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QuotaPath

Senior Customer Success Manager

QuotaPath

Senior Customer Success Manager at QuotaPath leading onboarding for large customers. Collaborating with sales and operations to enhance customer experience and drive results.

Posted 5/13/2026full-timeRemote • Texas • 🇺🇸 United StatesSeniorWebsite

Tech Stack

Tools & technologies
ERPPythonSQL

About the role

Key responsibilities & impact
  • 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.

Requirements

What you’ll need
  • 5+ years in a customer-facing role such as Customer Success, Implementation, Onboarding, or Account Management - ideally in B2B SaaS.
  • Proven experience managing complex, multi-stakeholder implementations with multiple data systems and integrations.
  • Strong CRM proficiency - hands-on experience administering or deeply working within Salesforce, HubSpot, or comparable platforms.
  • Advanced spreadsheet skills (Google Sheets or Excel) - you’re comfortable building models, doing data mapping, and troubleshooting formula logic.
  • Demonstrated ability to leverage AI tools to increase productivity, improve deliverables, and solve ambiguous problems faster.
  • Strong project management skills with the ability to handle multiple complex onboardings simultaneously without dropping the ball.
  • Excellent written and verbal communication - you can break down technical concepts for both technical and non-technical audiences.
  • High attention to detail and a natural sense of curiosity when something doesn’t add up.
  • Bonus Points
  • Experience with compensation plans, commission structures, or RevOps workflows.
  • Familiarity with ERP systems or experience connecting multiple data systems.
  • Experience with SQL, Python, or other data tools.
  • Prior experience at an early-to-mid stage startup where you’ve had to build as you go.

Benefits

Comp & perks
  • Competitive on-target earnings with base salary + variable (shared during the interview process).
  • Generous equity offerings + 401(k) contribution
  • Comprehensive health coverage with 90% of employee premiums paid.
  • Flexible PTO and half-day Fridays year-round.
  • A collaborative, inclusive team that genuinely invests in your growth and development.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM integrationsdata discoverycompensation plan mappingproject managementadvanced spreadsheet skillsSQLPythondata toolsmodelingtroubleshooting
Soft Skills
customer-facingcommunicationattention to detailcuriositycollaborationproblem-solvingmulti-stakeholder navigationeducatingsynthesizing feedbackupselling