Senior Customer Success Manager
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Job Description
Senior Customer Success Manager at QuotaPath leading onboarding for large customers. Collaborating with sales and operations to enhance customer experience and drive results.
Responsibilities:
- Lead end-to-end onboarding for our larger customers, including kick-off calls, account configuration, CRM integrations, and live training.
- Conduct thorough data discovery and compensation plan mapping across multiple systems and data sources.
- Act as a compensation process expert - educating customers on best practices for plan creation, modeling, and CRM structure.
- Collaborate closely with Solutions Engineers and Account Managers to deliver a cohesive, best-in-class customer experience.
- Navigate multi-stakeholder environments confidently, presenting solutions to VPs, Finance, and Revenue Operations leaders.
- Identify and surface upsell opportunities in partnership with the Account Management team.
- Gather and synthesize customer feedback to inform product improvements.
- Contribute to refining and improving the onboarding process as we scale into more premium and complex customer segments.
Requirements:
- 5+ years in a customer-facing role such as Customer Success, Implementation, Onboarding, or Account Management - ideally in B2B SaaS.
- Proven experience managing complex, multi-stakeholder implementations with multiple data systems and integrations.
- Strong CRM proficiency - hands-on experience administering or deeply working within Salesforce, HubSpot, or comparable platforms.
- Advanced spreadsheet skills (Google Sheets or Excel) - you’re comfortable building models, doing data mapping, and troubleshooting formula logic.
- Demonstrated ability to leverage AI tools to increase productivity, improve deliverables, and solve ambiguous problems faster.
- Strong project management skills with the ability to handle multiple complex onboardings simultaneously without dropping the ball.
- Excellent written and verbal communication - you can break down technical concepts for both technical and non-technical audiences.
- High attention to detail and a natural sense of curiosity when something doesn’t add up.
- Bonus Points
- Experience with compensation plans, commission structures, or RevOps workflows.
- Familiarity with ERP systems or experience connecting multiple data systems.
- Experience with SQL, Python, or other data tools.
- Prior experience at an early-to-mid stage startup where you’ve had to build as you go.
Benefits:
- Competitive on-target earnings with base salary + variable (shared during the interview process).
- Generous equity offerings + 401(k) contribution
- Comprehensive health coverage with 90% of employee premiums paid.
- Flexible PTO and half-day Fridays year-round.
- A collaborative, inclusive team that genuinely invests in your growth and development.
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