Portfolio Value Partner
Totango
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Own the success and value attainment of a portfolio of up to 75 SMB and digitally supported customers
- Help customers operationalize Totango to drive measurable improvements in customer retention, growth, and lifecycle management
- Reinforce best practices and strategic use cases that help customers maximize the value of the platform
- Monitor account health, engagement signals, and product usage to ensure customers are progressing toward value
- Drive proactive renewal conversations that reinforce business impact and platform value
- Identify potential risks early and work cross-functionally to mitigate them ahead of renewal
- Engage customers on a monthly or as-needed cadence depending on risk, value milestones, or renewal proximity
Requirements
- 1–3 years experience in Customer Success, Account Management, or a similar customer-facing role
- Experience managing multiple customer relationships in a SaaS or technology environment
- Strong communication and relationship management skills
- Ability to prioritize and manage a high-volume portfolio of customers
- Data-driven mindset with the ability to interpret health signals and renewal indicators
- Comfort working in a fast-moving environment where processes evolve
Benefits
- Health insurance
- Flexible work arrangements
- Professional development
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer successaccount managementSaaSdata analysisportfolio management
Soft Skills
communicationrelationship managementprioritizationorganizational skillsadaptability