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About this role We are looking for a Customer Success Manager to partner with our small business customers post‑sale to drive adoption and ensure customer satisfaction, growth and retention. What you’ll be doing Proactively own and manage the success of a portfolio of 30-50 accounts, $3.3M ARR. Support customers by leveraging high touch interactions throughout the entire customer journey, across multiple customer contacts. Facilitate deep and consistent engagement with Sales partners to identify and execute on account expansion strategies to hit retention and upsell targets. Strong emphasis on upselling. Develop individual success plans for each customer to ensure UB adoption, expansion and loyalty across BoB. Be able to support all UB products: Enterprise, UBPro, UBLA, International Collections. 20% travel to facilitate in-person Partnership Planning Workshops, Executive Business Reviews, strategic planning meetings, or customer events. Work with Marketing to identify advocacy opportunities within the Growth Enterprise customer base. Take a consultative approach with customers, ensuring strong alignment to their Triple Metric and most important business outcomes. What you’ll have Trilingual (English, Spanish & Portuguese required) 2–4 years of experience managing a book of business, including developing client relationships, driving retention, and identifying growth opportunities Ability to build and nurture trusted relationships; experience working with HR / L&D customers Ability to identify, work and close complex deals Experience developing strategies to increase the adoption of non‑compliance technology solutions Basic understanding of concepts related to customer integrations (e.g., Single Sign‑On, APIs, feature customization, etc.) Experience deploying licenses within a large organization Successfully managed multi‑product solutions We understand that not everyone will match each of the above qualifications. However, we also realize that everyone has unique experiences that can add value to our company. Even if you think your background might not perfectly align, we’d love to hear from you #J-18808-Ljbffr
