Job Description & How to Apply Below
About
The Opportunity:
We're looking for a CSM who owns their book of business proactively from health, retention, and growth who acts as a strategic advisor to their accounts, not just an administrator of them.
We're hiring someone who is driven to accelerate and expand the value a customer gets, builds the executive relationships that make renewal a non-event, and creates the conditions for growth that Sales then closes.
What Great Looks Like Here:
Own the Relationship:
Value Amplification, not Value Maintenance
Own the Outcome:
Retention and Renewal, End to End
Drive the Engine:
Build the Conditions for Growth
Be the Voice of the Customer:
Cross-Functionally to Deliver Results
Responsibilities:
Own the Relationship
Build and maintain trusted relationships with key stakeholders in each account, including executive sponsors, not just day-to-day users, so account knowledge and influence don't sit with one contact
Guide customers through platform and product changes, ensuring continuity of value and proactive communication ahead of change
Own the Outcome
Own the health, retention, and renewal outcome for your portfolio; proactively identify changes in adoption, risk and value realization, and execute success/triage plans for every account
Drive a proactive touchpoint cadence across the portfolio rather than operating purely in response to inbound requests
Identify and resolve customer-raised issues and friction points before they escalates, owning them through to resolution
Lead structured business reviews that translate usage data into an ROI narrative and specific recommendations; a strategic conversation, not a status update
Drive the Engine
Identify expansion signals through usage patterns and business reviews, and build the business-value case with the customer
Advance qualified expansion opportunities to Sales for close. You own the conditions for growth;
Sales owns the commercial close
Be the Voice of the Customer
Surface adoption themes and feedback patterns to the leadership and Product teams
Coordinate cross-functionally with Sales, Product & Engineering, Support & Professional Services, and Marketing to resolve customer needs and drive advocacy
How Impact Shows Up:
Every account in your portfolio has a documented success plan, refreshed on a regular cadence, aligned to the customer's business objectives showing progress over time
You can point to specific instances where you caught churn risk or built an expansion opportunity before it was flagged by someone else
You can name the key stakeholders in your top accounts, including executive sponsors, and describe the state of those relationships without checking notes
Measurable improvement in portfolio health score over time, the key metric this role is accountable for
What You Bring:
Must Have
Proven ability to independently manage a portfolio of customers including enterprise, mid-market and commercial sized accounts with direct accountability for retention and renewal outcomes
Demonstrated experience building and owning relationships with senior/executive stakeholders, not just operational or user-level contacts
Demonstrated track record of proactively catching and resolving churn risk before it's escalated to you, not just responding once a renewal is already in jeopardy
Experience translating account or usage data into a business-value narrative that resonates with customer executives, not just a usage report
Experience building a qualified expansion opportunity and handing it off cleanly to a sales process
Strong cross-functional operating skills and…
Position Requirements
10+ Years
work experience
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