Smith.ai

Customer Success Manager

• Serve as the primary point of contact for a portfolio of high-value clients, building long-term partnerships based on trust and measurable results.
• Partner with Sales, Support, and Onboarding to ensure a seamless end-to-end client journey.
• Provide input to refine playbooks, best practices, and decision frameworks to support consistency and excellence in client engagement.
• Anticipate client needs and act as a trusted advisor, offering insights and solutions that drive business value.
• Collaborate internally to represent client feedback and influence product and process improvements.
• Deliver an exceptional experience aligned with Smith.ai’s standards, SLAs, principles, and values.
• Drive outcomes that impact client retention, lifetime value, referrals, and satisfaction.
• Navigate complex scenarios with diplomacy and clarity and develop playbooks and best practices.
• Report to the Manager of Client Success and partner closely with Support and Onboarding teams.

Senior Client Success Manager

Account Executive

• Create and close new business with SMBs who can benefit from Smith.ai's AI-powered solutions
• Identify, target and close high-value outbound wins
• Leverage creative tactics and modern tooling to scale outbound
• Collaborate with marketing to define outbound strategy and messaging
• Work with an outbound BDR to source pipeline at high-value multi-location businesses
• Manage a strategic sales process cultivating relationships with multiple decision-makers
• Own revenue targets and meet or exceed monthly, quarterly and annual sales targets
• Help build an outbound motion from the ground up and run full-cycle sales processes

Outbound Account Executive

Business Development Rep

• Net-new outbound prospecting to create meaningful first conversations and generate qualified pipeline for Account Executives
• Blend programmatic outreach with personalized, account-based strategies
• Qualify prospects by understanding needs, priorities, and readiness to engage
• Accurately track activity, conversations, and insights in Salesforce and other sales tools
• Partner closely with Account Executives to schedule and hand off high-quality meetings
• Provide market and prospect feedback to Sales and Marketing to improve campaigns and messaging
• Consistently achieve and exceed weekly/monthly targets for calls, meetings booked, and qualified pipeline

Business Development Representative – Outbound

Financial Planning and Analysis

• Build and maintain dynamic financial models for revenue, expenses, headcount, and cash flow.
• Lead annual and quarterly forecasting cycles, including scenario modeling for growth initiatives.
• Analyze budget vs. actuals and provide actionable recommendations to leadership.
• Own company-wide SaaS metric definitions (MRR, CAC, LTV, churn, NRR) and ensure consistent reporting.
• Deliver clear, data-driven insights for board and investor reporting packages.
• Partner with GTM and product leadership to connect operational performance to financial outcomes.
• Conduct deep-dive analyses to uncover drivers of growth, retention, and margin expansion.
• Present financial and operational insights to C-level executives and department leaders.

Smith.ai

Senior Client Success Manager

Outbound Account Executive

Business Development Representative – Outbound

Senior FP&A Manager

FP&A Manager