Key skills
TableauGoLookerCustomer SuccessAccount ManagementSales
About this role
Role Overview
- Build and grow relationships with key client stakeholders, acting as their go-to person for all questions and needs
- Understand client needs & market trends, using data and insights to identify upsell and cross-sell opportunities
- Design and execute account plans aligned with client objectives, tracking results and ensuring impact
- Own your pipeline and forecasts: follow up on opportunities, monitor key metrics, and achieve revenue targets
- Collaborate with internal teams (Sales, Marketing, Product, Performance) to deliver the right solutions and share client feedback
- Negotiate and close deals that support client goals while aligning with Dolead’s policies and process
- Track and report on performance, using insights to adjust strategies and continuously improve
- Resolve issues quickly and provide proactive support to keep clients satisfied and successful
- Stay ahead of the industry, monitoring competitors and best practices to bring fresh ideas to your clients
Requirements
- 4+ years of experience in Customer Success or Account Management
- Experience in digital advertising and/or home improvement services
- Ease with numbers — bonus if you’ve worked with Looker or Tableau
- Confidence presenting and leading conversations with clients
- A self-starter mindset: proactive, motivated, and solution-oriented
- Comfort in a fast-paced, international environment
- Native-level English
Tech Stack
- Tableau
Benefits
- Transportation costs: reimbursement up to $100/month
- Healthcare (AETNA) individual & family
- medical, dental, and vision plan
- Retirement Plan (401K)
- Flexible vacation time to promote a healthy work-life balance
- Flexible remote policy: up to 2-4 days/week (if you’re based in the Greater Boston area)
- Diverse & multicultural environment: +13 nationalities represented
- Fun company and team events because we play just as hard as we work