We Are the Perfect Match If You
- 2-3 years of experience in Customer Success/Account Management roles
- Have clear, confident, and polished communication written and verbal
- Have a strong analytical mindset with comfort in data-driven conversations
- Have ability to structure and drive projects by setting milestones, tracking progress, coordinating stakeholders, and ensuring clients achieve their defined goals.
- Are experienced running executive-level business reviews and outcome discussions
- Have a commercial acumen with proven upsell / cross-sell exposure
- Have experience in SaaS, fintech, or B2B technology platforms
- Are able to manage multiple accounts, priorities, and stakeholders simultaneously
- Are calm, composed, and solution-oriented in complex stakeholder environments
- Are able to move things forward through credibility, clarity, and collaboration
Heres What Your Day Will Look Like
- Deeply understand client businesses, success metrics, and evolving priorities
- Lead QBRs with data-backed insights, performance trends, and growth recommendations
- Identify and execute upsell and cross-sell opportunities through consultative value positioning
- Influence outcomes by collaborating effectively with Product, Tech, Sales, and Operations without formal authority
- Proactively anticipate risks and resolve issues before they become escalations
- Represent the customers perspective internally while balancing business priorities
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