Customer Success and Business Development Specialist

Stealth B2B SaaS Company; California (MO); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company in GovTech SaaS is seeking a Customer Success & Business Development Specialist to support existing clients and expand their customer base. This remote role combines account management with business growth opportunities, ideal for candidates with a B2B SaaS background. Responsibilities include guiding customers through software implementation, identifying upsell opportunities, and coordinating with the engineering team. Join a dynamic team and make a meaningful impact on government services.

Benefits

Fully remote position with flexible hours

Access to London or Dubai offices

Clear path for advancement

Qualifications

• 1-3 years in customer success, account management, or sales support for B2B software.
• Strong relationship-building and communication skills.
• Experience with CRM tools and tracking customer interactions.

Responsibilities

• Guide customers through software implementation and usage.
• Identify upsell and cross-sell opportunities within existing customer accounts.
• Support outreach to potential new jurisdictions.

Skills

Customer Success

Account Management

Sales Support

Relationship Building

Communication

Technical Problem Solving

CRM Tools

Job description

Customer Success and Business Development Specialist

Customer Success and Business Development Specialist

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Customer Success & Business Development Specialist - GovTech SaaS

Location: Remote (PST hours ±2hrs)

About Us

We provide grants and loans management software for U.S. city and county governments, helping jurisdictions manage affordable housing and public services programs funded by HUD programs such as CDBG and HOME. Our mission is to simplify grant administration, improve compliance, and enable communities to better serve their residents.

After 15 years of success the company is undergoing a major modernization project to transform our platform and expand the jurisdictions and funding sources we serve.

The Role

We're seeking a Customer Success & Business Development Specialist who can both support existing clients and help grow our customer base. This dual role combines account management with business growth opportunities, perfect for someone from a B2B SaaS background who excels at building relationships and identifying expansion potential. While government experience is a plus, we value transferable skills that align with our compliance-focused environment.

What You'll Do

Customer Success Responsibilities:

• Guide customers through software implementation and usage, issue resolution
• Handle support tickets and coordinate technical issue resolution via video call and email
• Act as a main point of contact for key customer accounts
• Ensure we deliver new features and customer onboarding on our agreed timelines
• Deliver customer training calls to new users of our product
• Coordinate with the engineering team to define product changes

Business Development Responsibilities:

• Identify upsell and cross-sell opportunities within existing customer accounts
• Support outreach to potential new jurisdictions, particularly beyond California
• Assist with demos and presentations for prospective customers
• Help develop expansion strategies for new funding sources and grant programs
• Contribute to proposals and RFP responses for new business opportunities

Required Skills & Experience

• 1-3 years in customer success, account management, or sales support for B2B software
• Experience diagnosing software related bugs to create engineering tickets and run QA
• Strong relationship-building and communication skills
• Experience with CRM tools and tracking customer interactions
• Excellent documentation and experience defining SOPs and CS team KPIs
• Ability to explain technical solutions to non-technical stakeholders
• Comfort working in a remote environment with a small team
• Demonstrated ability to identify growth opportunities within existing accounts

Highly Desirable Skills

• Experience supporting customers in regulated industries with compliance requirements
• Background in identifying upsell opportunities or expanding customer accounts
• Knowledge of or interest in public sector, community development, or affordable housing
• Experience participating in sales cycles or customer expansion initiatives
• Experience working in an unstructured environment

This Role Is a Great Fit If You:

• Have supported B2B SaaS customers while also identifying growth opportunities
• Pride yourself on delivering high-quality work and exceptional customer service
• Enjoy both the relationship management and business development aspects of customer engagement
• Are highly organized, detail-oriented, and comfortable working in a fast-paced, process-driven environment
• Have interest in learning about government programs and helping expand their reach to underserved communities
• Want a role that balances day-to-day support with strategic growth initiatives

Why Join Us

• Make meaningful impact helping governments better serve their communities
• Develop skills across both customer success and business development
• Work with a small, dynamic team where your contributions directly matter
• Fully remote position with flexible hours (with ability to align with US/PST ±2hrs)
• Access to our London or Dubai offices if preferred
• Clear path for advancement as our company grows and expands into new markets

This role offers an excellent opportunity for a customer-focused professional with business growth ambitions to transfer their skills to the impactful GovTech sector. You'll be supporting existing customers while also helping to shape our expansion strategy!

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Customer Service

• Industries

  Software Development

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