Responsibilities
- Manage the end-to-end onboarding and success lifecycle for enterprise and PE-backed accounts.
- Build detailed project plans outlining timelines, responsibilities, and deliverables for multi-brand deployments.
- Oversee integration and data setup across multiple portfolio companies, ensuring consistent configuration.
- Monitor account health and proactively address adoption gaps or technical issues.
- Facilitate executive business reviews (QBRs) and deliver strategic recommendations to drive measurable ROI.
- Build and manage Zapier automations to connect customer systems and automate workflows.
- Partner with Product and Engineering to troubleshoot API connections and integration challenges.
- Document all technical workflows and ensure repeatability across brands and regions.
- Act as project lead for multi-brand or regional implementations.
- Collaborate with internal teams (Sales, Product, Engineering, Support) to ensure smooth execution.
- Track milestones, dependencies, and risks, communicating progress clearly to all stakeholders.
- Manage escalations and coordinate resolution of high-impact issues.
- Develop success plans that align customer goals with measurable outcomes.
- Identify opportunities for expansion in product usage, AI adoption, and add-on modules.
- Partner with the Account Executive and Director of Enterprise CS on renewal and expansion strategies.
- Build and maintain strong relationships with customer executives and operational leaders.
Requirements
- 5–8 years of experience in Customer Success, Account Management, or Implementation roles, including experience with large or multi-brand accounts.
- Proven success managing enterprise customers with complex technical requirements.
- Strong project management and organizational skills; able to manage concurrent projects with multiple stakeholders.
- Excellent communication skills, including executive presence and the ability to lead C-level discussions.
- Proficient in Zapier, with experience creating multi-step automations and webhook integrations.
- Experience collaborating with Product and Engineering on API-based workflows.
- Strong project management ability, capable of building and maintaining C-level-ready onboarding plans.
Nice to Have
- Experience using HubSpot and Metabase (or similar BI tools) for account tracking and reporting.
- Familiarity with home services, SaaS, or tech-enabled operations is a plus.
Benefits
- Full medical, vision, and dental
- 15 days PTO (accrual begins on date of hire and increases with 2+ years of tenure thereafter)
- 12 paid holidays, plus one floating holiday
- Monthly wellness subsidy
- Work from home reimbursement
- Flexible spending account
- 401(k) retirement savings plan
- Employee stock purchase plan
- Performance based incentives
Work Arrangement
Remote (Worldwide)
Additional Information
- Compensation range for this position is $110,000 - $130,000 annually plus performance based incentives
- We are committed to providing reasonable accommodations for individuals with disabilities in our job application process.
- We will consider for employment qualified candidates with arrest and conviction records, consistent with applicable law.
- A criminal background check will not be conducted until after a conditional offer of employment is made.
- Evaluation of a candidate's criminal background check will be subject to an individualized assessment.