Customer Success Manager – Expansion

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of a $50K/month expansion target from the outset.

• Identify upsell and cross-sell opportunities within an established portfolio.

• Safeguard accounts through robust adoption and timely renewals.

• Manage the post-sale customer experience from onboarding and activation to adoption, renewals, and growth.

• Act as a trusted advisor to ensure customers achieve measurable value from the platform.

• Collaborate with product and support teams to maintain account health.

• Develop and oversee an expansion pipeline with precise forecasting.

• Prospect within current accounts to uncover untapped opportunities.

• Create scalable systems for executing expansion initiatives.

• Drive adoption, demonstrate value, and secure renewals ahead of schedule.

• Cultivate trusted relationships through regular check-ins, success planning, and strategic business reviews.

⛳️ Requirements

• Proven track record of achieving and exceeding sales quotas.

• Minimum of 3 years in a closing position such as Account Executive, expansion/growth Account Executive, quota-carrying account manager, or similar roles.

• Demonstrated ability to generate, develop, and close expansion and upsell revenue within a portfolio.

• Comfortable driving urgency, addressing objections, negotiating, and requesting the close.

• Strong skills in discovery and value-based selling.

• Ability to operate effectively against monthly performance targets.

• Self-motivated with the ability to manage a pipeline and provide accurate forecasts.

• Proficient with CRM and sales tools, such as HubSpot.

• Exceptional communication skills and executive presence.

• Familiarity with Slack, Google Workspace, and Fathom.

• Experience in selling or expanding within tax, accounting, or financial services is preferred.

• Background in high-growth SaaS, fintech, or startup environments is preferred.

• Experience in selling technical or AI-driven products to professional services buyers is preferred.

• Knowledge of usage and health data is preferred.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• 401k with 3% match

• Life insurance

• Equity

• Uncapped commission with no ceiling for top performers

• Quarterly travel to the San Francisco headquarters