Senior Customer Success Manager

RocketlaneLehi, UT
18h

About The Position

Rocketlane is a fast-growing, innovative SaaS company making waves in customer onboarding and professional services automation. Our mission? To empower B2B companies with a smooth, consistent, and efficient way to onboard customers and manage client projects—reducing chaos and boosting customer satisfaction across industries. We’re a close-knit team of over 100 passionate professionals, all focused on building a product that teams love to use. Our journey has been fueled by $45M in funding from top investors, including 8VC, Matrix Partners, and Nexus Venture Partners. The CSM will play a key role in ensuring customers derive maximum value from the product to help Rocketlane emerge as the default choice in its product category. In this high-impact role, you'll get to:

Requirements

  • 10+ years of overall experience with at least 4 years experience in a CS role, preferably in early-stage startup(s)
  • Ability to apply a good mix of strategic and analytical thinking, business acumen, operational discipline, and strong communication and collaboration skills
  • A proactive go-getter capable of getting hands dirty and going from idea to execution and pushing the organization to change
  • Experience in having a data-driven approach, optimizing for the right parameters on the go, and having strong execution capabilities
  • Proven track record  in managing multiple stakeholders, identifying key customers, and cross-org collaboration
  • An open mindset to build and execute with geographically distributed teams from the ground up that consistently deliver outstanding results

Nice To Haves

  • Strong knowledge of relevant CS tools/technologies shall be a plus

Responsibilities

  • Craft and execute on cohesive CS playbooks for key stages across the customer lifecycle such as upcoming renewals, QBRs/EBRs, customers with low health scores, churn/downgrade risk accounts, etc.
  • Engage strategically with large customers around their goals and objectives and deliver best practices and solutions that will help them accomplish their objectives
  • Drive expansion and retention
  • Plan strategically and execute on new initiatives/campaigns, to identify gaps in product usage/adoption across mid-market  and Enterprise customer segments and course-correct as conditions warrant
  • Monitor and closely track product adoption, usage, and overall customer health and deliver findings to the leadership team
  • Maintain and monitor key metrics across customer segments including NRR, renewals, churn rates, NPS, etc.
  • Proactively assess customer goals and needs, and have a consultative approach to facilitate their success with the product
  • Be highly creative in devising campaigns that inform and educate and engage customers on the latest product features
  • Have an experimental and iterative approach to generate a continual and qualified pipeline of renewals
  • Proactively identify and assess expansion opportunities

Benefits

  • Comprehensive medical, dental, and vision coverage for full-time employees and their dependents.
  • Industry-first HSA benefits.
  • Flexible Time Off
  • Generous 401(k) match to support your financial future.
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