2-3 years of experience in Customer Success/Account Management roles
Have explicit, 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
Here’s 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 customer’s perspective internally while balancing business priorities