Customer Success Manager

About Us

TrackVia offers the most-trusted app building platform for anyone looking for a better way to work. TrackVia gives businesspeople and IT experts the ability to easily build and integrate apps to track, manage, and automate processes in days, not weeks. Our customers make lasting and substantial improvements to their business using TrackVia’s bullet-proof cloud-based technology — and they love getting the industry’s best customer experience every step of the way.

We’re seeking an experienced Account Manager with a Customer Success mindset who has proven success consistently hitting or exceeding quotas. This role is perfect for someone who thrives on uncovering and closing strategic upsell opportunities while developing long-term and strategic relationships with customers. You’ll own a portfolio of premium accounts, building deep relationships with stakeholders, identifying whitespace opportunities, and expanding usage of TrackVia’s platform.

At TrackVia, we don’t split Customer Success and Account Management—you’re responsible for both growing revenue and delivering value. We’ve found this hybrid set-up best as you get to know your customers, and they get to know and trust you. But this means you’ll need to be just as comfortable presenting a business case for upsell as you are delivering a quarterly health check or success plan.

What You'll Do

Drive Revenue & Growth

• Own a portfolio of assigned accounts and drive expansion revenue through upsell and cross-sell opportunities.
• Proactively identify, create, and close upsell deals by understanding customer goals, pain points, and processes.
• Manage pipeline and accurately forecast expansion revenue; consistently hit or exceed quota.
• Execute strategic growth plans within accounts, collaborating with marketing and product teams when needed.

Ensure Success & Renewals

• Develop and maintain strong business relationships with customer stakeholders, becoming a trusted advisor.
• Lead customer health checks to assess usage, application performance, and adoption.
• Educate customers on platform features, best practices, and new functionality.
• Partner with clients to define short, mid, and long-term goals, and develop joint success plans to realize them.
• Support onboarding and implementation teams; follow escalation processes as needed for at-risk accounts.
• Visit customers periodically (up to 30% travel) to deepen engagement and drive outcomes.

What We're Looking For

• 4–6+ years of proven success in a quota-carrying Account Manager or Customer Growth role at a B2B SaaS company.
• Demonstrated ability to identify and close upsell opportunities within existing accounts.
• Experience working with mid-market to enterprise B2B clients, ideally in field service, manufacturing, healthcare, construction, or facilities management.
• Outstanding communication skills—clear, articulate, and persuasive in both written and verbal formats.
• Strong project management and problem-solving skills; able to juggle multiple priorities across accounts.
• Highly proficient using tools like Salesforce, Excel (for data/reporting), PowerPoint (for executive summaries), and other reporting platforms.
• General familiarity of common software solutions used by companies to manage their day-to-day operations and work.
• Bachelor’s Degree with solid general business acumen.
• Bonus points for technical acumen with integrations between SaaS products

What’s in it for You?

• Impact: You’ll play a key role in scaling a customer-centric revenue function.
• Autonomy: Own your book, make decisions, and directly shape customer outcomes.
• Flexibility: Remote-first culture with travel as needed for high-value engagements.
• Compensation: Competitive base salary + uncapped variable earnings.
• Benefits: Full health coverage, 401(k), generous PTO, and a collaborative, mission-driven team.

The salary range for this position is $85,000 - $90,000 + commission depending upon experience. Applicants with disabilities