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Customer Success Manager (CSM)

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

We're looking for an enthusiastic and results-oriented Customer Success Manager (CSM) to be a champion for our Mid-Market customers. In this role, you will be the primary post-sale partner, responsible for ensuring that a portfolio of clients continuously receives and recognizes maximum value from their investment in LeanData. You will serve as a trusted advisor, guiding adoption, driving successful business outcomes, and building relationships that directly contribute to high customer retention, growth, and advocacy.

Responsibilities

Customer Strategy & Advisory

• Develop and execute strategic success plans for a portfolio of Mid-Market customers, aligning LeanData usage with their specific business goals and revenue operations strategy.
• Serve as a trusted advisor and subject matter expert, proactively consulting with clients on best practices to maximize the value of LeanData's solutions.
• Build and maintain strong, executive-level relationships with customer stakeholders across Revenue Operations, Sales, and Marketing teams, acting as the primary point of contact.

Execution & Delivery

• Manage the entire post-sale customer lifecycle, from successful onboarding and implementation to driving adoption, retention and growth.
• Proactively monitor customer health metrics, usage data, and consumption patterns to identify and mitigate potential churn risks and surface opportunities for expansion.
• Lead Executive Business Reviews with key customer executive sponsors, showcasing the value achieved and defining the next steps for continued success.
• Clearly and distinctly explain complex technological and business concepts to diverse audiences, guiding them on LeanData best practices.

Collaboration & Communication

• Partner closely with Sales (Account Managers), Professional Services, and Support teams to ensure a seamless and unified customer experience and a smooth transition across lifecycle stages.
• Capture customer feedback and advocate internally to our product team or for process improvements, serving as the voice of the customer.
• Identify risks to customer success early and collaborate with internal account teams on mitigation strategies.

Metrics & Outcomes

• Achieve and exceed quarterly targets for customer retention and growth objectives.
• Drive measurable customer outcomes and increased platform adoption, evidenced by usage metrics and the customer's successful achievement of their desired "OpsStar" status.
• Identify and contribute to pipeline generation through the development of validated upsell, cross-sell, and referral opportunities.

Required Qualifications

• 3-5 years of proven work experience in a Customer Success, Account Management, or Revenue Operations role, preferably within a B2B SaaS environment.
• Demonstrated ability to manage a portfolio of Mid-Market clients with a high degree of autonomy and commercial responsibility.
• Impressive executive presence and communication abilities (written, verbal, and presentation) necessary to build and maintain trusted advisor relationships.
• Proven experience quickly grasping, explaining, and positioning the value of complex technological and business concepts.
• Familiarity with common SaaS software development customer processes and the ability to navigate complex customer organizational structures to identify and engage key stakeholders.
• Expertise in guiding customers to the next milestone in their journey with a B2B SaaS product.
• Active usage of AI systems to improve the customer experience and account management experience.

Preferred Qualifications

• Bachelor's degree in a relevant field.
• Hands-on domain expertise and knowledge of industry best practices in Sales Operations, Marketing Operations, or Revenue Operations.
• Direct working knowledge of Salesforce.com applications and other systems within the B2B revenue technology stack.
• Proven experience thriving in an evolving, high-growth environment where process iteration and agility are key.
• Experience building AI systems that improve the customer experience or account management processes.

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