About the role

  • 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

Job title

Client Success Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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