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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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Customer Success Managementdata interpretationnegotiationpresentationbusiness case developmentnet revenue retentionexpansion goalsanalytical skillsROI metricscampaign performance
Soft Skills
communicationleadershiporganizationalpresentation skillsnegotiation skillscustomer engagementstrategic thinkingrelationship managementproblem-solvingcustomer advocacy
