Salary
💰 $80,000 - $90,000 per year
About the role
- Lead onboarding and successful implementation for new accounts
- Monitor account health and proactively address areas of concern or churn risk
- Develop tailored success plans to help customers reach their goals and maximize value
- Serve as a trusted advisor to customer stakeholders and executive sponsors
- Facilitate regular strategic business reviews and adoption check-ins
- Promote platform adoption, license utilization, and identify upsell opportunities
- Act as the voice of the customer internally—sharing feedback with product and engineering
- Support renewal conversations in collaboration with the Renewals Manager and AEs
- Maintain up-to-date records of customer activity using Salesforce or other CRM tools
- Work cross-functionally with sales, product, engineering, and support teams to ensure customer success
Requirements
- 2+ years of experience in a Customer Success role at a SaaS company
- Strong communication and relationship-building skills
- Demonstrated ability to manage multiple customers and drive outcomes
- Experience with CRM systems (e.g., Salesforce)
- Comfortable presenting, leading webinars, and hosting strategic reviews
- Ability to travel periodically as needed
- Legally authorized to work in the country of this job's location (application asks)
- Do you require visa sponsorship now or in the future? (application asks)
- Bonus: Background in product management, consulting, data analysis, or financial analysis
- Bonus: Familiarity with digital workflow, automation, or form-based platforms