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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Success Managementdata interpretationnegotiationpresentationbusiness case developmentnet revenue retentionexpansion goalsanalytical skillsROI metricscampaign performance
Soft Skills
communicationleadershiporganizationalpresentation skillsnegotiation skillscustomer engagementstrategic thinkingrelationship managementproblem-solvingcustomer advocacy
Tools & Technologies
SalesforceHubSpotMarketoGoogle SheetsGoogle DocsGoogle SlidesCustomer Success platformsreporting toolspresentation toolsdata analytics tools
Industry Keywords
B2B SaaSAnnual Recurring Revenuecustomer lifecyclecustomer health metricsupsellcross-sellIdeal Customer ProfilesKPIscampaign lifecyclescustomer feedback
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own the entire customer lifecycle for a dedicated book of business, from post-sales onboarding through renewal.
- Develop and execute detailed Customer Success Plans focused on business outcomes.
- Prepare and lead quarterly or semi-annual EBRs with customer leadership to review strategic goals, demonstrate realized value and ROI, and present recommendations for maximizing future success.
- Proactively monitor customer health and adoption metrics.
- Lead all commercial conversations, including managing the entire renewal process (forecasting, negotiation, and closing) to secure long-term contracts.
- Work closely with the Sales/Account Management team to identify, qualify, and build business cases for expansion opportunities (upsell/cross-sell) within your portfolio, driving increased Annual Recurring Revenue (ARR).
- Maintain deep expertise in our platform and its use cases.
- Capture and synthesize critical customer feedback to influence internal product direction and champion successful customers for case studies and referrals.
Requirements
What you’ll need- Minimum of 2+ years of professional experience as a dedicated Customer Success Manager (CSM) in a B2B SaaS environment is mandatory.
- Proven ability to own and manage a high-value book of business, consistently meeting or exceeding net revenue retention and expansion goals.
- Excellent presentation, negotiation, and written communication skills, with comfort engaging with senior-level executives.
- Strong analytical skills with the ability to interpret data (usage, campaign performance, ROI metrics) to build compelling business cases.
- Expertise in working with Customer Success Management platforms (e.g., Salesforce, HubSpot, Marketo) and comfort with reporting and presentation tools (Google Sheets/Docs/Slides).
- Proven track record of managing and expanding accounts within Marketing and Sales orgs, demonstrating a deep understanding of their unique Ideal Customer Profiles (ICPs), KPIs (e.g., MQL-to-SQL conversion), and campaign lifecycles.
- Bachelor’s degree preferred in Business, Marketing, or a related field.
Benefits
Comp & perks- Comprehensive Medical Plans plans - we’ve got you covered!
- Take-What-You-Need Time Off
- LSA (Lifestyle Spending Account) with Compt
- 401K Plan
- FSA Plan
- Free General Medical & Mental Health care via Healthjoy
- Volunteer Time Off
- Birthday Time Off
- Generous parental leave benefits for both birthing and non-birthing parents
- Access to Employee Assistance Programs (EAPs)
- Financial wellness benefits through Morgan Stanley
- Remote work environment
