For fast-growing companies, exceptional customer experiences aren’t just important, they’re a growth multiplier. A strong customer strategy drives revenue and strengthens product-market fit. By embedding a scalable customer framework, your company can align product strategy, operations, and revenue growth.
Position your company to improve:
- Revenue: Unlock revenue through retention, expansion, and upsell strategies
- CAC: Retain clients and improve operational efficiency to lower cost of business relative to total revenue
- TTV: Accelerate the time it takes for clients to see ROI
- CSAT and NPS: Drive higher customer satisfaction and preempt churn.
Core Growth Priorities
1. Customer Success Foundations
Establish strong frameworks, processes, and playbooks to ensure customers experience immediate value and long-term success. This includes clear onboarding, success planning, and proactive risk management.
2. Data-Driven Insights
Leverage customer data to drive smarter decision making, tie opportunities and risks to revenue, and proactively address challenges before they impact retention.
3. Customer Advocacy
Turning satisfied customers into champions by fostering trust, gathering actionable feedback, and creating opportunities for case studies, referrals, and strategic collaboration.
4. Strategic Revenue Growth
Identifying and unlocking new revenue opportunities through cross-sell, upsell, and expansion strategies that align with customer needs and business growth objectives.
5. Operational Excellence
Ensure seamless internal coordination across teams, optimizing processes, and implementing scalable systems to support high-touch and tech-enabled customer engagement at every stage of the client lifecycle.
Job Responsibilities
Day to day responsibilities include but are not limited to the following.
| Service Area | Responsibilities |
| Account Management | • Success Playbooks • Customized Account Roadmaps • Check-ins • Business Reviews • Executive Stakeholder Engagement • Objection Handling • Strategy Workshops |
| Onboarding | • Process Creation & Documentation • Setup Guides • Kickoff and Project Calls • Post-Launch Refinement |
| Customer Enablement & Support | • Client Point of Contact • Same-Day Support or Escalation • Ticket processing • Client Training Sessions & Webinars • Knowledge Hub |
| Retention & Renewal | • Real-Time Risk Assessment • Upsell Strategy • Contracts |
| Product Feedback | • Customer Sessions • Revenue Opportunity/Risk Assessment • Cross-Functional Planning |
| Data Insights | • Product Utilization Dashboard • Trend Reporting |
| Pre-Sale Insights | • Deal Close Support • Case Studies • Pre-Contract Account Review |
| Team Scaling | • Role and Responsibility Recommendations • Recruitment Support • Team Hiring & Management |
| Revenue Operations | • Deal tracking • Forecasting |
