Remote Customer Success Manager

Summary

The job is for a Customer Success Manager at Blue J’s, a fast-growing B2B SaaS company offering AI-tax research software. The ideal candidate has 5+ years in account management or sales roles, with at least 2+ years focused on relationship management and revenue retention/expansion. The role involves managing a portfolio of accounts, achieving identified revenue and growth targets, proactively reaching out to clients, establishing customer goals, working closely with the sales team, becoming a product expert, training customers, maintaining regular communication with customers, and serving as the main point of contact for support escalations.

Requirements

• 5+ years in account management or sales roles, with at least 2+ years focused on relationship management and revenue retention/expansion
• Exceptional presentation, written and verbal communication skills
• Demonstrated ability to manage a book of business independently
• Strong organizational, analytical, and Project Management skills

Responsibilities

• Managing a portfolio of accounts and becoming a trusted advisor to customers
• Achieving identified revenue and growth targets
• Proactively reaching out to cultivate relationships with clients & decision makers to ensure retention and promote expansion
• Establishing and measuring customer goals
• Working closely with the sales team to identify expansion opportunities
• Becoming a product expert and addressing customer inquiries
• Training customers on how to use Blue J platforms, ensuring delivery of value to the customer portfolio
• Maintaining a regular cadence of communication with customers and serve as the main point of contact for support escalations

Preferred Qualifications

Ideally, some experience with and desire to work in an agile, start-up/scale-up environment - a growth mindset is essential

Benefits

• Competitive base salaries and stock options
• Opportunity to work at a growing organization and play a meaningful role in expansion
• Work with and learn from team leaders with a proven track record of success in B2B SaaS and start up marketing
• An amazing team, mission-driven and motivated by success, but friendly, collaborative, and caring
• Start-up perks such as pickleball, a safe space to be yourself at work, and opportunities for career growth
• Healthy work/life balance and colleagues who respect it
• Great benefits package that covers you and your whole family