Customer Success Lead, Enterprise

Inactive
United StatesFull-TimeLead
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Salary not disclosed
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Job Details

Experience
4–7 years
Required Skills
SalesforceAccount ManagementSaaSHubSpot

Requirements

  • 4–7 years of experience in B2B Customer Success, Account Management, or similar roles within SaaS, legal tech, healthcare tech, or workflow platforms.
  • Proven success managing enterprise accounts with strong retention, expansion, and net revenue retention performance.
  • Strong executive communication skills with experience leading QBRs and engaging senior stakeholders.
  • Highly structured and process-oriented mindset with experience building repeatable customer success frameworks.
  • Strong ability to identify expansion signals and translate them into measurable revenue opportunities.
  • Experience working with CRM or customer success tools such as Salesforce, HubSpot, Gainsight, or similar platforms.
  • Comfortable operating in early-stage, high-growth environments requiring initiative and autonomy.
  • Strong organizational skills with the ability to manage multiple complex enterprise relationships simultaneously.

Responsibilities

  • Own a portfolio of enterprise customers post-sale, building strong executive relationships and ensuring long-term account health and value realization.
  • Lead structured onboarding programs, including platform training, workflow integration, and first-use activation to ensure rapid customer adoption.
  • Conduct regular business reviews and executive check-ins to evaluate performance, uncover opportunities, and address friction points.
  • Monitor account health metrics, maintain detailed documentation, and proactively manage at-risk accounts with recovery strategies.
  • Drive expansion within existing accounts by identifying upsell opportunities across volume, service lines, and organizational footprint.
  • Act as the voice of the customer internally, relaying structured feedback to product, operations, and leadership teams.
  • Develop and refine scalable customer success playbooks for onboarding, renewals, QBRs, and escalation management.
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