Customer Success Manager - Upsell
About The Position
What you'll do to make an impact: Develop and implement comprehensive account strategies to maximize revenue and profitability from assigned accounts Identify upsell and cross-sell opportunities, and manage account growth. Cultivate and maintain strong relationships with senior-level customer stakeholders, fostering trust and credibility Conducting regular check-ins and meetings with assigned accounts Proactively identify and mitigate potential risks or issues that may impact client satisfaction and retention What will make you stand out: 1–2 years of experience in account management, sales, or a customer-facing role, preferably within a SaaS or technology environment. Proven ability to manage a high volume of accounts while maintaining quality and achieving targets. Strong activity management skills, with the ability to prioritise tasks and maximise productivity in a fast-paced environment. Exceptional communication and relationship-building skills, with the ability to engage stakeholders at all levels. Knowledge of SaaS sales metrics and processes, including expansion and retention strategies. What's in it for you: The opportunity to join PlanHub, named to the 2025 Inc. 5000 list of America’s fastest-growing private companies, marking our fifth consecutive year on the list—a testament to sustained growth and momentum. You can make an immediate impact as PlanHub moves to dominate the industry! PlanHub Offers: An awesome culture where you will be empowered, make an impact, and learn a ton. Open time-off policy. An excellent benefit package, including medical, dental, vision and life insurance. 401(k) plan with company match. This role offers a base salary of up to $60,000 per year, depending on experience. It also includes a monthly performance-based bonus, earned by meeting variable targets. Bonuses are calculated and paid out each month, with total on-target earnings (OTE) expected to range between $110,000 - $120,000 annually. This position will be a remote position within the United States. Applicants must be authorized to work for any employer within the United States. We are unable to sponsor or take over sponsorship of an employment Visa at this time. PlanHub is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws. PlanHub complies with all applicable laws governing nondiscrimination in employment in every location in which the company operates. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, training, and development
Requirements
- 1–2 years of experience in account management, sales, or a customer-facing role, preferably within a SaaS or technology environment.
- Proven ability to manage a high volume of accounts while maintaining quality and achieving targets.
- Strong activity management skills, with the ability to prioritise tasks and maximise productivity in a fast-paced environment.
- Exceptional communication and relationship-building skills, with the ability to engage stakeholders at all levels.
- Knowledge of SaaS sales metrics and processes, including expansion and retention strategies.
Responsibilities
- Develop and implement comprehensive account strategies to maximize revenue and profitability from assigned accounts
- Identify upsell and cross-sell opportunities, and manage account growth.
- Cultivate and maintain strong relationships with senior-level customer stakeholders, fostering trust and credibility
- Conducting regular check-ins and meetings with assigned accounts
- Proactively identify and mitigate potential risks or issues that may impact client satisfaction and retention
Benefits
- An awesome culture where you will be empowered, make an impact, and learn a ton.
- Open time-off policy.
- An excellent benefit package, including medical, dental, vision and life insurance.
- 401(k) plan with company match.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
