Customer Success Lead

Banyan Software; Raleigh (NC); On-site; USD 90,000 - 110,000; Full time

Job summary

Banyan Software is seeking an experienced Expansion Sales professional to own the Teamup expansion motion. You will build signals, upgrade triggers, and playbooks, and identify accounts to move upmarket, closing deals via video calls, in-app interactions, and email outreach.

This doer role sits on a flat team and emphasizes AI-powered onboarding, repeatable processes, and durable long-term customer growth through Upsells, referrals, and advocacy that fuel Banyan's flywheel.

Qualifications

• 5+ years in expansion sales, account management, or customer success at a product-led SaaS company.
• Track record of meeting expansion or retention revenue targets.
• Deep product fluency: you learn tools fast, demo live, and answer hard questions without a solutions engineer.
• Experience building lightweight commercial systems: signals, playbooks, CRM discipline.

Responsibilities

• Build the AI-powered systems that do not exist yet: account signals, upgrade triggers, and the playbooks.
• Identify the problems we can solve and the accounts that should move upmarket, then sell into them by video call, in-app, and email.
• Build onboarding for high-potential customers and the activation motion that turns them into durable long-term customers.
• Develop predictable, reliable systems to spot and close upsells inside everyday customer interactions.
• Build a feedback loop into our AI onboarding experience.
• Turn successful customers into advocates: referrals, reviews, and stories that feed the flywheel.

Skills

Expansion sales

Account management

Customer success

CRM discipline

AI tooling

Tools

CRM systems

AI-powered systems

Job description

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. With a buy-grow-and-hold-for-life approach and a permanent capital base, Banyan acquires and grows companies worldwide, honoring founder legacies and helping portfolio companies modernize through shared AI expertise and operational discipline. Founded in 2016, Banyan operates more than 120 portfolio companies across North and South America, Europe, and APAC, and has appeared on the Inc. 5000 list for six consecutive years. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world.

The Role

Own expansion revenue for Teamup, the calendar trusted by over 5 million users that helps businesses organize schedules, resources and teams for efficient operations at any scale. You build the systems that identify the accounts that should move upmarket, then sell into them: high-velocity, consultative, and light-touch, helping customers solve their problems better with Teamup. This is a doer role on a flat team.

The Opportunity

• Build the commercial playbook from scratch for a beloved platform of 5 million monthly active, highly engaged users: the signals, the plays, the motions, and the systems that become how the company predictably expands

Responsibilities

• Build the AI-powered systems that do not exist yet: account signals, upgrade triggers, and the playbooks
• Identify the problems we can solve and the accounts that should move upmarket, then sell into them by video call, in-app, and email
• Build onboarding for high-potential customers and the activation motion that turns them into durable long-term customers
• Develop predictable, reliable systems to spot and close upsells inside everyday customer interactions
• Build a feedback loop into our AI onboarding experience
• Turn successful customers into advocates: referrals, reviews, and stories that feed the flywheel

Requirements

• 5+ years in expansion sales, account management, or customer success at a product-led SaaS company
• A track record of carrying and hitting an expansion or retention revenue target
• Deep product fluency: you learn tools fast, demo live, and answer hard questions without a solutions engineer
• Experience building lightweight commercial systems that work at scale: signals, playbooks, CRM discipline

Who You Are

• You build with AI every day because you want to, and the systems you create are AI-first from the start
• You sell because you like helping customers solve problems, and you build systems so that help reaches every account
• You want the whole number: finding the account, closing the upgrade, and building the machine that makes it repeatable

The expected base salary is $94,000. excluding bonus (when applicable).Salary is based on a number of factors including market conditions, location and may vary depending on job-related skills and experience.

Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.