Customer Portal Success Specialist
Catalina Marketing
San Jose, Provincia de San Jose
hace 11 días

This business development and customer success leader will be driving Catalina’s new Partner Portal product managing the sales funnel, attending meetings as the SME, assisting in the creation of sales materials and sell-

in, onboarding new clients, and building out the support model that will drive and continued deliver customer success.

This position will report to the Head of the Catalina Portal business unit.

The Catalina Portal will be the premiere application in the industry that will meet the need to converge real-time, granular shopper insights, with campaign execution, in-

flight status, measurement, and more (including MTA & Insights BoostR subscriptions), fueled by our shopper database containing 2 years+ of shopper history helping brands & retailers understand their opportunities to grow.


This role will be driving force for the Catalina Partner Portal customer success, a new product offering for how our clients (CPG brands and retailers) will engage Catalina.

This product is where the worlds best shopper database is leveraged for granular insights and driving / measuring clients marketing plans.

You will partner closely with the Director of Sales Development, our sales teams and clients to onboard and support the successful commercialization of the portal.

You will provide white glove client onboarding and support. As the Customer Success Specialist, you will serve as live support for the Portal.

This role requires strong communication skills and the ability to work closely with cross-functional teams.

  • This includes the Hub and MTA solutions. Principle duties include :
  • Client first line of support
  • Lead for portal set-up configurations
  • Consult with Director of Sales Development and Sales for optimal onboarding configurations
  • Creating Portal (the HUB) customer specific reporting (dashboards)
  • Check client dashboards on a regular cadence and provide actionable insights to sales and / or client
  • Leverage client usage reports to engage clients and sales with the Portal
  • Manage analytics request
  • Proactively suggest / provide client enhancements
  • Work collaboratively with Catalina’s cross-functional Product and Tech teams to develop custom solutions
  • Clear communication with Director of Sales Development and Sales team on roadblocks
  • Manage multiple clients onboarding at a given time
  • SME on the portal (Hub & MTA) and how it helps our clients identify and solve their shopper and campaign opportunities

  • Lean, Agile or Quality Certification desired but not required
  • Marketing background and understanding of marketing frameworks and tools
  • Demonstrated ability to self-motivate, multitask in a fast paced environment, work in teams and be flexible
  • Strong analytical, problem-solving skills; data analysis, brand management
  • Cross functional collaboration and influencing skills
  • Solid verbal, interpersonal and written communications skills
  • Working knowledge of Power Point, Excel, and Word; Experience using is helpful
  • Customer Focus (customer orientation; responsiveness; build partnerships internally; handle difficult situations)
  • Communication (listening skills; speaking and writing skills)
  • Results Orientation (display sense of urgency and persistence until goals are met; motivated by results; apply problem-
  • solving skills to overcome obstacles)

  • Innovation (create and foster change; creative problem-solving analytic and strategic thinking; decision-making)
  • Exceptional Personal Qualities (honesty, integrity; self-confidence; maturity, manageability; thoroughness; conviction; learning; realistic)
  • Drive for Success (entrepreneurial; display initiative; accountability / ownership)
  • Influence Skills (persuasive; assertive; effective communicator; straightforwardness / candor)
  • Execution, attention to details, highly collaborative


    Be a trusted partner Focus on the customer : Act like an owner : Be innovative : Strive for simplicity : Value personal and professional growth : The intent of this job description is to describe the major duties and responsibilities performed by incumbents of this job.

    Incumbents may be required to perform other job-related tasks other than those specifically included in this description.

    All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.

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