Customer Success Manager

DealHub Ltd; Austin (TX); Hybrid; USD 95,000 - 145,000; Full time

Job summary

DealHub Ltd is seeking a Customer Success Manager in Austin, TX to help customers onboard, adopt and expand usage of our quote-to-revenue platform. You will lead onboarding, train customers, conduct business reviews, and collaborate with Sales, Product and Support to ensure value realization and renewal across a SaaS customer base.

The role requires 5+ years of SaaS CS experience, strong English, and comfort engaging with executives to drive value and upsell.

Qualifications

• 5+ years of proven experience as a Customer Success Manager from SaaS companies.
• Proven hands-on onboarding and implementation experience.
• CRM experience with Salesforce, Dynamics, or HubSpot.
• Understanding of sales and business processes.
• Experience with CPQ tools (advantage).

Responsibilities

• Conduct daily customer meetings across stages of the journey.
• Understand customers' objectives and identify opportunities to drive value and ROI.
• Train and provide technical sessions to new customers for smooth platform onboarding.
• Serve as a trusted advisor to optimize usage and adoption of the platform.
• Collaborate with Sales, Product, and Support to ensure seamless customer experience.
• Conduct regular business reviews and address issues to ensure satisfaction and retention.
• Drive upsell and expansion opportunities within existing accounts with Sales.

Job description

Customer Success Manager

Customer Success Austin, Texas, Austin

Description

DealHub is leading in the field of business application and with its unique quote-to-revenue solution helps the hottest names in the industry increase their revenue and manage their growth.

The ideal candidate enjoys solving technically complex onboarding challenges and excels at transforming those challenges into measurable customer value.

Key Responsibilities

• Customer meetings on a daily basis, in different stages in their journey.


• Understand customers' business objectives and proactively identify opportunities to drive value and ROI.


• Train and provide technical sessions to new customers, ensuring they have a smooth transition onto the platform and understand its features and functionalities.


• Serve as a trusted advisor to customers, offering guidance and best practices to optimize their usage and adoption of the platform.


• Collaborate with cross-functional teams, including Sales, Product, and Support, to advocate for customer needs and ensure a seamless customer experience.


• Conduct regular business reviews with customers and proactively identify and address any issues or concerns to ensure customer satisfaction and retention.


• Drive upsell and expansion opportunities within existing accounts, working closely with the Sales team.

Requirements

On the technical aspects, we expect you to:

• Have 5+ years of proven experience as a Customer Success Manager from Saas companies - is a must


• Have proven hands-on experience with leading onboarding and implementation processes


• Have proven experience and understanding of CRM (Salesforce/Dynamics/Hubspot) - is a must


• Have good understanding of sales and business processes


• Experience with CPQ tools (an advantage)

On the interpersonal aspects, we expect you to:

• Have proven experience with similar roles: Customer Success Manager / Presales / Sales Engineer / Technical Account Manager


• Feel comfortable leading workshops and technical training sessions


• Have excellent interpersonal communication and customer-oriented skills


• Act as the trusted advisor in front of C-suite and senior levels


• Have a \"can-do\" approach, great problem-solving and work-under-pressure ability


• Love working in a dynamic and fast-paced environment


• Communicate in English as a mother tongue level - is a must