About The Position

In this role, you will take ownership of strategic customer relationships, ensuring long-term satisfaction, retention, and growth across a portfolio of high-impact accounts. You will act as a trusted advisor, guiding clients through onboarding, adoption, and ongoing optimization while delivering measurable business value. Operating in a fast-paced, high-ownership environment, you will collaborate closely with Sales, Product, Enablement, and Support teams to align customer goals with innovative solutions. You will drive engagement at both technical and executive levels, manage complex stakeholder relationships, and uncover expansion opportunities. This role offers significant autonomy, influence, and visibility, allowing you to directly shape customer outcomes and business performance. If you thrive in dynamic environments and enjoy solving complex challenges, this position offers meaningful impact and career growth.

Requirements

  • Minimum 5 years of experience in Senior Customer Success roles within B2B SaaS environments, ideally in healthcare and Salesforce ecosystems.
  • Proven success managing enterprise portfolios exceeding $3M in ARR, including pipeline development and deal closing.
  • Strong executive communication, presentation, negotiation, and problem-solving skills.
  • Demonstrated ability to navigate complex, multi-stakeholder client environments while driving retention and growth.
  • Hands-on experience with Salesforce CRM, reporting, and automation tools, including flow and process builder functionalities.
  • Ability to translate technical concepts into clear business value for non-technical audiences.
  • Strong organizational skills, analytical thinking, and a proactive, ownership-driven mindset.

Responsibilities

  • Lead onboarding, training, and adoption initiatives in partnership with Sales and Implementation teams to ensure seamless customer experiences.
  • Build strong executive-level relationships, acting as a trusted advisor and strategic partner to key stakeholders.
  • Develop deep product and technical expertise to support integrations, APIs, and complex use cases.
  • Conduct regular customer touchpoints and quarterly business reviews to drive retention, engagement, and alignment.
  • Identify and execute upsell and expansion opportunities by aligning customer objectives with new solutions and features.
  • Manage commercial negotiations and contract discussions in collaboration with internal legal and finance teams.
  • Translate customer feedback into actionable insights to inform product improvements and roadmap priorities.
  • Deliver advanced reporting, custom workflows, and Salesforce optimizations to support complex client requirements.
  • Monitor account health, proactively resolve issues, and reduce churn risk.
  • Maintain accurate CRM records, ensuring data quality, documentation, and process optimization.
  • Contribute to team initiatives, operational excellence, and continuous improvement within the Customer Success function.

Benefits

  • Competitive salary and performance-based incentives.
  • Flexible remote-first work environment.
  • Comprehensive health, dental, and vision coverage.
  • Unlimited paid time off to support work-life balance.
  • Equity participation in a fast-growing, innovative company.
  • Latest Apple equipment provided for optimal productivity.
  • Continuous learning and professional development opportunities.
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