Own a portfolio of strategic accounts and deliver measurable outcomes that drive customer ROI.
Lead consultative onboarding and successful program implementations, ensuring executive alignment and using established playbooks and processes.
Drive revenue growth across your portfolio through increased adoption, program optimization, and successful renewals.
Monitor engagement, program performance, and usage trends to ensure customers are realizing value from their program.
Identify and drive opportunities to expand Cardata's programs within existing accounts based on customer goals, usage insights, and organizational changes.
Build trusted relationships with key stakeholders including executives, program administrators, HR leaders, and finance partners.
Lead executive business reviews and QBRs that showcase data-backed value and growth opportunities.
Create and deliver engagement strategies that deepen adoption, sustain long-term value, and strengthen customer loyalty.
Drive end-to-end renewal cycles, negotiating terms and securing multi-year commitments where possible.
Monitor customer health indicators and identify early signs of risk or disengagement.

3-5 years in a customer-facing role (Customer Success, Account Management, or Consulting), ideally in SaaS.
Proven success managing mid-to-large enterprise accounts with multiple stakeholders.
Demonstrated track record of driving retention, adoption, and expansion across a diverse portfolio.
Comfortable leading executive-level conversations and influencing decision-making.
Experience leading customer conversations, including business reviews, strategic planning sessions, renewals and expansions.
Skilled in data-driven storytelling, using metrics to demonstrate value and influence outcomes.
Strong negotiation skills.
Tech-savvy and experienced in remote-first environments.

Remote work and flexible working hours
Mentorship and development opportunities (to help you achieve your career goals!)
Extended medical & dental benefits
Healthcare spending account
$3,000 annual Health and Wellness Spending Account to support your overall wellbeing
Employee assistance program (EAP)
Flexible (Unlimited) Time Off: No annual cap on vacation, supported by a trust-based, flexible approach to time away.

Customer Success Manager

Key skills