About the role
- Consistently meet or exceed assigned renewal and expansion quotas
- Develop informed, strategic retention and growth plans and execute with a Customer Success Manager
- Lead renewals and anticipate/address risks before renewal time
- Generate pipeline via focused outbound activities and own upsell/cross-sell opportunities
- Expand product footprint within client institutions and introduce solutions to new departments
- Build relationships through strategic outreach and Mongoose Quarterly Reviews (MQRs)
- Partner with a dedicated CSM on commercial strategy while CSM focuses on adoption and value
- Collaborate with Marketing, Product, and Leadership to surface customer insights and close deals
- Represent Mongoose at industry events and conduct onsite visits and travel as needed
- Track client health metrics, maintain CRM (HubSpot), and share insights with internal teams
Requirements
- Proven experience with renewals and expansion (upsell/cross-sell) in a B2B SaaS environment
- Consistent track record of exceeding renewal and expansion quotas
- Demonstrated ability to build healthy pipelines and convert with strong win rates
- Experience driving renewals and growing accounts through upsells and cross-sells
- Experience with CRM systems (bonus points for HubSpot expertise)
- Exceptional communication skills
- Proactive problem-solving and strategic thinking
- Ability to use data to inform decisions and translate insights
- Experience partnering with Customer Success, Marketing, Product, and Leadership
- Willingness to travel for onsite visits and industry events
- Comprehensive medical, dental, and vision coverage
- 401K with company match: 100% of the 1st 3% and 50% of the next 2%
- Flexible PTO
- Competitive Leave Policies
- $600 home office set-up stipend
- 13 paid holidays, plus a week off between Christmas and New Year’s
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
renewalsexpansionupsellcross-sellpipeline generationCRMdata analysiscustomer insightsB2B SaaS
Soft skills
communicationproblem-solvingstrategic thinkingrelationship buildingcollaboration