Who We Are 

Are you passionate about marketing, technology and helping businesses connect with the right people at the right time? As The Marketing Cloud for Microsoft Dynamics™, ClickDimensions exists to make revenue technology simple, affordable and accessible so every company can drive growth through better customer engagement. 

We believe that growth creates opportunity for the individuals, companies and communities we serve. 
 

Customer Success Team 

At ClickDimensions, Customer Success sits at the heart of how we help customers grow with confidence — the connective tissue between our customers, our product, and the rest of the business. We believe healthy customers are growing customers, and getting there means understanding what success looks like for each customer, building trusted relationships across their organization, and partnering closely across Sales, Onboarding, Product, Support, and the Renewals team to advocate for what customers need. 
 

What We Are Looking For 

We're looking for someone with a couple of years of customer-facing experience who's ready to challenge themselves and keen to keep learning. You're still early in your Customer Success journey, comfortable operating in a fast-moving environment, and curious about using AI and automation to work smarter and deliver value faster.
 

The opportunity for career growth, genuine personal impact and being a master of your own professional destiny awaits the right candidate. If you're hungry for a role and organization that allows you to bring your whole self to work, rewards initiative and has a bias for action – we may be for you. 
 

If you enjoy solving problems, telling meaningful stories with data, and turning satisfied customers into advocates, this role offers a strong foundation in Customer Success. 
 

Your Day to Day 

• Responsible for helping define the content and processes for Customer Success now and through future growth 

• Work cross-functionally with Sales, Onboarding, Product, Support, and the Renewals team to ensure a seamless, consistent customer experience 

• Partner with an Onboarding Specialist to ensure a smooth handoff of the client through the initial setup of ClickDimensions 

• Serve as the marketing automation and best practices consultant for new customers by guiding them through ClickDimensions Success Planning, understanding their goals and aligning ClickDimensions with those goals 

• Define and agree upon success criteria with the customer, and map the customer's journey toward them 

• Proactively monitor client accounts based on their defined success plans, tracking product adoption, feature usage, and health score trends, and provide guidance/advice based on marketing best practices as needed 

• Deliver training, enablement, and support escalation coordination to drive adoption and reduce time-to-value 

• Prepare and conduct regular success checkpoints, and lead the product/adoption portion of QBRs (quarterly business reviews) with key client contacts to ensure adoption of and success with ClickDimensions, provide recommendations for improvement, and realign on customer goals 

• Actively manage a book of customers efficiently, remaining organized and prioritizing customer escalations appropriately 

• Identify at-risk accounts from a product/usage standpoint and own resolution of that risk; flag commercial risk to the Renewals/Account Management team promptly 

• Partner with the Renewals team throughout the customer lifecycle — sharing health and adoption insight ahead of renewal, surfacing cross-sell opportunities (without owning deal-closing), and participating in joint account planning 

• Serve as a strategic advisor to ClickDimensions clients on product usage and marketing outcomes 

• Serve as the voice of the customer internally — sharing insights that help shape Product priorities and long-term roadmap — and identify advocacy and reference opportunities 

• Use existing systems, data, and emerging technologies — including AI — to spot trends, anomalies, and opportunities to enhance customer value 
   

What You Bring to ClickDimensions 

• 2–4 years of customer-facing experience in customer success, onboarding, account coordination, customer support, or a related client-facing role 

• Clear understanding of, or strong aptitude for learning, marketing and sales processes and best practices 

• Ability to own and manage a book of customer accounts and relationships with growing autonomy 

• Comfortable presenting and running online customer meetings across levels of an organization 

• Strong self-directed work ethic and a genuine eagerness to learn and take on new challenges 

• Able to interpret and use data (adoption, usage, health scoring) to shape recommendations 

• Excellent written and verbal communication skills 

• Ability to build trusted relationships, including cross-functionally with commercial/renewal partners 

• Curiosity about new ways of working, including using AI and automation to work more efficiently and deliver value faster 

• Familiarity with tools such as a CRM (e.g., Salesforce), health-scoring or customer success platforms, and reporting tools (e.g., Power BI/Tableau) a plus 

• Bachelor's Degree in a relevant field of study strongly preferred 

• Marketing automation experience or client-side marketing experience a plus