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Customer Success Manager managing strategic client relationships for Octadesk's SaaS platform. Focusing on client satisfaction and upselling opportunities while collaborating with internal teams.
About the role
- Manage and grow a portfolio of interior designers, architects, and trade buyers through high-touch consultative sales.
- Lead the full sales cycle, from discovery and product curation to quoting, negotiation, and project execution.
- Identify upsell, cross-sell, and reactivation opportunities to drive incremental revenue across categories.
- Act as a trusted advisor, understanding each client’s unique needs, project timelines, and aesthetic preferences.
- Deliver exceptional customer service, becoming a go-to partner for sourcing luxury lighting, furniture, and décor.
- Engage in outbound and inbound activities via San Francisco based Design Gallery, phone call, email, and chat.
- Create and execute account strategies that align with client goals and Lumens’ business objectives.
- Maintain a proactive and organized pipeline, using CRM tools to track touchpoints, forecast sales, and prioritize outreach.
- Coordinate closely with internal teams to ensure seamless order processing and project delivery.
Requirements
- 5+ years of B2B sales experience, preferably in the design, furnishings, or luxury goods space.
- Proven track record of building client relationships, growing revenue, and managing large, multi-product deals ($100K+).
- Understanding of the design industry, including sourcing cycles and procurement behaviors.
- Familiarity with interior design projects across residential, hospitality, or commercial segments.
- Strong organizational skills with proficiency in Salesforce (or other CRM), sales reporting, and project tracking tools.
- Experience navigating a high-growth, e-commerce-driven environment.
Benefits
- access to health benefits
- 401k
- 3 weeks annual paid time off
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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