Job Description
Job Summary
- Provide best in class support through the evaluation of customer loyalty and oversight of regional customers. Typically manages smaller sized accounts within a limited scope and receives support from management.
Responsibilities
Customer Onboarding
- Utilizes routine onboarding templates and checklists and uses judgment within a limited scope to make modifications to the standard during onboarding based on customers needs and project scope
Uses the 3 Phase Methodology for onboarding:
- Phase 1 - Pre-Onboarding: May not conduct pre-onboarding, depending on location, the size of customer and the scope
- Phase 2 - Kick-off Onboarding: Sets up, facilitates and conducts kick-off meetings for customers
- Phase 3 - Continuous Follow-up: Within a limited scope, follows up with customers
All Phases:
- Communicates effectively, able to translate internal processes to be able to set customer expectations within a limited scope
- Able to communicate with customers what other teams at Equinix do and how customers should utilize them
General:
- Collects routine information about the customer, so that the experience is personalized
- Knows and can articulate basic Equinix process, policies and escalation paths
- Post onboarding, follows up on routine actions and tasks
- Able to utilize routine inquiry (questioning) skills with the customer in order to better understand their business
Adoption and Customer Success Management
- Develop, maintain and track progress of a Customer Success Plan within a limited scope
- Review product and process adoption by understanding customer usage patterns
- Able to articulate an understanding of Equinix's products (current and future) to educate customers on key concepts
- Collects customer feedback, providing it to relevant teams to improve the Customer Experience
- Reviews feedback trends across customers, and able to articulate behavioral differences
- May proactively review product utilization and solicit potential solutions
- May attend presale internal discussions to understand account potential
General:
- Acts as a customer advocate
- Ensures smooth and clear handoff to/from internal teams
- Aware of customer health for their key Customers
- Accumulate and utilizes methods of best practices
- Participates in cross functional teams for select customer projects within a limited scope
Issue and Escalation Management
- Assess issue/escalation to validate, prioritize and progress accordingly with support from management
- Manage, document and raise visibility of critical escalations as appropriate with support from management
- Engages key stakeholders as needed to ensure adherence to standard operating procedures, policies/rules/restrictions and when resolving issues and communicating externally with support from management
- Identify process improvement opportunity or plan
- Participates in and/or collects issues post mortem/root cause analysis, to communicate resolution and any improvement plans when required with support from management
General
- Main point of contact for the customer providing honest and empathetic support, for CSM managed escalations. Escalates to GEM and functional teams as agreed
- Works to proactively engage internal colleagues in order to provide ongoing, timely updates and resolutions to the customer with support from management
- Provides globally consistent communication
Account Management & Retention
- Involved in managing accounts in conjunction with sales and management, including support of order fulfilment and other contractual obligations within a limited scope
- Flags limited churn risks as they become known and proactively engages with sales and management to raise awareness of potential churn
- Manages delivery of regular Operational Survey Review for selected accounts, within a limited scope
- Supports resolution of follow-up actions from CBRs and project manages follow-up actions from OBRs
General:
- Drives high customer satisfaction
- Able to support simple customer projects independently
Qualifications
- Proven years experience preferred
- Bachelor's degree preferred