Sales & Customer Success Lead, USD 1.2-1.5K/month
Insight Value
Customer Success Manager
Pavago
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇲🇽 Mexico
Visit company websiteJob Level
JuniorMid-Level
About the role
- Lead client onboarding sessions and establish success criteria.
- Configure accounts, deliver product training, and ensure smooth implementation.
- Track early adoption metrics to identify gaps.
- Manage a portfolio of 20–40 active accounts, depending on client size.
- Serve as the primary point of contact for client stakeholders.
- Conduct regular check-ins and strategic reviews.
- Monitor product usage through Gainsight, ChurnZero, Totango, or custom dashboards.
- Identify at-risk accounts early and execute playbooks to re-engage them.
- Deliver quarterly business reviews (QBRs) to align on goals and ROI.
- Triage support issues and escalate to technical teams as needed.
- Track resolution and ensure client satisfaction post-issue.
- Identify upsell/cross-sell opportunities based on client needs.
- Collaborate with sales teams to expand accounts while maintaining renewals.
- Track renewal pipeline and prepare contracts for review.
- Prepare reports on client health, usage, and renewal status.
- Capture client feedback and relay to product/engineering teams for improvements.
Requirements
- 2–3 years in customer success, account management, or client-facing roles.
- Proficiency with CRM systems (Salesforce, HubSpot) and CS platforms (Gainsight, ChurnZero, Totango).
- Strong presentation skills for client-facing reviews and demos.
- Proven ability to manage client relationships and drive renewals.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client onboardingproduct trainingmetrics trackingaccount managementissue resolutionupsellingcross-sellingreport preparationclient feedback capture
Soft skills
communicationpresentationrelationship managementstrategic reviewproblem-solving
