Customer Success Manager

• **What You’ll Do**
• Business Systems Ownership
• - Serve as the primary administrator for Salesforce, managing users, permissions, workflows, and dashboards.
• - Monitor and improve data hygiene across Salesforce and other core business systems.
• - Support system enhancements and potential future CRM transitions (e.g., Salesforce → HubSpot).
• - Manage approval requests for any new systems or subscriptions, ensuring decisions balance cost-effectiveness with clear business need.**
• Revenue & Finance Support
• - Partner with Finance to provide accurate system data for forecasting, commission tracking, payment terms, and revenue recognition.
• - Maintain standardized reporting on key SaaS metrics (ARR, churn, retention, LTV, CAC).**
• Analytics & Reporting
• - Work closely with the Analytics & BI team to ensure Salesforce data feeds properly into BI and company-wide reporting.
• - Build dashboards and reports that deliver actionable insights to Sales, Customer Success, Marketing, Product, and Finance.
• - Identify opportunities to streamline reporting processes and system workflows.
• - Contribute to broader data operations initiatives beyond CRM, including ETL workflows, data validation, and integrations that improve the accuracy and accessibility of company-wide reporting.**
• Cross-Functional Collaboration
• - Act as a bridge between business stakeholders and technical systems.
• - Partner with leaders across Sales, Finance, Customer Success, Product, and Marketing to understand reporting needs and deliver solutions.

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