Customer Success Manager at LeanData

Santa Clara, California, United States

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$120,000 – $140,000Compensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, SaaS, Revenue OperationsIndustries

Requirements

2-4 years of proven work experience in a Customer Success, Account Management, or Revenue Operations role, preferably within a B2B SaaS environment
Demonstrated ability to manage a portfolio of Mid-Market clients with a high degree of autonomy and commercial responsibility
Impressive executive presence and communication abilities (written, verbal, and presentation) necessary to build and maintain trusted advisor relationships
Proven experience quickly grasping, explaining, and positioning value for complex technological and business concepts
Familiarity with the SaaS customer lifecycle and the ability to navigate complex customer organizational structures to identify and engage key stakeholders
Bachelor’s degree in a relevant field (preferred)
Hands-on domain expertise and knowledge of industry best practices in Sales Operations, Marketing Operations, or Revenue Operations (preferred)
Direct working knowledge of Salesforce.com applications and other systems within the B2B revenue technology stack (preferred)
Proven experience thriving in an evolving, high-growth environment where process iteration and agility are key (preferred)

Responsibilities

Develop and execute strategic success plans for a portfolio of mid-market customers, aligning LeanData usage with their specific business goals and revenue operations strategy
Serve as a trusted advisor and subject matter expert, proactively consulting with clients on best practices to maximize the value of LeanData's solutions
Build and maintain strong, executive-level relationships with customer stakeholders across Revenue Operations, Sales, and Marketing teams, acting as the primary point of contact
Manage the entire post-sale customer lifecycle, from successful onboarding and implementation handover to driving adoption and retention
Proactively monitor customer health metrics, usage data, and consumption patterns to identify and mitigate potential churn risks and surface opportunities for expansion
Lead quarterly or regular business reviews (QBRs/EBRs) with key customer stakeholders, showcasing the value achieved and defining the next steps for continued success
Clearly and distinctly explain complex technological and business concepts to diverse audiences, guiding them on LeanData best practices
Partner closely with Sales (Account Managers), Professional Services, and Support teams to ensure a seamless and unified customer experience and a smooth transition across lifecycle stages
Capture customer feedback and advocate internally for product or process improvements, serving as the voice of the customer
Identify risks to customer success early and collaborate with internal account teams on mitigation strategies
Achieve and exceed quarterly targets for customer retention, renewal rates, and Customer Satisfaction/Net Promoter Score (CSAT/NPS)
Drive measurable customer outcomes and increased platform adoption, evidenced by usage metrics and the customer's successful achievement of their desired "OpsStar" status
Identify and contribute to pipeline generation through the development of validated upsell, cross-sell, and referral opportunities

Skills

Key technologies and capabilities for this role

Customer SuccessAccount ManagementRevenue OperationsCustomer OnboardingQBRsCustomer Health MetricsChurn MitigationExecutive Relationship BuildingSalesforceSaaS

Questions & Answers

Common questions about this position

What is the salary range for the Customer Success Manager position?

The salary range is $120K - $140K.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What experience is required for this Customer Success Manager role?

Candidates need 2-4 years of proven work experience in Customer Success, Account Management, or Revenue Operations, preferably in a B2B SaaS environment, with the ability to manage a portfolio of mid-market customers.

What does the company culture or work environment look like at LeanData?

This information is not specified in the job description.

What makes a strong candidate for this Customer Success Manager role?

A strong candidate has 2-4 years in Customer Success, Account Management, or Revenue Operations in B2B SaaS, with skills in developing strategic success plans, building executive relationships, and driving customer retention and adoption.

LeanData

Automates lead routing for Salesforce users

About LeanData

LeanData automates go-to-market operations to enhance productivity within Salesforce by optimizing lead routing processes. This involves directing potential customer information to the appropriate sales or marketing teams, allowing businesses to follow up on leads more quickly and effectively. LeanData's software solutions enable clients to visualize and adapt their lead management workflows based on data-driven insights. The company's goal is to help sales, marketing, and revenue operations teams work more efficiently, ultimately driving increased revenue.

Sunnyvale, CaliforniaHeadquarters

2012Year Founded

$41.4MTotal Funding

SERIES_CCompany Stage

Consulting, Enterprise SoftwareIndustries

201-500Employees

Benefits

Employee insurance covered up to 90%

Stock options for all full-time employees

Flexible vacation program

401k plan

Risks

Emerging startups offer cheaper lead routing solutions, threatening LeanData's market share.

Salesforce's native lead routing features could reduce LeanData's demand.

Economic downturns may lead to reduced spending on LeanData's solutions.

Differentiation

LeanData excels in Lead-to-Account Matching and Routing solutions.

The platform integrates seamlessly with Salesforce, enhancing CRM capabilities.

LeanData offers a unified approach to sales and marketing operations.

Upsides

Rising demand for AI-driven lead scoring boosts LeanData's market potential.

Remote work trends increase the need for LeanData's cloud-based solutions.

Emphasis on data privacy aligns with LeanData's secure data management features.

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