Customer Success Manager - Commercial

Lob
$70,000 - $80,000Remote

About The Position

Lob is transforming the direct mail industry by bringing technology and modern logistics to a traditionally manual channel. We are seeking a Customer Success Manager to manage a high volume of customer relationships, focusing on renewals and growth within our SMB/MM customer base. This role is crucial for retaining and expanding customer accounts, ensuring customer satisfaction, and contributing to Lob's customer-centric culture.

Requirements

  • 3-5 years of Enterprise experience in SaaS renewals, account management, customer success, and sales.
  • Experience with a high volume Book of Business (100+ customers).
  • Proven skill with juggling multiple renewals in a given quarter while maintaining strong attention to detail.
  • Ability to communicate, present to, and influence key stakeholders at all levels of the customers’ organization, including executive and C-level.
  • Lifecycle marketing, driving engagement and product adoption driving idea customer behavior via scaled engagements.
  • Proven track record implementing programmatic solutions and automation.
  • Ability to listen to the customer and translate their business needs into a personalized consultation.
  • Significant level of comfort interacting with a high volume of customers, over a variety of mediums (phone, email, webinars).
  • Self-starter who has fresh ideas when it comes to growing customer engagement.
  • Great prioritization skills and ability to execute on customer-facing activities.
  • Track record of successfully iterating programs to achieve goals and ability to make changes on the fly and continuously improve processes.
  • Highly data-driven and intrigued by the challenge of delivering an awesome Lob experience to hundreds of customers.
  • Strong numeracy skills.
  • Value-based selling skills.
  • Advanced problem-solving skills and verbal and written communication skills.
  • Excellent listening, negotiation, and presentation abilities.
  • Familiarity with Salesforce and ChurnZero (or similar Customer Success platform) strongly preferred.
  • Consistent track record of achieving personal and team goals.
  • Gratitude, a sense of purpose, and a kind and generous demeanor are a must!

Nice To Haves

  • Experience in the marketing automation software and/or and direct mail experience are a plus.

Responsibilities

  • Manage a high volume book of business and lead the renewals process to retain and grow customer relationships.
  • Actively manage SMB/MM accounts, working directly with key decision-makers to identify requirements and uncover roadblocks.
  • Maintain and report an accurate rolling annual forecast of renewals.
  • Negotiate and execute renewal contracts in partnership with Legal and Finance.
  • Discover and identify upsell/cross-sell opportunities using analytical tools upon contract renewal.
  • Manage post-sales activity for SMB/MM customers through various touch points.
  • Collaborate cross-functionally to mitigate churn and identify expansion opportunities.
  • Meet with clients to establish strong relationships and solidify their Direct Mail programs with Lob.
  • Create and send renewal agreements to customers at least 90 days in advance.
  • Accurately maintain a running forecast of the portfolio and communicate risk and growth opportunities.
  • Proactively identify and flag churn risk and work with the broader account team to mitigate.
  • Develop and execute end-to-end programs focused on driving product adoption that lead to retention or expansion.
  • Demonstrate high-touch and one-to-many tactics with customers to drive positive outcomes and articulate value.
  • Connect with customers via scalable channels (email, webinars, etc.) to help solve problems.
  • Develop, test, and iterate on scaled playbooks and engagement strategies.
  • Analyze customer data to build and execute engagement strategies within the customer portfolio.
  • Bring the voice of the customer to partner with Revenue, Product & Engineering, and Finance teams.

Benefits

  • Base salary
  • Variable compensation
  • RSUs (Restricted Stock Units)
  • Competitive benefits
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