Client Success Manager responsible for customer retention and account growth for SaaS offerings. Building relationships, upselling, and ensuring seamless post-sale experience with clients.
Responsibilities
Serve as the primary post-sale contact for assigned clients, guiding them through onboarding and adoption.
Represent the client’s voice internally to ensure consistent delivery and experience standards.
In partnership with Account Managers, proactively manage renewals to maintain and improve customer retention and net revenue retention (NRR).
Identify and execute upsell and cross-sell opportunities based on client needs and usage patterns.
Collaborate with Sales and Marketing to develop account expansion strategies aligned with ARR goals.
Conduct quarterly business reviews (QBRs) to assess progress, communicate ROI, and present opportunities for increased value.
Assist new clients during onboarding to ensure successful implementation and adoption milestones are achieved.
Partner with the Product team to relay client feedback and inform roadmap priorities.
Analyze client health reporting metrics and engagement data to anticipate risks and drive proactive outreach.
Maintain accurate records in CRM and Customer Success tools to forecast renewals and expansion revenue.
Requirements
Bachelor’s degree or equivalent experience.
5+ years of experience in Customer Success, Account Management, or Strategic Sales within a SaaS environment.
Proven record of driving renewals and expansion in subscription-based business models.
Familiarity with CRM platforms and Customer Success platforms; experience with HubSpot and/or Vitally a plus.
Experience in the Pharma/Life Sciences industry a plus
Benefits
Competitive salary and benefits
Ample paid time off – 5 weeks PTO (pro-rated in 1st year), 6 paid holidays plus winter break between 12/26 and 1/1
Dynamic and convenient office location – unlimited snacks, casual dress code, covered parking and gym on site
Open communication and a commitment to fostering teamwork across the organization
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