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 using data-driven approaches tailored to smaller business needs and regulatory changes
Coordinate daily operations, case assignments, and escalation protocols with the inside support team
Foster a collaborative environment focused on customer problem solving and team leadership
Adopt automation systems, AI, and reporting dashboards for managing high-volume portfolios
Partner with customers to map business objectives to product capabilities and identify expansion opportunities with sales
Analyze customer usage data and health metrics to proactively remediate concerns and maintain customer satisfaction scores above 85%
Serve as voice of the customer, providing aggregated feedback to product and engineering teams from customer base
Requirements
3+ years of customer success, account management, or related experience in B2B SaaS with high-volume, smaller-contract portfolio management
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
Benefits
A fun, fast-paced work environment
Responsible PTO Plan that meets or exceeds state and local medical and family leave laws
11 paid holidays
Community and social events to keep you connected and engaged
Mental Health Benefits
Medical, Dental and Vision insurance
Company-paid Group Life Insurance
Short- and Long-Term Disability
Flexible Spending Account & Health Savings Account
Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice
Pet Insurance
401 (k) with company match with eligibility on Day 1 of employment
2 Paid Volunteer Time Off Days
And much more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
collaborative environmentcustomer problem solvingteam leadershipcommunication skillspresentation skillsengagement with business ownersintervention strategiesproactive remediationcustomer satisfaction focusfeedback aggregation