Position Details

Type Full-Time

Experience mid

Exp. Years 2–3 years

Education Bachelor’s degree or equivalent

Category Customer Success & Support

About this role

This role involves managing a portfolio of SaaS clients, ensuring successful onboarding, adoption, and long-term value realization, while identifying growth opportunities and maintaining high customer satisfaction.

Key Responsibilities

Manage customer relationships
Drive onboarding and adoption
Identify upsell opportunities
Conduct business reviews
Ensure customer retention

Technical Overview

The position requires proficiency with CRM tools like Salesforce and HubSpot, and familiarity with data analytics and customer data platforms to support customer success initiatives.

Ideal Candidate

The ideal candidate is a customer success professional with 2-3 years of experience managing SaaS accounts, proficient in CRM platforms like Salesforce and HubSpot. They are strategic, customer-focused, and skilled at driving adoption and retention in a remote setting.

Must-Have Skills

2–3 years of experience in Customer Success or Account ManagementProficiency with CRM platforms like Salesforce and HubSpotExperience with data/analytics solutionsManaging multiple accountsDriving customer outcomes

Nice-to-Have Skills

Experience in financial services or marketingKnowledge of customer data platformsUnderstanding of data management concepts

Tools & Platforms

SalesforceHubSpot

Required Skills

Customer SuccessAccount ManagementCRMSalesforceHubSpotdata platformsanalyticscustomer dataretentionupsell

Hard Skills

Customer SuccessAccount ManagementCRMSalesforceHubSpotData PlatformsData AnalyticsCustomer Data PlatformsData ManagementSegmentationPersonalizationReal-time Decisioning

Soft Skills

CommunicationPresentation SkillsCustomer FocusProblem SolvingRelationship BuildingStrategic Thinking

Industry & Role

Industry SaaS

Job Function Support customer success and retention in SaaS environment

Role Subtype Customer Success & Support

Tech Domains Salesforce, HubSpot, Data Engineering, Data Analytics

Keywords for Your Resume

Customer Success ManagerAccount ManagementCRMSalesforceHubSpotData PlatformsData AnalyticsCustomer Data PlatformsData ManagementSegmentationPersonalizationReal-time DecisioningCustomer RetentionUpsellCross-sellClient SuccessSaaSdata analyticscustomer retentionupsellcross-sellclient success

Deal Breakers

Lack of experience in SaaS customer success, No proficiency with Salesforce or HubSpot, Inability to manage multiple accounts, No experience with data/analytics solutions

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