Own growth across a high-volume SMB customer portfolio by using customer data, product adoption signals, proactive engagement, and AI-enabled workflows to drive expansion. The role requires 2–5 years of experience in customer-facing B2B SaaS work and strong commercial, organizational, and communication skills.
80k – 115k/yr
Remote2+ YOECustomer Success
About the role
Responsibilities
Own the growth strategy across a portfolio of SMB customers, proactively identifying opportunities to increase customer value and expand their investment in Nylas.
Analyze customer health, API usage, product adoption, lifecycle stage, and other signals to prioritize outreach and identify accounts with growth potential.
Execute scalable, data-driven engagement strategies that balance personalized outreach with automation across a high-volume customer portfolio.
Partner with customers to increase product adoption where it supports stronger business outcomes and commercial growth.
Identify and qualify expansion opportunities before collaborating with Enterprise Customer Success Managers or Account Executives as accounts mature.
Build trusted customer relationships through personalized engagement and scalable digital success programs.
Partner with Customer Success Operations and Revenue Operations to improve playbooks, customer journeys, automation, and digital engagement strategies.
Leverage AI tools such as ChatGPT to improve productivity, research customer accounts, personalize outreach, and enhance workflows.
Maintain accurate customer data and account activity within HubSpot, Vitally, and other Customer Success systems.
Test and refine customer engagement strategies, playbooks, and scalable success programs using data.
Success Measures
Generate qualified expansion opportunities across the SMB customer portfolio.
Increase expansion ARR by proactively identifying customers with strong growth potential.
Build trusted relationships across a broad portfolio through timely, thoughtful engagement.
Develop scalable outreach strategies that improve engagement while supporting efficient portfolio management.
Refine and expand the digital customer success strategy.
Establish repeatable customer success motions for the SMB Customer Success program.
Requirements
2–5 years of experience in Customer Success, Account Management, Sales, Business Development, Customer Growth, or a similar customer-facing role within a B2B SaaS organization.
Strong communication and discovery skills, with the ability to build trust, uncover customer needs, and identify commercial opportunities.
Curiosity and commercial instincts, with the ability to recognize customer needs and proactively identify growth opportunities.
Proactive mindset and willingness to take initiative.
Strong organizational skills and ability to prioritize work across a large customer portfolio.
Comfort using data to prioritize outreach and inform customer conversations.
Familiarity with CRM and Customer Success platforms such as HubSpot, Vitally, Salesforce, or similar technologies.
Comfort leveraging AI tools such as ChatGPT to improve productivity, research accounts, draft communications, and streamline work.
Collaborative approach and ability to work across Customer Success, Sales, Revenue Operations, Product, and Support.
Growth mindset and enthusiasm for learning, experimentation, and continuous improvement.
Interview Process
Round 1: 30-minute Google Meet discussion with the Hiring Manager
Round 2: Practical exercise focused on customer prioritization and identifying expansion opportunities
Round 3: Team and culture interview with CSMs and cross-functional stakeholders
Round 4: 45-minute discussion with the Chief Customer Success Officer
Compensation
Actual compensation is determined based on individual qualifications, including knowledge, skills, experience, and abilities.
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