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crm risk management saas upsell cross-sell📋 Description
- Build and maintain strong, long-term partner relationships
- Proactively identify, forecast, and mitigate account risk
- Communicate partner needs and risk mitigation across internal teams
- Surface insights on customers’ business and market dynamics
- Identify growth opportunities via product usage and trends
- Drive adoption, retention, and upsell through client conversations
🎯 Requirements
- 3-5 years in Client Success or Account Management in SaaS or self-storage
- Experience with consultative selling and upsell/cross-sell
- Strong relationship management with a partner-first mindset
- Hands-on experience with Client Success platforms and CRM tools (Vitally, Gong)
- Highly organized, detail-oriented, and operationally disciplined
- Willingness to travel to client sites and industry events
🎁 Benefits
- Generous health coverage plus life insurance
- 401(k) match; fully vested after 1 year
- HSA contributions and offsetting HRA
- Flexible vacation; take what you need
- Parental leave and caregiver leave options
- Home office stipend and sign-on bonus
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