Customer Success Manager - Sales Focused

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Requirements:

• 1-2 years of experience in Customer Success or Account Management, with at least 1 year in a sales-driven role at a SaaS company.
• Proven ability to identify opportunities for seat expansion and product upgrades.
• Empathetic communicator able to explain complex concepts clearly via phone, video calls, and email.
• Comfortable with customer data analysis tools and CRM systems, ideally HubSpot and ChurnZero.
• Detailed-oriented, capable of tracking client interactions and next steps in the CRM.

Responsibilities:

• Own client relationships post-onboarding with a focus on sales growth and seat expansion.
• Make a minimum of 30 outbound calls per day to drive upgrades and product usage.
• Conduct regular client check-ins and identify opportunities for feature adoption.
• Analyze customer data to translate insights into actionable strategies for growth.
• Collaborate with departments to ensure clients have necessary resources.
• Communicate customer feedback to the product team to enhance client satisfaction and retention.