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crm forecasting b2b saas data analysis customer success

πŸ“‹ 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.

🎯 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.

🎁 Benefits

  • Excellent healthcare package for you and your family
  • Savings and Investment – 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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