Full-Time

Scale Customer Success Manager

Posted on 8/7/2024

Coefficient

Coefficient

51-200 employees

Connects spreadsheets to live data sources

Data & Analytics
Enterprise Software

Compensation Overview

$85k - $125kAnnually

Mid, Senior

San Mateo, CA, USA + 1 more

More locations: Remote in Canada

Hybrid role for Bay Area candidates requiring three days in-office.

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Sales
Excel/Numbers/Sheets

You match the following Coefficient's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 3+ years of experience in a customer success (or similar) role
  • Intermediate-level knowledge of Google Sheets and/or Excel
  • Solid track record of delivering exceptional customer experiences
  • Strong presentation and communication skills, particularly when engaging with executives and leaders
  • Demonstrated ability to identify customer pain points and map product features to a solution
  • Strong written and verbal communication skills
  • Collaboration skills to contribute to a synergistic work environment
Responsibilities
  • Deliver an exceptional customer experience
  • Develop and nurture strong customer relationships to understand their business goals and needs
  • Implement and run user training and enablement sessions with a 'train the trainer' model to enable scale as needed
  • Create and implement customer success plans that outline goals, potential challenges, KPIs, and timelines
  • Codify best practices, guides, and playbooks based on interactions with customers
  • Gather and relay customer feedback to internal stakeholders and identify themes across customers to incorporate into product planning
  • Collaborate closely with the Sales team to ensure seamless handoff between pre-and post-sale
  • Anticipate at-risk renewals or user churn and collaborate with the relevant internal teams to devise corrective action plans
  • Foster customer advocacy and facilitate customer testimonials and case studies
Desired Qualifications
  • Bachelor’s degree (Business, Communications, IT, Finance or Psychology preferred)
  • Experience with HubSpot, Notion, Slack, and Zendesk

Coefficient.io connects spreadsheets with various data sources to help businesses manage their data more effectively. Its main product is a software-as-a-service (SaaS) platform that allows users to pull live data directly into Google Sheets with just one click. This eliminates the need for manual data entry and updates, making data analysis and reporting faster and more accurate. Coefficient.io stands out from competitors by automating data synchronization and offering pre-built dashboards, which saves time for users. The company's goal is to streamline data management processes for businesses of all sizes, ensuring they can gain insights quickly and efficiently.

Company Size

51-200

Company Stage

Series A

Total Funding

$24M

Headquarters

Palo Alto, California

Founded

2020

Simplify Jobs

Simplify's Take

What believers are saying

  • Coefficient raised $18M Series A to enhance data and automation tools for spreadsheets.
  • The rise of no-code platforms aligns with Coefficient's no-code solution strategy.
  • Increasing demand for real-time data analytics supports Coefficient's focus on real-time connectivity.

What critics are saying

  • Increased competition from Google Sheets' People Chips may reduce demand for Coefficient's tools.
  • Reliance on Google Sheets poses a risk if Google implements similar integration features.
  • Rapid scaling post-$18M funding may lead to operational challenges affecting service quality.

What makes Coefficient unique

  • Coefficient turns spreadsheets into a business operating system with real-time data connectivity.
  • The platform connects Google Sheets to any source system with a single click.
  • Coefficient offers pre-built dashboards, automating data synchronization for accurate data analysis.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Parental Leave

401(k) Retirement Plan

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

4%

1 year growth

6%

2 year growth

10%
Business Wire
Nov 10th, 2022
Coefficient Raises $18M Series A To Bring The Power Of Data And Automation To Spreadsheet Users, Announces New Product Plans

Coefficient co-founders Navneet Loiwal and Tommy Tsai saw an opportunity to create data and reporting-automation tools intended for the business user that make existing spreadsheets smarter by providing connectivity to live and automated data from the systems they use every day. (Photo: Business Wire). Coefficient co-founders Navneet Loiwal and Tommy Tsai saw an opportunity to create data and reporting-automation tools intended for the business user that make existing spreadsheets smarter by providing connectivity to live and automated data from the systems they use every day. (Photo: Business Wire)

Finsmes
Oct 26th, 2021
Coefficient Raises $6.7M in Seed Funding

Coefficient, a Mountain View, Calif.-based no-code solution enabling business teams to work with real-time data directly from spreadsheets, raised $6.7M in seed funding. The round was led by Foundation Capital with participation from S28 Capital and many angel investors, including Eric Yuan, CEO of Zoom, and Kedar Doshi, EVP, Salesforce Einstein Analytics. The company intends to use the funds […]

Tribune Online
Nov 13th, 2023
Coefficient partners with foremost real estate firm for 70 New Housing Units in Ikeja

Coefficient has partnered with Evermark Homes to bring 70 cutting-edge housing units to Ikeja.

TechCrunch
Nov 10th, 2022
Coefficient Wants To Bring Live Data Into Your Existing Spreadsheets

With the explosive adoption of software-as-a-service (SaaS) apps, the average company now has more than 100 SaaS apps to manage — leading to data being siloed across countless different systems. That makes analysis challenging. To wit, according to Forrester, between 60% and 73% of all data within an enterprise goes unused for analytics. Ideally, analysts need something that connects disparate enterprise systems, like business intelligence and analytics tools. But these tools are often complex and unintuitive, leading employees to spend hours each day searching and gathering information. In search of an answer, Navneet Loiwal teamed up with Tommy Tsai, with whom he’d previously founded an e-commerce app, to build Coefficient, an app that brings live data into Google Sheets and other existing spreadsheet platforms

Coefficient
Feb 11th, 2024
Google Sheets People Chips: Enhancing Collaboration with Smart Mentions

Google Sheets introduces People Chips, a game-changer for collaboration.

VentureBeat
Oct 26th, 2021
Coefficient raises $6.7M to supercharge spreadsheets with data smarts

Coefficient is using $6.7 million in seed funding to take simple, spreadsheet-supercharging business analytics to the next level.Read More

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