Manage and expand strategic client relationships, driving revenue growth and long-term partnerships
Develop strategies to elevate client satisfaction, engagement, retention, and account growth
Develop and execute strategic plans across all logos and locations within portfolio
Provide proactive, exceptional client service and collaborate with cross-functional teams
Lead complex client programs using project management platforms (Asana, Jira, Monday.com, Notion)
Translate strategic plans into actionable initiatives and drive continuous improvement
Use analytics and data visualization tools (Tableau, Looker, Power BI) to measure success and inform decisions
Monitor KPIs and optimize profitability using CRM and implementation tools (Salesforce, HubSpot, Zoho)
Identify expansion and upselling opportunities to meet revenue targets
Report directly to the VP of Client Experience; role based in San Francisco with up to 15% travel
Role goals: retain 95% of revenue month over month; grow existing business 20% YoY; maintain 90% positive client Company Logo score
Requirements
7+ years in a Client Success role
2+ years in a Project Management / Consulting role or with equivalent PM experience
4+ years experience effectively working cross-functionally
Food & Beverage industry experience preferred, but not required
Strong analytical skills with an ability to trend data and provide data backed insights and recommendations
Proven track record of leading strategic initiatives that accelerate company or organizational goals
Bachelor’s degree in Business, Operations, or related field (preferred but not required)
Ability to work within Google Suite, Project management platforms (Notion, Asana, Jira, Monday.com, etc), Customer Relationship Management platforms (HubSpot, Zoho, Salesforce, etc), Microsoft Suite (Excel & Word)
Experience with Data visualization tools (Tableau, Looker, Power BI)
Experience using CRM & implementation tools to monitor KPIs (Salesforce, HubSpot, etc)
Excellent communication, active listening, empathy, and cultural sensitivity
Conflict management and stakeholder influence skills