Related skills
crm b2b saas salesforce onboarding apisπ Description
- Onboard customers with sales/implementation; train and drive adoption.
- Build deep customer relationships; serve as trusted advisor to exec stakeholders.
- Develop product expertise, including APIs, for integration discussions.
- Conduct regular touchpoints and quarterly business reviews to ensure retention.
- Identify upsell opportunities by aligning goals with new features.
- Drive cross-functional feedback to inform product roadmap.
π― Requirements
- 5+ years in Senior Customer Success for B2B SaaS (healthcare/Salesforce preferred)
- Manage a book of business >$3M ARR; build pipeline and close deals
- Strong executive relationships, communication, presentation, and problem-solving
- Navigate complex matrixed client relationships; drive retention
- Familiarity with Salesforce CRM; process builder/flow automations and reports
- Translate technical concepts into business value for non-technical stakeholders
π Benefits
- Health/Vision/Dental plans
- Unlimited PTO
- New Apple equipment
- Startup equity
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