As a Customer Success Manager, you will ensure customer success, drive adoption, build relationships, manage renewals, and identify growth opportunities.
At Cardata, customers are at the center of everything we do. Our Customer Success team is both the foundation of our strong retention and renewal rates and the driving force behind our growth strategy. We’re looking for ambitious, proactive Customer Success Mangers who see themselves as builders of both customer success and business growth.
As a Customer Success Manager, you’ll ensure customers achieve outstanding outcomes with Cardata while also fueling adoption, expansion, and long-term partnerships. Acting as a trusted advisor to executives, finance leaders, and administrators, you’ll position Cardata as a strategic partner that fuels customer growth, compliance, and efficiency through every stage of the relationship. You’ll thrive here if you’re energized by solving complex challenges, confident in leading executive conversations, and motivated by the opportunity to make a measurable difference in a fast-paced SaaS environment.
Responsibilities - Drive Value and Growth
- Lead consultative onboarding, drive adoption and ROI, and proactively manage risks to set the stage for growth through upsell, cross-sell, and program optimization opportunities.
- Act as a strategic advisor on compliance, cost optimization, and best practices to elevate customer outcomes.
Be a Trusted, Proactive Partner
- Build strong relationships with key stakeholders and lead executive business reviews that showcase data-backed value and growth opportunities
- Collaborate cross-functionally to deliver seamless customer experiences while championing customer needs in alignment with Cardata’s growth objectives.
Deliver Lasting Outcomes
- Create and deliver engagement strategies that deepen adoption, sustain long-term value, and strengthen customer loyalty.
- Manage renewals end-to-end, negotiating terms and securing multi-year commitments where possible.
Who You Are
- Confident & Assertive: Skilled at leading executive-level conversations and influencing outcomes.
- Customer-Centered & Growth-Driven: Motivated by creating long-term value while driving account expansion.
- Analytical & Strategic: Comfortable turning data into insights that shape strategy and customer outcomes.
- Ambitious & Self-Motivated: Thrives in a fast-paced, high-growth SaaS environment where ownership and initiative are key.
- Collaborative Influencer: Able to align cross-functional stakeholders to deliver on customer and company goals.
- Detail-Oriented & Organized: Exceptional ability to manage complex programs and relationships with precision.
Qualifications
- 2–5 years in a customer-facing role (Customer Success, Account Management, or Consulting), ideally in SaaS.
- Proven track record of identifying and closing upsell/cross-sell opportunities.
- Experience leading strategic customer conversations, including renewals and expansions.
- Strong negotiation skills and commercial acumen.
- Tech-savvy and experienced in remote-first environments.
Top Skills
SaaS
Cardata Boston, Massachusetts, USA Office
Boston, Massachusetts, United States
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