Customer Success Manager
CurrentServe as the primary point of contact, fostering strong client relationships, and continuously engaging to understand needs, challenges, and objectives for B2B SaaS customers across all segments (SMB, Mid-Market, & Enterprise). Inaugural member of CSM department, refining customer success approaches for Outdoorsy’s B2B SaaS product solving operational, CRM, insurance, and payments pain points, for businesses. Leverage data-driven insights to develop and implement strategies to increase customer retention rates (NRR), drive revenue growth (GRR), and identify opportunities for upselling and cross-selling additional services based on customer needs. Spearhead customer onboarding to optimize product adoption and value realization. Deliver top-tier technical support, collaborating cross- functionally to tackle challenges and enhance the overall customer experience. Schedule and conduct success calls, conduct QBRs, and executive check-ins, to review progress and explore growth opportunities to achieve business objectives.🔑 Key Achievements 🔑▪ Managed and grew book of business of 80-120 accounts (all segments) worth over $5.2M in (ARR) annual recurring revenue▪ Initiated and led monthly webinars for users, reducing CS tickets by -7% in first 60 days, and increasing product adoption +15%▪ Spearheaded substantial +24% Y-o-Y growth in book of business’s net recurring revenue (NRR)▪ Achieved or exceeded > 100% net retention targets by mitigating churn of accounts, and monitoring account health proactively▪ Headed implementation and execution of omnichannel customer engagement strategies, effectively scaling operations to alignwith and advance business objectives▪ Pioneered CSM team, contributing significantly to development & refinement of Customer Success programming & playbooksdesigned to proactively identify risks and opportunities for expansion.