Act as the main point of contact for assigned customers, developing strategic relationships and guiding platform adoption and success planning
Deliver regular business reviews (QBRs/EBRs), clearly communicating ROI and aligning on success metrics to support retention and expansion
Understand customers’ industries, goals, and challenges to provide tailored recommendations and align internal and external stakeholders on success objectives
Promote awareness and usage of key platform features, provide ongoing education, and identify opportunities for expanded adoption
Proactively monitor customer health, manage escalations, and collaborate with Product, Engineering, Support, and Sales teams to resolve issues and share actionable insights
Maintain expert knowledge of the product roadmap and communicate relevant updates and enhancements to customers
Coordinate with internal teams to develop and execute customer success plans, addressing risks before they impact engagement or satisfaction

5+ years of Customer Success experience, ideally in enterprise SaaS
Proven ability to manage large customer portfolios and develop long-term relationships, including at the executive level
Excellent communication, presentation, and organizational skills, capable of managing both strategic and technical conversations effectively
Strong problem-solving skills and experience resolving escalations while maintaining a positive customer experience
Proficiency with CRM and case management tools such as Salesforce and Jira
Technical proficiency related to internet technologies, networking, and email security products
Bachelor’s degree in Computer Science, Engineering, or a related technical discipline, or equivalent practical experience

Customer Success Manager, MidMarket

Key skills