
Customer Success Manager Occuspace, Inc.We are seeking a dynamic, proactive, and results-oriented Customer Success Manager (CSM) to join our vibrant team. This hybrid role blends strategic relationship management with sales acumen and data expertise. You will be the primary advocate for a portfolio of existing clients, ensuring they derive maximum value from our space utilization data and technology while actively identifying, pursuing, and closing expansion opportunities. A key component of this role involves guiding clients in leveraging data effectively to achieve their business objectives. If you excel at building trust, have a knack for sales, and are comfortable diving deep into data, this role is for you.. Responsibilities:. . Relationship Management:. . . Develop and maintain strong, long-lasting relationships with key stakeholders within your assigned client portfolio.. . Serve as the primary point of contact and trusted advisor post-initial sale.. . Conduct regular business reviews to assess client health, showcase value, understand evolving needs, and align on strategic goals.. . Proactively monitor client engagement and health metrics to identify risks and opportunities.. . Act as the voice of the customer internally, providing valuable feedback to Product, Sales, and Engineering teams.. . . . Expansion Sales:. . . Actively identify upsell and cross-sell opportunities within your existing client base by understanding their business challenges and aligning them with additional Occuspace use cases.. . Manage the sales cycle for expansion deals, from identification and qualification to negotiation and closing.. . Meet and exceed assigned expansion revenue targets.. . Collaborate with the core Sales team for complex renewals or significant new opportunities as needed.. . . . Data Enablement & Adoption:. . . Onboard new clients (or new teams within existing clients) onto the Occuspace portal, ensuring a smooth transition and initial value realization.. . Deeply understand client use cases and guide them on how to best utilize our software and data capabilities to achieve their specific goals.. . Train and empower client users to effectively interpret data, utilize platform features, and generate actionable insights.. . Assist clients in troubleshooting data-related questions and analysis challenges.. . Promote best practices in data analysis and data-driven decision-making using our tools.. . . . Internal Collaboration & Reporting:. . . Maintain accurate and up-to-date client records, activities, and expansion pipeline information in our CRM system, Hubspot.. . Use data available to monitor KPIs related to client health.. . Collaborate effectively with internal teams (CS, Implementation, Product, Engineering, Marketing, Sales) to ensure a seamless client experience.. . . Experience working with clients in . higher education, corporate real estate,. or . government sectors. is a big plus.. . Bachelor’s Degree.. . At least five years in a Customer Success, Account Management, or Sales role, preferably within a B2B SaaS, measurement, or data analytics company.. . Demonstrated Expansion Acumen: Proven track record of successfully identifying, managing, and closing expansion, upsell, or cross-sell opportunities. Comfortable discussing commercial terms and negotiating deals.. . Strong Data Analytics Skills: Solid understanding of data analysis concepts. Ability to interpret datasets, identify trends, and help clients derive insights from data. . . Client-Centric Mindset: Passion for helping clients succeed and achieve their business outcomes.. . Excellent Communication Skills: Outstanding verbal, written, and presentation skills, with the ability to explain complex technical and data concepts clearly to various audiences.. . Relationship Building: Proven ability to build and maintain strong relationships with diverse stakeholders, including executives.. . Technical Aptitude: Comfortable learning and explaining software products and data platforms.. . Problem-Solving: Proactive and adept at identifying client challenges and finding effective solutions.. . Organization & Time Management: Ability to manage a portfolio of clients, prioritize tasks effectively, and manage multiple competing priorities.. . Experience working in a remote environment productively.. . Ability to travel (Up to 25% of time.). . Experience using a CRM.. . Proficiency with G-Suite.. Company Location: United States.