Sr. Customer Success Manager - Data Solutions

New
P
PropelusHealthcare SaaS
Remote - USFull-TimeSenior
Salary not disclosed
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Job Details

Required Skills
RESTful APIsHubSpot

Requirements

  • Proven track record in B2B SaaS Customer Success managing enterprise-level accounts.
  • Direct experience in Professional Background Verification, Identity Compliance, or Workforce Credentialing.
  • Familiarity with the high stakes of managing sensitive consumer data and primary source information (e.g., knowledge of FCRA, NCQA, or similar regulatory standards).
  • Experience launching or scaling a new product line as a founding CSM.
  • Comfortable with APIs and technical troubleshooting.
  • Ability to explain technical API challenges and their business impact to C-suite stakeholders clearly and effectively.
  • Adept at synthesizing customer behavior and friction points into strategic insights for Product teams.
  • Enjoy building workflows from scratch and finding ways to make teams more efficient.
  • Proficiency with CS platforms (like Gainsight).
  • Proficiency with CRMs (like HubSpot).

Responsibilities

  • Act as the primary advisor for high-value data customers, using knowledge of identity compliance and verification data.
  • Lead the integration process for customers using REST-based APIs, ensuring quick and correct connection.
  • Work with Customer Success Leadership to create and standardize workflows for Support and Professional Services.
  • Handle the full commercial lifecycle, including negotiating renewals and identifying expansion opportunities.
  • Take a hands-on approach to account health by resolving technical support tickets and facilitating escalations to the Dev team.
  • Recognize when technical tasks should be transitioned to dedicated Support or PS teams and design workflows for seamless hand-offs.
  • Turn customer feedback into clear, actionable requests for the Product team to improve product-market fit.
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