Customer Success Manager 1

Job description

We Are the Perfect Match If You… • 2-3 years of experience in Customer Success/Account Management roles • Have clear, confident, and polished communication—written and verbal • Have a strong analytical mindset with comfort in data-driven conversations • Have ability to structure and drive projects by setting milestones, tracking progress, coordinating stakeholders, and ensuring clients achieve their defined goals. • Are experienced running executive-level business reviews and outcome discussions • Have a commercial acumen with proven upsell / cross-sell exposure • Have experience in SaaS, fintech, or B2B technology platforms • Are able to manage multiple accounts, priorities, and stakeholders simultaneously • Are calm, composed, and solution-oriented in complex stakeholder environments • Are able to move things forward through credibility, clarity, and collaboration Here’s What Your Day Will Look Like… • Deeply understand client businesses, success metrics, and evolving priorities • Lead QBRs with data-backed insights, performance trends, and growth recommendations • Identify and execute upsell and cross-sell opportunities through consultative value positioning • Influence outcomes by collaborating effectively with Product, Tech, Sales, and Operations—without formal authority • Proactively anticipate risks and resolve issues before they become escalations • Represent the customer’s perspective internally while balancing business priorities