is in place with each customer for deployment, change management, and adoption programs

· Increase customer retention by conducting regular check-in calls for tactical items and performing strategic business reviews for alignment of objectives and outcomes

· Track accounts to identify churn risk and work actively to eliminate that risk

· Partner with Sales and Professional Services to develop a plan for making our product a part of each customer’s core architecture

· Simultaneously manage multiple customers who are at different points on the account lifecycle

· Identify opportunities to develop new training materials designed to ensure successful customer onboarding, support business-wide adoption, and deepen product proficiency

· Engage in internal product discussions, translating customer usage and feedback into actionable insights and feature ideas


· 4+ years experience in leading customer-facing organizations

· Ability to manage influence through persuasion, negotiation, and consensus building

· Ideally combined background of post-sale and sales experience

· A track record of delivering value to complex enterprise customers with large employee bases

· Strong empathy for customers AND passion for revenue and growth

· Deep understanding of value drivers in recurring revenue business models

· Analytical and process-oriented mindset

· Demonstrated desire for continuous learning and improvement

· Enthusiastic and creative leader with the ability to inspire others

· Excellent communication and presentation skills

· Relevant Bachelor’s degree; preference for computer science or related degrees

Interested in joining our team? For more information or if you are interested in applying for this role, please email