Enterprise CSM: Trusted Advisor for Growth (Remote)

GoFormz; San Diego (CA); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Underground parking

Wellness reimbursement

Work from home

Paid vacation

Downtown San Diego office

Job summary

GoFormz is seeking a Customer Success Manager to oversee a portfolio of Enterprise accounts, drive onboarding, and ensure high user adoption. You will serve as a trusted advisor throughout the customer lifecycle, aligning success with product usage and expansion opportunities.

You will collaborate with Account Managers and Executives to renew and upsell, lead QBRs with senior stakeholders, and relay customer feedback to the product team for roadmap prioritization.

Qualifications

• 3+ years in technical SaaS customer success or implementation.
• Experience managing a large SaaS book of business.
• Strategic upsell & cross-sell experience.
• Demonstrating value and ROI through QBRs and executive meetings.

Responsibilities

• Own the Customer Life-cycle and onboard new customers to ensure product adoption.
• Proactively schedule and meet with assigned customers on a regular basis based on Product Usage Data.
• Provide strategic guidance on the product and introduce new features and upcoming releases on the GoFormz roadmap.
• Work closely with the Account Manager to ensure renewal for customers in your Book of Business and provide feedback when a customer is not completely satisfied.
• Identify new expansion opportunities through customer engagements.

Skills

Enterprise accounts

GRR management

Cross-functional collaboration

Executive consulting

QBR presentations

CS software experience

Customer success planning

Tools

GoFormz platform

Job description

GoFormz is seeking a Customer Success Manager to oversee a portfolio of Enterprise accounts, drive onboarding, and ensure high user adoption. You will serve as a trusted advisor throughout the customer lifecycle, aligning success with product usage and expansion opportunities.

You will collaborate with Account Managers and Executives to renew and upsell, lead QBRs with senior stakeholders, and relay customer feedback to the product team for roadmap prioritization.