Demo

Senior Customer Success Manager

LeanData
Santa Clara, CA Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/17/2025
LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.

We are seeking a Senior Customer Success Manager to empower our customers to achieve their business objectives using our SaaS platform. This role will report to our Senior Director of Enterprise CSM and requires a strong technical understanding of SaaS products, with deep expertise in Salesforce.

As a Senior CSM, you will act as a strategic partner, leveraging your Salesforce knowledge to guide adoption, enablement, and growth initiatives while delivering measurable value for our customers.

What You’ll Be Doing

  • Manage a book of business amongst our enterprise customers
  • Build and nurture relationships with Key Executive Stakeholders
  • Leverage your deep knowledge of Salesforce & revenue process to guide customers in optimizing integrations and workflows within LeanData
  • Deliver on our mission of “Making Everyone an OpsStar,“ creating an experience that transcends the standard customer-vendor relationship
  • Be a trusted advisor to end-users, ensuring clients derive maximum value from their investment
  • Develop strategic plans to effectively and efficiently move existing clients to their desired outcomes (retention) and grow revenue (upsell), or prospect into new departments (cross-sell).
  • Identify risks to the customer achieving their stated business goals and work with the account team to build a risk mitigation plan or escalate as needed
  • Lead projects from implementation to business results, leveraging partners, internal and client resources to get things done
  • Monitor customer usage data, health indicators, renewal dates and growth opportunities and translate into strategies for success
  • Turn LeanData clients into life-long advocates

Requirements

  • 4-6 years of work experience in Management Consulting, Customer Success, Technical Account Management and/or revenue operations
  • Deep expertise in revenue process and Salesforce
  • Experience managing enterprise clients
  • Impressive executive presence and communication abilities
  • Ability to navigate customer organizational structures to identify and build relationships with stakeholders
  • Ability to develop strategies on assigned accounts that lead to the adoption of existing technology solutions and new capabilities as they launch
  • Proven experience in quickly grasping and distinctly explaining technological and business concepts

Bonus Points If You Have

  • Domain expertise and industry best practices in Sales or Marketing
  • Expertise in Sales Engagement and Marketing Automation platforms
  • Proven experience working in an evolving, high growth environment

Why Work At LeanData

  • LeanData covers employee insurance premiums up to 90%
  • Stock options in LeanData for all full-time employees
  • Flexible PTO
  • 401K plan

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Hired Organization Address Santa Clara, CA Full Time
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