LeanData helps the world’s fastest-growing companies automate, simplify, and accelerate revenue.

We are seeking a Senior Customer Success Manager to empower our customers to achieve their business objectives using our SaaS platform. This role will report to our Senior Director of Enterprise CSM and requires a strong technical understanding of SaaS products, with deep expertise in Salesforce.

As a Senior CSM, you will act as a strategic partner, leveraging your Salesforce knowledge to guide adoption, enablement, and growth initiatives while delivering measurable value for our customers.

What you’ll be doing:

• Manage a book of business amongst our enterprise customers

• Build and nurture relationships with Key Executive Stakeholders

• Leverage your deep knowledge of Salesforce & revenue process to guide customers in optimizing integrations and workflows within LeanData

• Deliver on our mission of “Making Everyone an OpsStar,“ creating an experience that transcends the standard customer-vendor relationship

• Be a trusted advisor to end-users, ensuring clients derive maximum value from their investment

• Develop strategic plans to effectively and efficiently move existing clients to their desired outcomes (retention) and grow revenue (upsell), or prospect into new departments (cross-sell).

• Identify risks to the customer achieving their stated business goals and work with the account team to build a risk mitigation plan or escalate as needed

• Lead projects from implementation to business results, leveraging partners, internal and client resources to get things done

• Monitor customer usage data, health indicators, renewal dates and growth opportunities and translate into strategies for success

• Turn LeanData clients into life-long advocates

Requirements:

• 4-6 years of work experience in Management Consulting, Customer Success, Technical Account Management and/or revenue operations

• Deep expertise in revenue process and Salesforce

• Experience managing enterprise clients

• Impressive executive presence and communication abilities

• Ability to navigate customer organizational structures to identify and build relationships with stakeholders

• Ability to develop strategies on assigned accounts that lead to the adoption of existing technology solutions and new capabilities as they launch

• Proven experience in quickly grasping and distinctly explaining technological and business concepts

Bonus points if you have:

• Domain expertise and industry best practices in Sales or Marketing

• Expertise in Sales Engagement and Marketing Automation platforms

• Proven experience working in an evolving, high growth environment

Why work at LeanData:

• LeanData covers employee insurance premiums up to 90%

• Stock options in LeanData for all full-time employees

• Flexible PTO

• 401K plan