Job Description
Located in New York, NY
Are you passionate about helping customers succeed while driving growth and expanding revenue? We’re looking for a& Customer Success Representative & who thrives at the intersection of relationship management and sales. In this role, you’ll be the primary point of contact for a portfolio of clients, helping them unlock the full value of our product while identifying new opportunities for upsell, renewal, and long-term retention.
This is more than support—it’s about driving client outcomes and growing revenue through strategic conversations, strong rapport, and a deep understanding of customer goals.
What You'll Do
Own and manage a book of business, serving as the trusted advisor and point of contact for each client
Proactively engage with customers to ensure satisfaction, product adoption, and ongoing return on investment
Identify expansion opportunities such as upsells, add-ons, or feature upgrades, and collaborate with the sales team to close
Lead renewal conversations with a focus on long-term value and retention
Track customer health, usage metrics, and satisfaction scores to flag risks and intervene early
Deliver onboarding, product training, and strategic check-ins to drive client success
Collaborate cross-functionally with Product, Support, and Marketing to surface feedback and advocate for client needs
Maintain accurate notes and pipeline activity in the CRM such as Salesforce or HubSpot
What We're Looking For
Early career talent wanted: 0-3 years experience in a customer centric role
Strong relationship-building and communication skills, comfortable speaking with decision-makers
A consultative, value-driven mindset with an ability to spot growth opportunities
Driven, goal-oriented, and energized by KPIs tied to retention and revenue
Familiarity with CRM tools and customer success platforms such as Salesforce, Gainsight, or HubSpot
Experience in SaaS, tech, or a subscription-based model is a plus
What We Offer
Competitive base salary plus commission or performance bonuses
Opportunities for advancement into senior customer success or account executive roles
Comprehensive onboarding, training, and career development support
Collaborative, fast-paced team culture with plenty of recognition
Health benefits, paid time off, and flexibility including remote or hybrid work options
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