Salary
💰 $77,500 - $95,000 per year
About the role
- Own and manage a portfolio of customers, understanding their business goals, challenges, and opportunities to drive engagement and success
- Develop and execute strategic account plans to maximize adoption, retention, and expansion
- Leverage human and digital touchpoints to guide customers throughout their lifecycle and manage $3-5M in revenue
- Employ data-driven insights, customer health indicators, and automation tools (e.g., Gainsight, Salesforce) to deliver personalized, proactive engagement
- Act as a strategic consultant, providing best practices and tailored solutions
- Lead customer training, business reviews, and enablement sessions via email, calls, and meetings
- Proactively identify risks and opportunities and coordinate with Sales, Product, Marketing, and Support
- Advocate for customers internally to influence product development and innovation
- Foster long-term relationships to ensure high satisfaction, advocacy, and loyalty
- Report to the Director of Customer Success and collaborate cross-functionally to deliver customer outcomes
Requirements
- 2+ years of Customer Success or Account Management experience in B2B SaaS
- 2+ years working with enterprise software, preferably in Financial Services or Home Services
- Experience managing $3-5M in customer revenue
- Strong project management skills, with experience prioritizing competing initiatives
- Ability to consult and communicate effectively with all levels of an organization
- Passion for AI-driven technology and how it transforms customer engagement
- Background in digital marketing, advertising technology, or performance marketing
- Familiarity with Adobe Analytics, Google Ads, Sitecore, HubSpot, FullStory, or similar tools
- Experience using Salesforce, Gainsight, and other SaaS platforms