Key skills
SaaSCustomer SuccessAccount Management
About this role
Role Overview
- Own a portfolio of high-value and complex brokerage and team customers
- Manage onboarding and implementation for new mid-size and key account customers
- Develop trusted relationships with customers through regular touchpoints and executive business reviews
- Analyze account usage and performance data
- Lead or co-lead strategic initiatives or campaigns
- Mentor and support other CSMs by sharing playbooks
Requirements
- 5+ years of experience in Customer Success, Account Management, Consulting, or a comparable client-facing role
- Proven track record of managing complex or strategic accounts
- Experience in a SaaS environment
- Strong analytical skills and proficiency with common productivity tools (such as Google Workspace)
- Bachelor's degree or equivalent work or military experience
Benefits
- Competitive base salary
- Equity awards based on factors such as experience, performance and location.
- Health insurance
- Paid time off
- Flexible working arrangements