Customer Success Executive

Proven experience in Customer Success, Account Management, or Customer Experience roles. Experience preferably within SaaS or AI-driven environments. Ability to analyze data and apply insights to customer success strategies. Experience with customer relationship management tools such as Planhat, or similar. Knowledge of AI implementation is a plus. Experience with technical troubleshooting is a plus. Strong communication skills, ability to explain complex concepts clearly. Proactive and customer-centric mindset. Team-oriented, adaptable, and comfortable in fast-paced environments. Passion for technology, innovation, and artificial intelligence.

Manage ongoing customer relationships and serve as primary point of contact. Conduct Monthly Business Reviews (MBRs) to analyze satisfaction and AI performance. Proactively identify new use cases and communicate product updates. Monitor client accounts for churn risk and develop retention strategies. Conduct adoption workshops and training sessions. Analyze customer feedback and usage data for insights. Collaborate with internal teams to resolve technical issues and provide product feedback. Maintain accurate customer interaction records using Planhat and other CRM tools.