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About the role
Key responsibilities & impact- Understand and track customer strategy and challenges; align Espresa’s Platform with their internal narrative and desired outcomes to maximize insights and value.
- Build and maintain strong relationships with key stakeholders and administrators to drive satisfaction, loyalty, and long-term success.
- Partner with the Implementation team during onboarding to ensure a smooth customer handoff, and independently lead customer-facing projects post-launch as needed to drive adoption and milestone achievement.
- Define success criteria and provide tailored recommendations to drive platform adoption, engagement, and ROI.
- Collaborate with Account Managers on account strategy to build cross-functional relationships, identify upsell opportunities, and support contract renewals.
- Deliver training sessions and create resources to empower customer teams to maximize platform adoption and value; serve as a product advocate by surfacing customer feedback and use cases to internal teams to inform product direction.
- Develop deep platform expertise to tailor solutions to customer needs, resolve inquiries effectively, and proactively identify product gaps or enhancement opportunities that impact customer outcomes.
- Administer various aspects of the platform on behalf of customers throughout the customer journey, as necessary.
Requirements
What you’ll need- 5+ years in Customer Success, Account Management, or similar roles within a SaaS or technology environment, ideally supporting HR customers or benefits programs.
- Proven ability to drive customer adoption, achieve measurable outcomes, and build strong relationships with medium to large organizations.
- Exceptional communication, project management, and interpersonal skills, with experience monitoring KPIs, analyzing customer sentiment, and providing actionable insights.
- Proactive in identifying and resolving challenges, with a strategic perspective on operational efficiency and customer success.
- Quick to learn and deeply understand complex software platforms, with the ability to guide customers through configuration, troubleshooting, and best practices; a genuine interest in how product decisions affect customer experience is a plus.
- Comfortable steering conversations on common internet and software practices such as HTTPS, APIs, FTP, CSV file handling, and two-factor authentication (2FA).
- Demonstrated ability to lead customer-facing projects independently, managing timelines, stakeholders, and deliverables to achieve defined outcomes.
- Proficient in Microsoft Excel, including advanced functions such as pivot tables and VLOOKUP to generate and analyze customer reports and insights.
- Bachelor’s degree preferred or equivalent work experience.
- Located in the Eastern or Central time zone preferred.
Benefits
Comp & perks- Competitive compensation and benefits.
- Opportunities for career growth and professional development.
- A collaborative and innovative work environment.
- comprehensive benefits package that is competitive with Silicon Valley/Bay Area employers, including health, retirement, a Lifestyle Spending Account, generous PTO, and more.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer successaccount managementproject managementKPI monitoringcustomer sentiment analysissoftware configurationtroubleshootingdata analysisadvanced Excel functionstwo-factor authentication
Soft Skills
communicationinterpersonal skillsrelationship buildingproactive problem solvingstrategic thinkingtraining deliverycustomer advocacycollaborationadaptabilityleadership
