Revenue.io

Sales Engineer

• Lead or co-lead discovery sessions with technical and business stakeholders.
• Uncover deep technical requirements, integration points, and root causes behind challenges.
• Map customer requirements to Revenue.io capabilities with precision, avoiding generic recommendations.
• Document insights clearly in CRM and collaborate with AEs to shape strategic deal plans.
• Deliver compelling, persona-based demos that feel tailor-made for each audience.
• Leverage our Pain, Magic, Results (PMR) storytelling framework to connect emotionally and aligned to business impact.
• Anticipate and handle objections confidently, using real customer scenarios to build trust.
• Demonstrate deep platform fluency across admin, user, and analytics workflows.
• Co-create measurable pilot success criteria with AEs and customers before kickoff.
• Manage pilots as structured projects with clear timelines, check-ins, and outcomes.
• Collaborate with internal teams (Implementation, CS, Product) to ensure alignment and seamless handoffs.
• Present synthesized pilot results to customer executives, connecting proof points to business value.
• Collaborate with Product and Marketing to refine positioning and capture customer stories.
• Contribute to demo org innovation, discovery frameworks, and internal enablement content.
• Support onboarding and mentoring of new Solution Consultants and AEs.
• Represent the voice of the customer in roadmap and enablement discussions.

Solution Consultant – Sales Engineering

Customer Success Manager

• Build, mentor, and scale a world-class team of Customer Success Managers, empowering them to deliver exceptional experiences and drive measurable customer outcomes.
• Lead highly effective weekly team meetings, deal reviews, and performance sessions to align priorities, share insights, and strengthen execution.
• Oversee headcount management, book balancing, and capacity planning to ensure equitable distribution of accounts and sustainable workload.
• Develop and execute hiring and onboarding plans that accelerate new hire readiness and reinforce a culture of excellence and accountability.
• Personally manage and grow key enterprise accounts—ensuring adoption, expansion, and executive alignment while modeling world-class CSM engagement.
• Partner with RevOps, Product, and Marketing to design and deliver digital programs, automation, and playbooks that drive consistent value across all segments.
• Use Revenue.io’s own AI platform and Salesforce workflows to identify risks, predict churn, surface expansion opportunities, and trigger the right interventions at scale.
• Partner cross-functionally with Sales, Product, Support, Implementation, and Marketing leadership to align goals, define success metrics, and evolve the customer journey for long-term growth.
• Establish repeatable processes, implement KPIs, and continuously refine systems to improve visibility, scalability, and efficiency across the organization.
• Serve as the executive advocate for customer needs—bringing insights to influence product roadmap, go-to-market strategies, and company-wide customer obsession.

Director of Customer Success

• Manage a broad portfolio of SMB and Mid-Market customers (50+ accounts) and build scalable programs
• Design and deliver scalable CS programs that enable ongoing adoption, customer education, and value realization
• Leverage AI and automation (sequences, workflows, digital touch) to efficiently engage customers
• Spot risks early by analyzing product usage, customer health, and behavioral signals and trigger interventions
• Enable customers via playbooks, office hours, webinars, and self-serve resources
• Act as a trusted advisor for high-priority accounts balancing 1:1 and 1:many approaches
• Build in Salesforce to customize reporting, design workflows, and ensure smooth adoption of the platform
• Partner cross-functionally with Sales, Product, and Support to deliver customer feedback and drive expansion
• Own renewals and expansions with focus on retention and growth