Customer Success Manager

PDI Technologies, Inc. resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with their customers.

The Opportunity:

The Sales Organization is searching for an organized and customer-oriented individual. As the account owner at PDI, the Customer Success Manager is responsible for the PDI customer journey of assigned customers. From customer on-boarding, contract renewals, customer satisfaction and ultimately revenue expansion, the Customer Success Manager will build long-lasting, mutually beneficial relationships with their contacts, always striving to find the solutions which best fit the specific needs of the customer and PDI.

The Customer Success Manger will serve as the customer advocate by aligning the broader PDI organization to serve the customer’s needs. The person in this role must be proactive and passionate about the clients they serve and be able to understand and direct both business and technical solution product choices – thus aligning the customer, PDI leadership and various cross-functional teams in service to the customer.

• Superb relationship skills, with the ability to work within all levels of an organization
• Be comfortable in an ever-changing environment
• Self-direction of day to day activities – collaborating with team members to share best practices and experiences
• Broad knowledge of all PDI products and services
• Exceptional listening skills with the ability to ascertain unspoken needs
• Critical thinking and problem-solving skills
• Salesforce experience a plus but not required
• Highly organized and strong written and verbal communication skills
• Ability to travel required
• 3-5 years Industry operational experience, account management, or customer success required

• Interact on a regular basis with assigned customers to answer questions, address concerns, and understand their unique business challenges
• Partner closely with assigned field sales executive to enable customer needs and identify process improvements and / or areas for growth
• Drive product usage and customer retention, with a focus on early identification of risks (project and renewal) and improvement of overall account health
• Track projects
• Partner with internal departments to deliver greater value to assigned customers
• Identify industry trends and analyze data to learn more about customer Coordinate solution development across multiple departments
• Resolve customer and internal escalations in a timely manner
• Track on-going operational metrics
• Maintain an updated knowledge of company software and services
• Build a trusted advisor relationship with assigned customers

• Comprehensive benefits package including health, dental, and vision coverage effective immediately
• Fully flexible remote work environment
• Matching Group Retirement Savings Plan
• PTO effective immediately
• Quarterly self-investment allowance for personal and professional development, health and wellness, entertainment, travel, charitable giving, tech, travel, etc.
• Strong culture that values authenticity, trust, curiosity, and diversity of thought

Our Commitment to Diversity, Inclusion & Belonging

At PDI Technologies, diversity is embraced. We are committed to cultivating an environment that is safe, welcoming, and inclusive for all individuals. PDI Technologies is an Equal Opportunity Employer. We agree not to discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.