Strategic CSM for Impact Accounts

Social Solutions Global; Nevada; On-site; USD 68,000 - 85,000; Full time

Benefits offered by this job

401(k) match

Medical, dental, and vision insurance

Unlimited Flexible Time Off

Paid holidays

Volunteer time off

Job summary

Bonterra is seeking a Customer Success Manager to drive long-term value for nonprofit and corporate customers. You will own renewal forecasts, track product adoption, and align success plans to client goals using Bonterra's SaaS solutions.

You will lead renewal and business reviews, collaborate across Product, Sales and Support, and articulate outcomes with senior stakeholders to ensure retention and growth. Willingness to travel up to 20% for meetings and strategic planning.

Qualifications

• 3+ years in Customer Success, Account Management, or similar role with strategic focus.
• Ability to own a book of business independently in a complex, dynamic environment.
• Proven track record of building and executing success plans and translating product usage into value.

Responsibilities

• Own a retention target and forecast renewal likelihood for your book.
• Build and maintain renewal account plans for Critical Path accounts.
• Lead Adoption Meetings to track usage and progress against success plans.
• Lead Business Reviews and EBRs, tailoring messaging to executives and budget holders.
• Create and report on outcomes linking product usage to customer goals for renewal.
• Help customers articulate value from Bonterra's solutions and defend budget for expansion.
• Monitor health/adoption trends and mitigate at-risk accounts.
• Serve as primary contact, building relationships across levels.
• Collaborate with Product, Sales and Support to remove friction and deliver a unified experience.
• Promote Bonterra resources and best practices to enable customer self-sufficiency.

Skills

Customer Success

Account Management

Renewal Forecasting

Cross-functional collaboration

Communication

Tools

Salesforce

Job description

Bonterra is seeking a Customer Success Manager to drive long-term value for nonprofit and corporate customers. You will own renewal forecasts, track product adoption, and align success plans to client goals using Bonterra's SaaS solutions.

You will lead renewal and business reviews, collaborate across Product, Sales and Support, and articulate outcomes with senior stakeholders to ensure retention and growth. Willingness to travel up to 20% for meetings and strategic planning.