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crm forecasting b2b saas data analysis customer successπ Description
- Lead and develop a team of Customer Success Managers (North America) to foster a customer-centric culture and drive performance.
- Drive regular business reviews with tiered engagement strategies based on customer needs.
- Establish and enforce a risk/renewal framework with indicators two quarters before renewal.
- Coach CS leadership to act as revenue stewards and enable expansion conversations pre-renewal.
- Collaborate with Sales, Professional Services, Support, and Marketing to identify growth opportunities within your customer base.
- Track core CS metrics (renewal rate, growth, customer health, sentiment) using leading/lagging indicators.
π― Requirements
- 8+ years of customer success or account management experience; at least 3+ years of people management.
- In-depth understanding of CRM software and the B2B SaaS industry.
- Demonstrated ownership of a renewal forecast exceeding $13M and growth forecast exceeding $2.5M ARR.
- Experience driving continuous improvement initiatives, implementing best practices, and advocating for product enhancements.
- Demonstrated success monitoring and analyzing customer health metrics, usage patterns, and feedback.
- Experience generating reports, dashboards, and insights on CS metrics, retention, renewal forecasts, and revenue growth.
- Bachelor's degree in Business, Marketing, or a related field.
- CRM/ERP/Marketing Automation-centric customer success or account management experience.
π Benefits
- Excellent healthcare package for you and your family
- Savings and Investment β 401(k) match
- Unlimited Paid Time Off
- Paid Parental Leave
- Online Legal Services (Rocket Lawyer)
- Financial Planning Services (Origin)
- Discounted Pet Insurance (Embrace Pet Insurance)
- Corporate Benefit Program (Working Advantage). This benefit offers exclusive travel and entertainment offers and discounts
- Health and Wellness Reimbursement Program
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