Define and execute the overall client success strategy, ensuring alignment with company goals for retention, expansion, and customer satisfaction.
Build scalable processes and frameworks to manage client success efficiently, emphasizing client health metrics, renewal rates, and upsell opportunities.
Ensure the team meets or exceeds targets for Logo, Gross, and Net Retention; maximize Net Retention through proactive account management, product adoption, and strategic expansion.
Develop consistent training and process materials for teams to create high consistency across the team; foster a high-performing team by coaching, mentoring, and providing regular feedback.
Advance and maintain strategic partnerships with high-value clients and develop multi-threaded relationships within accounts.
Create processes for impactful quarterly and annual client meetings focused on product adoption, upselling, and cross-selling.
Own CS operating cadence: run monthly renewal/expansion risk reviews, maintain an early-warning risk pipeline, and publish a monthly forecast vs. actual with mitigation plans by segment.
Standardize success plans and executive alignment, requiring written success plans for strategic accounts and establishing QBR/EBR rhythms with named executive sponsors.
Own monthly client success forecasting in partnership with senior leadership.
Partner with senior leadership to integrate customer feedback into company-wide strategies; map customer journey and lifecycle management to improve net retention and satisfaction.
Lead hiring, onboarding, and professional development for Client Success Managers; establish and monitor team KPIs and performance reviews.
Analyze and optimize client engagement strategies and streamline onboarding handoffs, customer training, and engagement.
Drive renewal and retention processes by identifying at-risk clients and implementing churn mitigation strategies.
Partner with sales to identify cross-sell and upsell opportunities; own team-level upsell and expansion revenue targets.
Establish and maintain data hygiene best practices in CRM tools (e.g., Salesforce) and develop executive-level reporting on client success metrics.
Create and implement processes for collecting, analyzing, and acting on customer feedback to inform product, marketing, and sales strategies.
Serve as the primary advocate and escalation point for high-impact client issues; other duties as assigned.
Requirements
Proven track record of success in a senior client success, account management, customer support, or customer experience leadership role, preferably in a SaaS or technology environment.
Exceptional leadership skills with experience managing and scaling client-facing teams.
Deep understanding of customer success metrics and methodologies with a results-driven mindset.
Strong communication and interpersonal skills, with the ability to influence and align stakeholders at all levels.
Expertise in CRM systems (e.g., Salesforce) and tools for managing customer health, engagement, and retention.
Analytical thinker with a strong ability to translate data into actionable insights and strategies.
Collaborative mindset, capable of working across departments to deliver exceptional client outcomes.
Familiarity with the construction industry and operational challenges is a plus.
Minimum Experience: Manager/Supervisor
Benefits
US base salary $100,000-$135,000 + commissions
OTE (base + commissions) $175,000; top performers can exceed OTE
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