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Mid-level Customer Success Analyst – SaaS, Portfolio Management
SMARTSPACECustomer Success Analyst managing B2B client portfolio post-onboarding at Smartspace. Focusing on value generation, retention, and growth for clients.
About the role
Key responsibilities & impact- Manage a portfolio of clients, continuously monitoring the evolution of their journey
- Lead strategic review meetings and account development sessions
- Ensure execution of success plans and alignment of expectations with clients
- Monitor portfolio health metrics and product adoption levels
- Proactively mitigate churn risks
- Identify upsell and cross-sell opportunities within the active customer base
- Participate in renewal negotiations and contract upgrades
- Analyze retention, engagement and recurring revenue metrics
- Contribute to the development of Customer Success processes, rituals, and playbooks
Requirements
What you’ll need- Experience in Customer Success or strategic client relationship management with B2B customers
- Experience managing an active client portfolio
- Familiarity with SaaS solutions
- Ability to lead client review and alignment meetings
- Knowledge of Customer Success KPIs such as MRR, churn, NRR and Health Score
- Consultative communication, organizational skills and analytical ability
- Experience using CRM systems and customer tracking tools
- Use of digital tools or Artificial Intelligence to improve productivity
Benefits
Comp & perks- Meal/Food card
- Flexible benefits card
- Health insurance
- Dental plan
- Health and wellness incentive program
- Life insurance
- Wellhub
- Birthday Day Off
- Corporate education (training & development)
- Bonus for meeting targets
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 SuccessB2B client relationship managementSaaS solutionsCustomer Success KPIsMRRchurnNRRHealth Scoreanalytical ability
Soft Skills
consultative communicationorganizational skillsleadershipstrategic thinking