Customer Success Manager - US (pooled)

Responsibilities: Drive customer success and growth through a scalable pooled support model, guiding clients through onboarding and workflow consultations. Partner with Account Management to identify upsell opportunities and ensure high retention and product adoption.

Requirements: Requires 2-3 years of SaaS customer success experience in fast-paced environments with a strong ability to manage high volumes of interactions. Candidates must be AI-forward, solution-oriented, and possess excellent English communication skills.

Key skills: Customer Success Management, SaaS, Onboarding, CRM Integrations, API Understanding, Product Adoption, Customer Education, Strategic Business Conversations, Data Analysis, Discovery, Lead Generation, Cross-functional Collaboration, AI Tool Utilization, Problem Solving, Communication, Relationship Building

Keywords: PandaDoc, SaaS, Customer Success, Planhat, Salesforce, Gong, API, CRM, Onboarding, ROI, CSQL, Pipeline, Document Workflow Automation, Customer Retention, Upsell, Product Adoption, Remote Work, AI Tools