Customer Success Manager

Overview

About Certara

Certara is a growing company that provides a dynamic and exciting place to work. Our purpose is to assist in accelerating the development of meaningful medicines that make an impact on our society and the people that need them most. Innovation and creativity are highly valued, and everyone is given the opportunity for training and continuous development. Our portfolio spans the discovery, preclinical, clinical and post‑marketing phases of drug development, working with 1,200 commercial companies, 250 academic institutions, and numerous regulatory agencies.

As our Customer Success Manager, you will align our goals with those of our clients, maximizing the value we transfer to each other. You will ensure that we understand our clients' problems and needs, and that they understand and benefit from our software solutions. You will be in the center of a hexagon, moving information among internal and external expert stakeholders: P21 Business Leaders, Product Managers, and Clinical Data Consultants; and also client‑side department heads, IT administrators, and end users.

Your challenge is to optimize the tradeoffs between each stakeholder's respective goals: help P21 renew and expand contracts, communicate product features and user feedback, and meter out limited consulting resources; and also help clients get their preferred fixes and features on our roadmap, navigate the bureaucracy of version upgrades, and train many thousands of people to use our software well.

As the hub of vendor‑client intelligence, you will be relied on to guarantee feature adoption and client business success‑which should result in customer satisfaction, retention, and revenue growth, as well as direction for our product development efforts. Note: As the market leader, we have almost all the major clients that exist, and the pressure is real. You'll be doing about four different jobs.

Location Preference: While this role is open to remote candidates within the United States, we strongly prefer candidates located in the Western or Central regions of the U. S. to better support client coverage and collaboration across time zones.

Responsibilities

Account Manager:

Escort clients along their journey with us.

• Serve as point of contact starting after initial sale and onboarding clients from their first install (implementation) to expanded use and later version upgrades (adoption).
• Build professional client relationships, facilitating online meetings and offline emails and tickets; follow or create scripts for standard steps in the client journey.
• Move clients through the admin steps surrounding installs and upgrades in tandem with our Implementation Managers and Technical Operations Teams; provide ongoing support for all clients, and extra care for those who are new and/or at‑risk. Note: Some of this extra care involves working beyond or outside of normal hours for clients who have emergencies, operate overseas, or require off‑hours system maintenance.

Product Evangelist:

Educate clients on our features and their intended use.

• Study our documentation and experiment in our testing environments to learn our selling points, the differences between versions, and the steps for using each feature.
• Route clients through our knowledge libraries to circulate our marketing, training, and informational content, generating excitement and preempting FAQs.
• Represent our Product Managers and Clinical Data Consultants in training users in our intended use cases and supporting their adoption of our advanced features.
• Lure clients onto the latest version of our software by negotiating for their IT resources and articulating our value propositions. Note: One challenge of your role will be to help clients time their upgrades amidst uncertain or delayed release schedules.

Customer Advocate & Communicator:

Move key info between clients and our teams.

• Research each client extensively, writing your findings in our CRM system and triaging which questions we should ask next; facilitate interviews with existing clients biweekly for premium accounts and annually for small pilot accounts.
• Document all discussions with pre‑call agenda, post‑call notes/minutes, and service desk tickets to track bug reports, feature ideas, or information requests; triage the resulting action steps based on client account size, urgency, and scalability of the solution.
• Escalate or deescalate issues wisely to direct the right staff to the right problem; kindly "remind" your peers to follow through with responses, either in the form of future code changes, temporary workarounds, or the production of more informational content. Note: Another challenge of your role will be to hear clients' problems and be able to communicate effectively with other P21 teams who are non‑client facing to resolve client needs within timelines specified.
• Find answers independently by troubleshooting bugs, shadowing our experts, and teaching yourself about our products; remain humble and know when to defer to an expert-most of the time at first.

Business Analyst:

Ask good questions and listen to clients' pain points.

• Drive client satisfaction by tracking both stories and stats that show account health.
• Gather qualitative intel from direct observation of client environments and anecdotal evidence from routine interviews, e. g. , pain points, nuances in their use cases, feedback on features, and opportunities for more training. Note: We often go off script for our largest clients in helping them resolve emergencies, so it will be a challenge to promote long‑term health while dealing with the short‑term "crisis of the week. "
• Gather quantitative intel from analysis of client click paths and usage metrics to identify patterns of (mis)use, interpreting these insights in light of their stories.
• Identify gaps and overlaps between clients' existing processes and our intended use cases to advise their scope and sequence in adopting our solutions.
• Out of Sco.