What are the responsibilities and job description for the Senior Customer Success Manager position at LeanData?
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
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
- 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
- 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
- LeanData covers employee insurance premiums up to 90%
- Stock options in LeanData for all full-time employees
- Flexible PTO
- 401K plan