Lead customer onboarding, acting as the primary point of contact to ensure a smooth and value-driven implementation process.
Develop strong, trusted relationships with key stakeholders at all levels, understanding their strategic goals and aligning DexoryView’s capabilities accordingly.
Deliver customer training and workshops onsite and virtually, ensuring teams are confident using the platform and fully understand its benefits.
Create and manage Success Plans for customers, mapping business goals to platform usage, with clear KPIs and milestones.
Monitor account health through usage data, feedback, and engagement signals to proactively address risks and drive retention.
Own customer renewals and upsell opportunities, identifying ways to expand usage and advocate for new features that meet evolving needs.
Collaborate with Sales, Product, and Engineering teams to ensure the customer voice is represented and customer outcomes are delivered.
Gather and report customer feedback, using insights to shape ongoing product development and customer enablement strategies.
Requirements
Proven experience in a Customer Success, Solutions Engineer, or Commercial post-sales role, ideally within a SaaS or data-driven technology company.
Strong commercial acumen with a track record of driving renewals, expansions, and long-term account growth.
Excellent communication and presentation skills, capable of engaging technical and non-technical stakeholders.
Comfort working with data-driven insights – able to interpret and explain high-level warehouse or operational metrics and trends.
Experience in delivering onboarding, training, and customer-facing workshops, both in person and virtually.
Highly proactive, organised, and able to manage multiple client relationships and priorities simultaneously.
Willingness to travel frequently across North America to support client relationships (estimated 1+ day/week).
Work comfortably with dashboards and back-end systems to track usage trends, guide data-driven conversations, and assist customers in interpreting operational insights, fixing deployment issues, trouble shooting problems.
Fluent Spanish speaking skills would be desirable.