Principal Customer Success Manager, Kantata
Cloud based project management software
Job no longer available
Cloud based project management software
501-1000 employees
Job no longer available
501-1000 employees
Company mission
To enable organizations of any size to successfully manage and scale their people, projects, revenue, and profitability.
Role
Who you are
- We are looking for a strong, customer service-oriented individual with experience in professional services or fee-for-service businesses
- You have experience in account management, training, and customer support experience
- You exercise sound judgment in business decisions and negotiations while demonstrating effective and professional customer service
- You have exceptional organization and time management skills that couple well with your written and communication skills
- You can do light technical solutions, engaging in consultative dialogue with clients
- You desire to do meaningful work alongside bright, engaged people within a collaborative team environment
- You are flexible and adaptable to change in a fast-paced, start-up company environment
What the job involves
- As a Senior Customer Success Manager at Kantata, you’ll report to our Director of Customer Success and be responsible for creating a positive client journey across a portfolio of Kantata clients in our US and International business units
- By developing long-term relationships with each client, you’ll directly influence an increase in adoption and drive advocacy
- Our client success team works with clients to demonstrate a deep functional understanding of our product features and benefits and advocates for how these will provide value to their business
- Enhancing and improving the client lifecycle, driving our key Success Pillars of Adoption and Relationships, and ensuring ongoing value is delivered throughout the clients’ relationship with Kantata
- Build a strong rapport with customers and manage their relationships with Kantata through the entire client journey, from initial kickoff through contract renewal
- Be the customers’ go-to person! Provide international and US-based customers with a superior level of service through multiple support channels
- Understand the client’s business needs and objectives, and ensure alignment to the Kantata solution
- Research and resolve customer inquiries in a timely manner
- Conduct onboarding and introductory training sessions
- Establish and maintain a strong network of relationships with key client contacts, sales team members, and internal departments
Salary benchmarks
Otta's take
Theo Margolius
COO of Otta
Kantata is a business management software aimed at the professional services industry. This SaaS platform has been designed to meet the needs of a modern workforce, providing services such as employee time tracking, project management, and resource allocation.
The company's purpose-built technology includes a suite of features, such as a resource optimizer that helps managers allocate the right people to the right project for the correct amount of time. It also includes a private social network for users to share information with peers in the industry. Kantata already has several profitable tie-ups with essential business software such as Salesforce, helping it outpace rivals.
As more organizations in professional services invest in resource management solutions, the industry is awash with companies all competing for this business. These include industry heavyweights Basecamp, Zoho Projects, and ClickUp. Born from the merger of Mavenlink and Kimble Applications, Kantata is set to see accelerated growth as it focuses on further development of its comprehensive platform.
Insights
Company
Funding (last 2 of 5 rounds)
Apr 2019
$48m
SERIES E
Nov 2016
$39m
SERIES D
Total funding: $111.5m
Company benefits
- Group Health Insurance with Coverage Options for Medical, Dental, and Vision
- Life Insurance
- Voluntary Insurance Options Such As Auto, Home, Legal, and Pet Insurance
- Paid Parental Leave
- Voluntary Commuter Benefit Options
- 401K + Company Match to Save For Your Future
- Flexible Work Options - Remote or Hybrid
- 15 days of Paid Time Off, Plus Two Additional Days With Each Year of Employment
- Sick/Wellness Time Off
- 9 Paid Holidays + Floating Holiday
- Volunteer Time Off
- Top Performers Employee Recognition Program
- Philanthropic, Social, and Wellness Events Through KantataLife
- Reimbursement for Wellness Applications (including Kindle, Headspace, Peloton)
- Monthly Remote Stipend
- Employee Assistance Program
Company values
- Put People First - We elevate people in everything we do. Caring about our clients, colleagues and communities is the heart of our culture. We are one team—having fun, growing and making a difference together for our industry and the world
- Create Remarkable Client Experiences - Solving real business problems, building meaningful relationships and partnering with clients every step of the way to stand apart and amplify our clients’ success
- Lead The Way - Innovation and continuous improvement are our passions. We push limits, take risks and explore big ideas. We make bold decisions and embrace learning to remain accountable and unlock transformative opportunities
- Embrace Authenticity - We appreciate the uniqueness and contribution of every individual. We listen closely, ask questions, assume positive intent and engage with open minds to create a workplace where people can thrive
Company HQ
East Irvine, Irvine, CA
Founders
Roger Neel
(Senior Business Advisor)Former Technical Advisor at The Bold Italic and Director Strategic Partner Solutions at InQuira. BA in Economics and Computer Science from Cornell.
Ray Grainger
(Executive Chairman)Former EVP Global Services and Strategic Partnerships at InQuira and Global Managing Partner at Accenture. BSc in Engineering at Harvey Mudd College.
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