Drive long-term value, adoption, and growth across Clearspeed’s most strategic key clients.
Partner closely with executive stakeholders, product, sales, and delivery teams to ensure measurable outcomes, retention, and expansion.
Own the post-sales relationship for strategic clients, acting as the primary point of contact.
Build strong relationships with executive sponsors and operational leaders.
Develop and execute client success plans aligned to business objectives and outcomes.
Partner with clients to understand their current and future business goals and challenges.
Ensure clients realize measurable value from Clearspeed’s solutions.
Drive product adoption, usage, and best practices across client organizations.
Identify expansion, upsell, and cross-sell opportunities in partnership with Sales.
Manage renewals and proactively mitigate churn risks.
Track and report on client health, KPIs, and success metrics.
Serve as a subject-matter expert on Clearspeed’s technology, use cases, and roadmap.
Lead client calls and product training sessions as well as providing ongoing consultation on best practices and effective workflows.
Lead executive business reviews, QBR’s, POV evaluations and strategic planning sessions.
Translate client feedback into actionable insights for Product and Engineering teams.
Advocate for client needs internally while balancing scalability and product strategy.
Partner with Sales on onboarding, account strategy, and commercial growth.
Coordinate with Implementation, Support, and Product teams to deliver a seamless client experience.
Track all client requests, product enhancements and software bugs.
Contribute to process improvements, playbooks, and client success best practices.
Perform additional related duties as required.
Requirements
Bachelor's degree in a related field or equivalent work experience.
At least 10 years of professional experience in Strategic Client Success, Client Service, Account Management or equivalent experience within B2B SaaS with a strong focus on client communication, global relationships and project management.
Experience managing complex, enterprise, or strategic accounts.
Strong executive presence and ability to influence senior stakeholders.
Proven track record of driving retention, adoption, and revenue growth.
Excellent communication, presentation, and relationship-building skills.
Comfort working with data, analytics, and performance metrics.
Strong Microsoft Office skills including PowerPoint, Word and Excel.
Excellent verbal, written communication and presentation skills.
Ability to prioritize workload to meet critical objectives and timelines, and work in a multitasking environment.
Exceptional team player, but also comfortable working independently.
Knowledge of the insurance industry is highly preferred.