About the role
- 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
Requirements
- 2+ years in Customer Success, consultative Sales, account management, or strategic consulting (SaaS preferred)
- Strong Salesforce expertise (3+ years in the ecosystem; certifications or sales ops background a plus)
- Demonstrated success driving adoption, retention, and growth across a portfolio of customers
- Experience balancing proactive one-to-many programs with strategic one on one engagement
- Technical and analytical mindset, comfortable with workflows, automation, and data-driven prioritization
- Excellent communication and relationship skills, with the ability to coach, influence, and inspire customers at scale
- Builder mentality, resourceful, curious, and eager to design scalable programs from the ground up
- Adaptability to thrive in a dynamic startup environment, with a balance of strategy and hands-on execution
- Paid parental leave
- Flexible time off (US only)
- Competitive salary
- Multiple medical plans to choose from including HSA and FSA
- Work from home flexibility
- Stock options (additional incentive compensation may be offered)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer successaccount managementconsultative salesSaaSSalesforceautomationdata analysisworkflowsprogram designcustomer education
Soft skills
communicationrelationship buildingcoachinginfluencinginspiringadaptabilityresourcefulnesscuriositystrategic thinkingexecution
Certifications
Salesforce certification