Customer Relationship Consultant

Description

UKG (Ultimate Kronos Group) is seeking a client-focused, highly collaborative and experienced individual to join our UKG Global Services Customer Success Organization. The Customer Relationship Consultant (CRC) serves as the primary point of contact for an assigned portfolio of customers. The primary driver for this role is achieving and sustaining adoption and utilization (measured through the verified achievement of value-based outcomes), mitigating renewal risk, and enabling expansion opportunities across their portfolio of accounts. The Customer Relationship Experience Team delivers a differentiated experience by serving as a trusted advisor to our customers by maximizing the value of our software, services and UKG network. As a CRC, you will do this by understanding customer goals and the outcomes prescribed to achieve these goals with the product(s) purchased, developing strong relationships with all user personas linked to the adoption of these products, and executing defined Customer Success proactive engagements. As a Customer Relationship Consultant, you will manage an assigned portfolio of accounts, and you will be accountable for the adoption and health of each account. You will also be responsible for case management oversight for your assigned accounts. You will be a critical player in driving long-term customer success and demonstrating the value of UKG’s products to our customers. Your role is not a technical one, however, the ability to discuss high-level technical concepts with non-technical stakeholders is critical. To be successful in this role, the Customer Relationship Consultant will interact and collaborate with multiple internal teams including Sales, Executive Relationship Management, Renewals, Escalation Management, Product Development, Solution Engineering, and other Global Services Teams including Professional Services, Payment Services, Integration Services and Customer Support.

Essential Duties:

• Accountable for the success of your portfolio accounts as measured by customer health score, customer surveys, and gross revenue retention.

• Responsible for the execution of proactive engagements for assigned accounts.

• Execute key enablement milestones in the Transition to Support process via the UKG Success/Hypercare Program; Provide guidance and oversee training plans to drive feature adoption. Identify training challenges and engage appropriate product experts.

• Lead the introduction to UKG Community including support and knowledge assets/content.

• Diagnose system utilization trends and create enablement recommendations to drive adoption and enable expertise.

• Assess customer account activity (case volume, open service requests) and areas of concern; adapt proactive outreach strategy and method of engagement aligned to each customer’s unique needs.

• Monitor Administrative team and key contact turnover within assigned accounts, ensuring prompt engagement and appropriate onboarding is completed.

• Collaborate closely across internal teams to resolve identified risks and escalated issues in a timely manner and properly communicate/set expectations with customers.

• Identify themes and trends related to customer needs and expectations; Advocate for clients by communicating with Product Development to drive product innovation and to accelerate product roadmap deliverables.

• Measure, report and analyze account health, proactive engagement progress, and account sentiment in order to optimize the customer journey continuously through innovative practices focused on driving adoption and retention

• Design, plan and lead customer account reviews (User/Admin Personas)

• Support the Executive Relationship Management Team (ERMs) in developing and executing action plans and business reviews (Executive Personas)

• Responsible and accountable for the timely creation and maintenance of your account(s) health score, notes, success plans, and calls to actions (CTAs) in Gainsight

• Identify and execute best-in-class customer success practices that will consistently deliver our differentiated Partners for Life customer service experience and scale across a growing team

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Qualifications

3+ years of customer-facing experience as a Customer Success Manager, Account Executive/Manager, or a similar role

3+ years managing complex enterprise & mid-market accounts, preferably in a B2B/SaaS organization.

Experience managing and advocating for 40+ client accounts

HCM background or understanding of End user HCM applications

Understanding of SaaS business models and their overall relationship to Customer Success

Excellent communication skills (English - both written and verbal) and strong business acumen are required to deliver customer account reviews. (Bilingual English/French is strongly preferred)

Strong relationship building skills; Ability to build trusted relationships across UKG internal teams and multiple customer contacts

Strong organizational and time-management skills; Ability to coordinate efforts across various functional teams and engage the appropriate resources to address escalated issues.

Strong discovery and listening skills; Demonstrated ability to ask effective discovery questions, understand the customer’s business goals/priorities and anticipate the customer’s needs.

Experience with Gainsight, Smartsheet, and Salesforce strongly preferred

Company Overview

Here at UKG, our purpose is people™. Our HR, payroll, and workforce management solutions help organizations unlock happier outcomes for all. And our U Krewers, who build those solutions and support our business, are talented, collaborative, and innovative problem-solvers. We strive to create a culture of belonging and an employee experience that empowers our people – both at work and at home. Our benefits show that we care about the whole you, from adoption and surrogacy assistance to tuition reimbursement and wellness programs. Our employee resource groups provide a welcoming place to land, learn, and connect with those who share your passions and interests. What are you waiting for? Learn more at www.ukg.com/careers  #WeAreUKG 

EEO Statement

Equal Opportunity Employer

Ultimate Kronos Group is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws. 

View The EEO Know Your Rights poster and its supplement. 

View the Pay Transparency Nondiscrimination Provision

UKG participates in E-Verify. View the E-Verify posters here.

Disability Accommodation

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email [email protected]