Customer Success Lead

Banyan Software•Atlanta, GA

About The Position

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC. The Role Own expansion revenue for Teamup, the calendar trusted by over 5 million users that helps businesses organize schedules, resources and teams for efficient operations at any scale. You build the systems that identify the accounts that should move upmarket, then sell into them: high-velocity, consultative, and light-touch, helping customers solve their problems better with Teamup. This is a doer role on a flat team. The Opportunity ● Build the commercial playbook from scratch for a beloved platform of 5 million monthly active, highly engaged users: the signals, the plays, the motions, and the systems that become how the company predictably expands

Requirements

5+ years in expansion sales, account management, or customer success at a product-led SaaS company
A track record of carrying and hitting an expansion or retention revenue target
Deep product fluency: you learn tools fast, demo live, and answer hard questions without a solutions engineer
Experience building lightweight commercial systems that work at scale: signals, playbooks, CRM discipline

Nice To Haves

You build with AI every day because you want to, and the systems you create are AI-first from the start
You sell because you like helping customers solve problems, and you build systems so that help reaches every account
You want the whole number: finding the account, closing the upgrade, and building the machine that makes it repeatable

Responsibilities

Build the AI-powered systems that do not exist yet: account signals, upgrade triggers, and the playbooks
Identify the problems we can solve and the accounts that should move upmarket, then sell into them by video call, in-app, and email
Build onboarding for high-potential customers and the activation motion that turns them into durable long-term customers
Develop predictable, reliable systems to spot and close upsells inside everyday customer interactions
Build a feedback loop into our AI onboarding experience
Turn successful customers into advocates: referrals, reviews, and stories that feed the flywheel