Mandatory:
- Senior Customer Solution/Tech implementation consultant/ Success & Solutions / Founder's Office / Ex-founder
- Mandatory (Experience 1): Must have minimum 4+ years of experience in Customer Success, Solutions, Product Operations, or Post-Sales product implementation roles - preferably in complex B2B SaaS, ERP for USA clients
- Mandatory (Experience 2): Must have strategic thinking and project management capability, with the ability to own post-sales strategy, customer operations, and success enablement independently.
- Mandatory (Experience 3): Must have strong external CXO-level communication experience - including stakeholder management, business reviews, solution discussions, reporting etc
- Mandatory (Experience 4): Must have worked in startup or operator-style environments - demonstrating hands-on problem solving, building processes from scratch, and driving measurable outcomes across cross-functional teams
- Mandatory (Company): Startup or B2B SaaS
- Mandatory (Graduation year): 2016 onwards
- Mandatory (Implementation): Must have strong experience in software/tech/Solution implementation for complex B2B SaaS
Preferred:
Note: This is not a leadership role currently but will become with time
Job Specific Criteria:
Are you open to work in US timings (4/5:00 PM - 3:00 AM) - to target the US market?
Please provide CTC Breakup (Fixed + Variable)?
About the Role:
- We're an early-stage, high-growth SaaS company that has achieved strong product-market fit and is now scaling globally. As we expand, we're building our Customer Success & Solutions function to ensure our customers experience unmatched value - from pre-sales through go-live to ongoing success.
- We're looking for a Senior Customer Success & Solutions Leader who can balance hands-on execution with strategic thinking, helping us define what "world-class customer experience" looks like.
- If you're looking for a role where you can create the playbook, lead customer outcomes, and shape a global customer success motion from scratch - we'd love to hear from you.
Key Responsibilities:
Pre-Sales & Solutions:
- Engage directly with prospective clients to deeply understand their business needs, workflows, and success metrics.
- Build and deliver custom demos, proof-of-concepts, and sandboxes tailored to client requirements.
- Partner closely with the sales and product teams to align proposed solutions with the platform's capabilities.
Pilot & Onboarding:
- Own the end-to-end customer onboarding journey from kickoff to launch.
- Proactively identify and eliminate adoption barriers; ensure successful and timely go-lives.
- Act as the customer's guide through the technical setup, integrations, and product training.
Post Go-Live Success:
- Continuously monitor customer health scores, engagement levels, and satisfaction.
- Identify opportunities for upselling, expansion, and product adoption growth.
- Collaborate with Product & Engineering to resolve customer issues, track bugs, and ensure seamless delivery of new features.
Client Relationships & Advocacy:
- Be the trusted advisor for customers, driving long-term relationships and retention.
- Maintain transparent and proactive communication to manage expectations and outcomes.
- Gather and share structured customer feedback to influence product direction.
- Bridge to Product & Engineering
- Translate customer pain points into actionable insights and product improvement ideas.
- Work cross-functionally with internal teams to ensure customer requirements are prioritized effectively.
- Communicate upcoming releases and feature changes to customers, ensuring a smooth transition.
- Documentation & Knowledge Management
- Create, maintain, and improve internal and customer-facing documentation, including guides, FAQs, videos, and playbooks.
- Build a scalable knowledge repository to streamline client onboarding and support.
Cross-Functional Collaboration:
- Work with Sales, Marketing, and Operations teams to drive customer-centric decision-making.
- Participate in key customer meetings, QBRs, and executive-level discussions.
- Support business development efforts by contributing customer stories, case studies, and testimonials.
Ideal Candidate Profile:
Must-Have Qualifications:
- 4+ years of experience in Customer Success, Solutions Engineering, or Client-Facing SaaS roles.
- Proven ability to manage customer relationships across pre-sales, onboarding, and post-launch stages.
- Strong analytical and problem-solving skills with a structured, data-driven mindset.
- Excellent verbal and written communication skills - able to present confidently to both technical and business audiences.
- Comfortable working in US time zones (~3:30 AM IST) for real-time collaboration with customers.
- Highly empathetic, proactive, and passionate about delivering value to customers.
- Entrepreneurial mindset: thrives in ambiguity, loves building from zero, and takes ownership end-to-end.
Preferred Qualifications:
- Technical background (Computer Science, Engineering, or equivalent experience).
- Familiarity with accounting, billing, revenue recognition, or finance operations workflows.
- Basic understanding of coding or APIs for advanced customer integrations.
- Experience with CRM, onboarding, and customer success tools such as HubSpot, Intercom, Notion, or Gainsight.
What We Value:
- Empathy first: Deeply understand customer pain points and make their goals your mission.
- Ownership mindset: Take initiative, be accountable, and drive measurable outcomes.
- Team over ego: Collaborate openly and celebrate collective wins.
- Bias for action: Move fast, learn fast, and iterate continuously.
- Sense of humor: We work hard, but don't take ourselves too seriously.
Perks & Benefits:
- Competitive salary + performance-based incentives
- ESOPs for full-time employees
- Fully remote role (aligned with US time zones)
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