What are the responsibilities and job description for the Customer Success Lead position at Westfield Insurance?
About Us
JOB DESCRIPTION
TakeUp, LLC is revolutionizing revenue optimization for hospitality with a daring approach to pricing. Using AI and machine learning, TakeUp empowers independent operators to unlock maximum revenue potential through pricing courageously—day in, day out. Seamlessly integrated with top Property Management Systems, our platform replaces traditional rate-setting constraints with data-driven confidence, delivering an impressive 10-15x ROI.
The Opportunity
TakeUp is looking for a Customer Success Lead with expertise in revenue management to drive outcomes, lead a team, and directly manage key client accounts. In this role, you’ll combine strategic leadership with hands-on execution, ensuring our customers maximize their revenue potential through data-driven insights and best-in-class service.
If you’re a customer success leader with a deep understanding of revenue optimization, a passion for developing talent, and the ability to directly manage customer portfolios, this is your opportunity to make a meaningful impact at a fast-growing SaaS company.
What You'll Do
As Customer Success Lead, you’ll play a pivotal role in shaping TakeUp’s customer success and revenue management strategies. You’ll lead a small but mighty team of Revenue Strategists while also taking on direct client responsibilities to ensure success at every level.
We’re looking for a leader who is equally comfortable managing people and rolling up their sleeves to solve complex problems. You are a results-oriented, data-savvy strategist with a passion for driving success for your clients and your team.
At TakeUp, we believe in empowering our people to make a difference. As the Customer Success Lead, you’ll have the autonomy to shape your team and the strategies that drive customer and company success. Join a collaborative, innovative environment where your contributions will be recognized and rewarded.
Ready to take the lead in revenue strategy? Apply now and let’s grow together!
Travel
This role is remote or hybrid, based on your location. While flexibility is key, we also value in-person connections. Whether you're remote or hybrid, travel may be needed for customer discovery, team building, and/or networking.
Compensation & Benefits
We offer a competitive salary, incentive program, pension, and a comprehensive benefits package.
About Us
Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd’s of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4 billion and more than $10 billion in assets.
Equal Opportunity Employer
United States: All applicants receive consideration for employment without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, or status as a protected veteran.
United Kingdom: Westfield is committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
JOB DESCRIPTION
TakeUp, LLC is revolutionizing revenue optimization for hospitality with a daring approach to pricing. Using AI and machine learning, TakeUp empowers independent operators to unlock maximum revenue potential through pricing courageously—day in, day out. Seamlessly integrated with top Property Management Systems, our platform replaces traditional rate-setting constraints with data-driven confidence, delivering an impressive 10-15x ROI.
The Opportunity
TakeUp is looking for a Customer Success Lead with expertise in revenue management to drive outcomes, lead a team, and directly manage key client accounts. In this role, you’ll combine strategic leadership with hands-on execution, ensuring our customers maximize their revenue potential through data-driven insights and best-in-class service.
If you’re a customer success leader with a deep understanding of revenue optimization, a passion for developing talent, and the ability to directly manage customer portfolios, this is your opportunity to make a meaningful impact at a fast-growing SaaS company.
What You'll Do
As Customer Success Lead, you’ll play a pivotal role in shaping TakeUp’s customer success and revenue management strategies. You’ll lead a small but mighty team of Revenue Strategists while also taking on direct client responsibilities to ensure success at every level.
- Client Success: Work directly with customers to analyze data, develop revenue strategies, and implement solutions that maximize their success.
- Leadership & Development: Manage, mentor, and grow a team of Revenue Strategists, fostering a culture of excellence and collaboration.
- Strategic Oversight: Develop and execute revenue optimization plans aligned with TakeUp’s goals and customer needs, while directly managing a client portfolio to enhance pricing, forecasting, and overall revenue strategies through data-driven insights.
- Cross-Functional Collaboration: Partner with Sales, Product, and Marketing teams to identify opportunities for growth and deliver best-in-class service.
- Data-Driven Insights: Use analytics to monitor performance, identify trends, and guide decision-making for both the team and individual clients.
- Hands-On Contribution: Balance leadership duties with active involvement in customer engagements, serving as a trusted advisor to our partners.
We’re looking for a leader who is equally comfortable managing people and rolling up their sleeves to solve complex problems. You are a results-oriented, data-savvy strategist with a passion for driving success for your clients and your team.
- Experience: 5 years in customer success or revenue management, ideally within a SaaS company, and 2 years in a leadership or management role.
- Industry Expertise: Direct experience in hotel revenue management that can be leveraged to develop and implement best practices, ensuring both property owners and the team stays ahead in a dynamic hospitality market.
- Customer Success Expertise: Previous titles like Manager of Customer Success or a related role indicate your ability to ensure customer satisfaction and loyalty.
- Leadership Skills: Proven ability to mentor and lead a team while achieving both team and individual goals.
- Revenue-Focused: Strong understanding of revenue management principles and strategies, with a track record of driving measurable outcomes.
- Analytical Thinker: Comfortable interpreting data and analytics to inform strategies and guide decision-making.
- Effective Communicator: Strong verbal and written communication skills to build trust with both customers and team members.
- Team Player: Collaborative mindset with the ability to work cross-functionally to achieve shared goals.
At TakeUp, we believe in empowering our people to make a difference. As the Customer Success Lead, you’ll have the autonomy to shape your team and the strategies that drive customer and company success. Join a collaborative, innovative environment where your contributions will be recognized and rewarded.
Ready to take the lead in revenue strategy? Apply now and let’s grow together!
Travel
This role is remote or hybrid, based on your location. While flexibility is key, we also value in-person connections. Whether you're remote or hybrid, travel may be needed for customer discovery, team building, and/or networking.
Compensation & Benefits
We offer a competitive salary, incentive program, pension, and a comprehensive benefits package.
About Us
Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd’s of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4 billion and more than $10 billion in assets.
Equal Opportunity Employer
United States: All applicants receive consideration for employment without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, or status as a protected veteran.
United Kingdom: Westfield is committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
