LeanData

Customer Success Manager

• Develop and execute strategic success plans for a portfolio of mid-market customers, aligning LeanData usage with their specific business goals and revenue operations strategy.
• Serve as a trusted advisor and subject matter expert, proactively consulting with clients on best practices to maximize the value of LeanData's solutions.
• Build and maintain strong, executive-level relationships with customer stakeholders across Revenue Operations, Sales, and Marketing teams, acting as the primary point of contact.
• Manage the entire post-sale customer lifecycle, from successful onboarding and implementation handover to driving adoption and retention.
• Proactively monitor customer health metrics, usage data, and consumption patterns to identify and mitigate potential churn risks and surface opportunities for expansion.
• Lead quarterly or regular business reviews (QBRs/EBRs) with key customer stakeholders, showcasing the value achieved and defining the next steps for continued success.
• Clearly and distinctly explain complex technological and business concepts to diverse audiences, guiding them on LeanData best practices.
• Partner closely with Sales (Account Managers), Professional Services, and Support teams to ensure a seamless and unified customer experience and a smooth transition across lifecycle stages.
• Capture customer feedback and advocate internally for product or process improvements, serving as the voice of the customer.
• Identify risks to customer success early and collaborate with internal account teams on mitigation strategies.
• Achieve and exceed quarterly targets for customer retention, renewal rates, and Customer Satisfaction/Net Promoter Score (CSAT/NPS).

Mid Market Customer Success Manager

• Be a partner to enterprise customers, delivering measurable business outcomes and a strong user experience from LeanData solutions.
• Lead customer projects from initial implementation through post-launch adoption to achieve measurable business results.
• Develop and execute customer success plans that align with the client’s strategic goals and LeanData solutions.
• Monitor customer usage, health indicators, and renewal timelines to ensure long-term success and proactive intervention.
• Coordinate with internal resources, partners, and client stakeholders to ensure smooth and successful project delivery and value realization.
• Build and maintain strong, strategic relationships with executive sponsors and operational stakeholders across the client organization.
• Serve as a trusted advisor to end-users and decision-makers, providing strategic guidance to maximize value from LeanData and improve their overall revenue process.
• Represent the voice of the customer internally, providing detailed feedback to Product, Engineering, and Marketing teams to influence product roadmap and process improvements.
• Work in close partnership with Sales and Account Management teams to drive account growth and renewal.
• Identify and drive opportunities for upsell and cross-sell in partnership with account teams, acting as a crucial growth lever.
• Identify risks to customer success and retention, proactively building and executing mitigation strategies.
• Escalate critical issues when necessary, partnering cross-functionally to ensure timely and effective resolution.
• Drive continuous high Net Retention Rate (NRR) within your assigned portfolio of enterprise accounts.

Enterprise Customer Success Manager

Project Manager

• Lead the implementation of mid-market to large enterprise client projects, managing multiple concurrent engagements of varying scope and duration.
• Translate Statements of Work (SOWs) into detailed project plans, schedules, and deliverables.
• Drive consistent delivery against technical scope, ensuring alignment with Business Requirements Documents (BRDs).
• Track project progress, including percentage complete, Cost Variance (CV), Schedule Variance (SV), dependencies, and deliverable status.
• Manage project scope and raise change requests when deviations occur.
• Establish a collaboration framework with each client to guide engagement delivery, solution design, deployment, and adoption.
• Manage stakeholders of varying seniority, including executive-level participants.
• Lead regular project status calls, provide clear communication internally and externally, and ensure expectations are consistently set.
• Create and execute communication strategies to keep all stakeholders informed.
• Identify potential project risks early and create contingency plans.
• Log project issues, track resolution status, and communicate outcomes with stakeholders.
• Proactively mitigate blockers to keep projects on schedule and within budget.
• Build strong client relationships and ensure a positive experience across the implementation lifecycle.
• Identify opportunities to maximize value for the client and collaborate with internal teams on follow-up actions.
• Serve as a trusted partner, guiding enterprise organizations toward successful adoption and operational readiness.

Professional Services Project Manager

Consultant

• LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.
• Lead client engagements: Drive enterprise onboarding and manage projects to ensure high satisfaction and achievement of customer success targets.
• Sales support: Collaborate with sales teams on scoping and build out Statements of Work.
• Analyze business processes: Build detailed requirements, process flows, and project plans using LeanData’s implementation methodology.
• Expert solutioning: Advise clients on maximizing LeanData’s platform, integrating with Salesforce and other GTM tools to streamline operations.
• Risk and escalation management: Proactively resolve project risks and client escalations, collaborating across product, engineering, and internal teams.
• Drive best practices: Develop Professional Services processes and mentor junior consultants, fostering continuous improvement.
• Champion the customer: Influence strategic product direction by surfacing insights from complex implementations and C-level engagements.
• Maintain transparency: Track, communicate, and document key milestones and program status using Salesforce and internal systems.

Senior Consultant, Professional Services

SDET

• Define and evolve the company-wide QA automation strategy with a focus on Playwright (TypeScript/JavaScript)
• Architect scalable, reusable, and maintainable frameworks that support UI, API, integration, and end-to-end testing across multiple product lines
• Partner with QA leadership to define and evangelize QA automation best practices across teams
• Lead the integration of automation into CI/CD pipelines and influence release engineering practices
• Mentor Senior SDETs and QA Engineers, helping grow the next generation of automation leaders
• Contribute to long-term quality roadmap that reduces risk, increases coverage, and accelerates release velocity

Mid Market Customer Success Manager

Enterprise Customer Success Manager

Professional Services Project Manager

Senior Consultant, Professional Services

Staff QA Automation Engineer