Customer Success & Account Manager - Hybrid

23 Minutes ago • 5 Years + • ~ $130,000 PA
Account Management

Job Description

We are a full-service consulting firm delivering predictable outcomes and high-quality solutions. This role is for a versatile and client-focused Customer Success & Account Manager, blending strategic relationship management, client advocacy, and project delivery. You will be the primary client contact, ensuring their success, maximizing value from our solutions, and managing key project lifecycles.
Must Have:
  • Serve as primary client advocate, ensuring success and value.
  • Develop and execute customer success plans.
  • Define project scope, goals, and deliverables.
  • Build and maintain strategic client relationships.
  • Identify upsell and cross-sell opportunities.
  • Lead contract renewal processes.
  • Collaborate with sales for account expansion.
  • Conduct regular business reviews.
  • Coordinate cross-functional resources for projects.
  • Manage project budgets, risks, and timelines.
  • 5+ years experience in customer success, account, or project management (tech/SaaS).
  • Proven ability to manage complex client relationships.
  • Strong project management skills (Agile, Scrum, Waterfall).
  • Proficiency in CRM (Salesforce, HubSpot) and project tools (Jira, Asana, Monday.com).
  • Bachelor’s degree in Business, Technology, or related field.
  • Strong communication, presentation, analytical, and data-driven skills.
  • Ability to manage multiple priorities with attention to detail.
Perks:
  • A culture that values flexibility, work-life balance
  • Competitive compensation packages and comprehensive health benefits
  • Work with a collaborative, global team of engineers who thrive on solving complex challenges
  • Professional growth through continuous learning, mentorship, and access to new technologies
  • Leadership that recognizes contributions and supports career advancement
  • A people-first environment where your ideas matter and innovation is encouraged

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About us:

Working at our company isn't just a job, it's an opportunity to be a part of something bigger. We are a full-service consulting firm that was founded on the premise of delivering predictable outcomes and high-quality solutions to our clients. Our founders and team members have industry experience and have held senior positions in a wide variety of companies – from emerging startups to large Fortune 50 firms – and we have taken our combined experiences and developed a unique approach that is supported by the principles of deep expertise, integrity, transparency, and dependability.

The Role:

We are seeking a versatile and client-focused professional to join our team as a Customer Success & Account Manager. This unique role blends the strategic relationship management of an Account Manager, the client advocacy focus of a Customer Success Manager, and the delivery precision of a Project Manager. You will serve as the primary point of contact for our clients, ensuring their success, maximizing the value they receive from our solutions, and managing the lifecycle of key projects.

Key Responsibilities:

  • Serve as the primary advocate for assigned clients, ensuring they achieve success metrics and maximum product value
  • Develop and execute customer success plans, including onboarding, adoption, and outcome tracking
  • Define project scope, goals, deliverables, and success criteria with both internal teams and clients
  • Build and maintain long-term strategic relationships with key client stakeholders
  • Identify upsell and cross-sell opportunities based on client business goals
  • Lead contract renewal processes, including term negotiation and renewal strategy
  • Collaborate with sales teams to support account expansion and revenue growth
  • Conduct regular business reviews to showcase value, capture feedback, and find optimization opportunities
  • Coordinate cross-functional resources (engineering, product, support) to meet project timelines
  • Manage project budgets, risks, timelines, and dependencies

Required Skills:

  • 5+ years of experience in customer success, account management, or project management, preferably in tech or SaaS environments
  • Proven ability to manage complex client relationships and drive retention and satisfaction
  • Strong project management skills, with familiarity in Agile, Scrum, or Waterfall methodologies
  • Skilled at managing multiple priorities while maintaining attention to detail
  • Strong communication and presentation skills, able to adapt technical conversations for different audiences
  • Analytical thinker with a data-driven approach to decision-making
  • Experience with CRM platforms (e.g., Salesforce, HubSpot) and project management tools (e.g., Jira, Asana, Monday.com)
  • Bachelor’s degree in Business, Technology, or a related field

What we offer:

  • A culture that values flexibility, work-life balance
  • Competitive compensation packages and comprehensive health benefits
  • Work with a collaborative, global team of engineers who thrive on solving complex challenges
  • Professional growth through continuous learning, mentorship, and access to new technologies
  • Leadership that recognizes contributions and supports career advancement
  • A people-first environment where your ideas matter and innovation is encouraged

Our company is proud to be an Equal Opportunity Employer and is committed to fostering a diverse and inclusive workplace. We welcome applicants from all backgrounds and experiences, and we consider qualified applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic. If you require accommodation in the application process, please contact our HR

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