QuotaPath

Customer Success Manager

• Lead end-to-end onboarding for our larger customers, including kick-off calls, account configuration, CRM integrations, and live training.
• Conduct thorough data discovery and compensation plan mapping across multiple systems and data sources.
• Act as a compensation process expert - educating customers on best practices for plan creation, modeling, and CRM structure.
• Collaborate closely with Solutions Engineers and Account Managers to deliver a cohesive, best-in-class customer experience.
• Navigate multi-stakeholder environments confidently, presenting solutions to VPs, Finance, and Revenue Operations leaders.
• Identify and surface upsell opportunities in partnership with the Account Management team.
• Gather and synthesize customer feedback to inform product improvements.
• Contribute to refining and improving the onboarding process as we scale into more premium and complex customer segments.

Senior Customer Success Manager