Salary
💰 $55,000 - $65,000 per year
About the role
- Manage a portfolio of 1,000+ customers, maintaining touchpoints and health monitoring through individual and automated outreach
- Develop and execute customer success strategies that drive adoption, retention, and expansion across a large base of smaller-contract value customers
- Identify at-risk accounts early through predictive analytics and implement targeted intervention strategies at scale via automated outreach
- Drive product adoption and feature utilization across your customer base using data-driven approaches tailored to smaller business needs around new functionality and regulatory changes.
- Coordinate daily operations, case assignments, and escalation protocols with the inside support team to deliver a terrific customer experience to your customer base
- Foster a collaborative environment focused on customer problem solving
- Adopt automation systems, AI, and reporting dashboards for managing high-volume portfolios
- Partner with assigned customers to understand their business objectives and map them to product capabilities using scalable engagement models when they are identified at risk
- Identify expansion opportunities across the portfolio of assigned accounts and collaborate with sales teams on systematic upsell initiatives to grow accounts
- Analyze customer usage data and health metrics to proactively remediate concerns across account base
- Serve as voice of the customer, providing aggregated feedback to product and engineering teams from customer base
- Maintain customer satisfaction scores above 85%
Requirements
- 3+ years of customer success, account management, or related experience in B2B SaaS with high-volume, smaller-contract portfolio management required
- Proven track record managing very large customer portfolios (1,000+ accounts) with strong retention metrics in the smaller contract size segment
- Advanced analytical skills with experience using CS platforms (Gainsight, ChurnZero, etc.) and automation tools for high-volume, lower-touch account management
- Excellent communication and presentation skills with ability to engage with smaller business owners and decision-makers while taking advantage of automation tools
- Experience with CRM systems (Salesforce, HubSpot, etc.) business intelligence tools, and customer success automation tools.