About This Role:
This is a customer-focused role where you’ll be the primary point of contact for assigned client accounts. You’ll build and maintain trusted relationships with key stakeholders, develop strategic plans to help customers succeed, and ensure they’re realizing measurable value from their platform investment.
This is not a support or retention-focused role—it’s a strategic partnership position where you’ll act as a quarterback for your assigned accounts, leading outcome-focused conversations, identifying growth opportunities, and helping customers achieve their business goals.
Key Responsibilities:
• Build and maintain trusted relationships with client contacts at all levels, from operational staff to senior leadership
• Develop and maintain strategic success plans for each assigned account, keeping them current and aligned with client priorities
• Lead structured, outcome-focused review conversations that help clients see where they’re realizing value and identify new opportunities
• Review platform usage data, performance metrics, and adoption trends to understand client progress and shape account strategy
• Translate technical data and platform performance into clear, compelling narratives that show clients the value they’re receiving
• Monitor portfolio health by tracking account progress, identifying risks early, and forecasting renewal readiness
• Identify expansion opportunities by understanding client needs and matching them to available solutions
• Represent the customer’s voice internally by escalating concerns, highlighting friction points, and advocating for improvements
• Work closely with team members across sales, product, support, and other departments to solve customer problems and improve outcomes
• Keep detailed account records and documentation current so the entire team stays aligned on strategy and progress
• Travel to client sites and engagement events as needed to strengthen relationships and deepen your understanding of their business (up to 50% travel)
Skills and Background Needed:
• 3–5 years of experience in customer success, account management, consulting, or a similar customer-facing role (experience in cloud-based software environments is a plus)
• Proven ability to manage relationships with senior-level contacts and lead value-focused conversations with decision-makers
• Strong analytical skills—you can review data and performance trends and turn them into clear, actionable insights
• Experience developing success plans, value plans, or similar structured engagement strategies (preferred)
• Experience forecasting account health or identifying expansion opportunities across a portfolio (preferred)
• Familiarity with CRM systems like those used to track customer data and account interactions (preferred)
• Comfort with business analytics tools for reviewing reports and performance data (preferred)
• Strong written and verbal communication skills, with the ability to present clearly to senior stakeholders
• Ability to thrive in a fast-paced, growing environment where priorities may shift and teams evolve
• Bachelor’s degree in Business, Operations, Communications, or a related field (equivalent professional experience also accepted)
What We Offer:
• Competitive entry-level pay, details shared upon application
• Fully remote work—you can work from anywhere
• Full training and onboarding provided so you can succeed in the role from day one
• Opportunities for career growth and professional development
• Collaborative, supportive team environment
• Flexible work arrangements
Location: Open to applicants worldwide. This is a fully remote position.
Contract Length: Permanent
Rate: Competitive entry-level pay, details shared upon application
Ready to get started? Submit your application below.