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Senior Customer Success Manager

130k – 170kNew York, NYHybrid7+ YOE
Summary

Owns post-sale lifecycle for enterprise clients in B2B SaaS, driving adoption, retention, expansion via strategic plans, QBRs, and executive relationships. Requires 7+ years enterprise account management experience and CRM expertise.

About the role

Responsibilities

  • Serve as a strategic advisor and primary point of contact for a portfolio of enterprise and key mid-market clients, ensuring they achieve their business outcomes using the Findigs platform.
  • Develop and execute strategic account plans that drive platform adoption, retention, and expansion opportunities within your portfolio.
  • Lead executive business reviews (EBRs) and quarterly business reviews (QBRs) with key client stakeholders to report on value, share insights, and align on future goals.
  • Proactively monitor account health and product usage to identify and mitigate risks, while also uncovering opportunities for growth and expansion.
  • Partner with Sales and Implementations to facilitate seamless handoffs from the sales cycle and collaborate on renewal and expansion strategies.
  • Act as the voice of the customer, translating complex client feedback and requirements into actionable insights for our Product and Engineering teams.
  • Contribute to scaling and refining our customer success practice by helping define playbooks, processes, and best practices for our enterprise segment.
  • Navigate and resolve complex client escalations with a sense of urgency, collaborating with internal teams to ensure timely and effective resolution.
  • Mentor and guide members of the Customer Success team, sharing your expertise in enterprise account management.

Requirements

  • 7+ years of experience in a customer-facing role, with a strong focus on managing a portfolio of large, complex enterprise accounts in a B2B SaaS environment.
  • Proven ability to build and maintain strategic relationships with senior executives and key stakeholders. A track record of driving product adoption, managing renewals, and identifying expansion opportunities within a client base.
  • Exceptional presentation skills with the ability to communicate complex concepts clearly and concisely to diverse audiences.
  • Deep understanding of customer success principles, methodologies, and best practices.
  • Experience with CRM and customer success platforms (e.g., Salesforce, HubSpot, Gainsight).
  • Strong analytical and problem-solving skills with the ability to navigate ambiguous, complex client situations.
  • Willingness to embrace the unstructured, fast-paced environment of a high-growth startup.
  • Strong communication skills including the ability to translate complex technical issues.

Nice-to-haves

  • Prior startup experience.
  • Experience in Proptech or Fintech.

Compensation & Benefits

  • Competitive OTE + Pre-IPO equity.
  • Flexible Paid Time Off (PTO) policy.
  • Health benefits, 401(k) matching up to 4%, monthly gym stipend, and lunch provided every day.
Skills
SalesforceHubSpotGainsightCustomer Success PlatformsCRMAccount ManagementQBRsEBRsSaaSAnalytical Skills
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