Role Overview
retention across the full customer lifecycle.
with targeted calls for high-impact moments.
What You’ll Own (for real)
- Account Ownership
- Own a book of ~40–50 SMB accounts from kickoff through renewal
- Be the primary point of contact for your accounts via Slack and our customer ticketing system
- Drive customer health, adoption, and retention across your book of business
- Identify upsell and expansion opportunities; proactively flag at-risk accounts
- Implementation & Onboarding
- Lead customer onboarding end-to-end (average 30-day implementation timeline)
- Configure marketplace listings across AWS, GCP, and Azure Marketplace
- Set up co-sell workflows, CRM integrations (HubSpot, Salesforce), private offers (CPPO, RPOP), and automations
- Conduct 4–5 customer calls per day — kickoffs, check-ins, product walkthroughs, and troubleshooting sessions
- Deliver 101 training sessions to onboard customer teams on new features and workflows
- Ongoing Support & Success
- Serve as first responder for all inbound customer questions via Slack and our customer ticketing system
- Triage issues — resolve directly, loop in Product Support for bugs, or create Solutions Engineering requests in ClickUp
- Proactively introduce customers to new platform capabilities: funding portals, partner scoring, pipeline digests, automations
- Facilitate renewals and manage the renewal process in coordination with Account Management
- Maintain detailed account notes, implementation steps, and health tracking in our customer ticketing system
- Knowledge Management & Scaled CS
- Contribute to internal documentation, playbooks, and help center content
- Respond to async customer questions with clear, thorough written guidance
- Participate in team syncs, CS biweeklies, and product feedback sessions
Who We’re Looking For
- 2+ years in Customer Success, Account Management, or Technical Support — ideally in SaaS or cloud
- Excellent written and verbal English communication skills
- Strong organizational skills — ability to manage 40–50 accounts simultaneously
- Comfortable in a Slack-heavy, async-first, fast-paced startup environment
- Self-starter who takes ownership without heavy oversight
- High attention to detail and a customer-first mindset
- Available to work the US overlap shift: 11pm–8am PHT (7am–4pm PST)
Nice to Have
- Experience with cloud marketplaces: AWS Marketplace, Google Cloud Marketplace, or Azure Marketplace
- Familiarity with ClickUp, Salesforce, HubSpot, or similar CS/CRM tools
- Background in technical implementations, product onboarding, or solutions engineering
- Prior experience at an early-stage startup or high-growth SaaS company
Why Join Us
- High-performing CS team at a fast-growing cloud marketplace company backed by
leading VCs - Full-cycle ownership - your accounts, your relationships, your results
- Our mission is to bring a consumer experience to B2B sales.
- We are a team of ~60 people with hubs in SF and Vancouver.
- Top-notch team - You'll work with an awesome bought-in team, who have both built large-scale enterprise SaaS products at top companies (e.g. Google, Meta, Salesforce, Confluent), and high-growth startups (e.g. Workstream, Motive, Square).
- Well-funded / long runway
- We are a fast-moving flat org and avoid hierarchical structures.