Equipping CSMs with sales-adjacent skills—such as negotiation, discovery, and value-based selling—to confidently lead renewal cycles and identify expansion opportunities.
Owning the end-to-end onboarding experience for CS new hires and developing ongoing certification programs to keep the team sharp on product updates and industry trends.
Building a robust library of post-sale assets, including "Success Playbooks," renewal battlecards, and executive business review (EBR) templates.
Standardizing the handoff process from Sales to CS to ensure customer goals are seamlessly transferred and "Time-to-Value" is minimized.
Serving as the champion for tools ensuring the team utilizes data to proactively manage account health rather than reacting to fires.
Partnering with Marketing to translate technical features into customer-facing value and collaborating with Sales Ops to align on account expansion strategies.
Tracking the impact of enablement initiatives on key health metrics, identifying gaps in team performance, and deploying targeted coaching interventions.
Requirements
5+ years of experience in Customer Success, Sales Enablement, or Account Management, with a proven track record in a SaaS environment.
Proficiency in CRM (Salesforce) and dedicated Customer Success Platforms (CSP); experience with Learning Management Systems (LMS) is a plus.
A deep understanding of the "Land and Expand" model and the ability to teach how to navigate complex commercial conversations.
Exceptional presentation and facilitation skills, with the ability to command a room and influence stakeholders at the Director and VP levels.
Skilled at using data to identify churn risks and expansion white space, turning those insights into actionable training programs.
Bachelor’s degree in Business, Communications, or a related field preferred.