Take ownership of the client relationship post-onboarding, with strong emphasis on proactive outbound calls to drive seat expansion, plan upgrades, and sales growth.
Identify upsell opportunities early and lead customers through the decision-making process to close upgrades.
Client Engagement & Success
Conduct regular check-ins and success reviews to uncover business needs and opportunities for deeper product usage.
Guide customers through onboarding of new features to increase adoption and long-term value.
Customer Insights & Data
Analyse usage trends and customer data to identify expansion opportunities and risks.
Translate insights into actionable steps for account growth and retention.
Cross-Functional Collaboration
Partner with Customer Success, Support, and Product teams to ensure customers have everything they need to succeed.
Advocate on behalf of customers by relaying feedback and insights to the Product team.
Requirements:Who You AreSales-Driven & Customer-Focused
1-2 years of experience in Customer Success or Account Management, with at least 1 year in a sales-driven SaaS environment.
Proven track record of identifying upsell opportunities and converting them into successful expansions.
Proactive & Highly Organised
Excellent time management skills-able to balance outreach, meetings, follow-ups, and CRM updates efficiently.
Takes initiative: you don't wait for problems to arise; you proactively reach out to customers to build relationships and identify opportunities.
Exceptional Communicator
Confident and empathetic communicator, especially over the phone, supported by video and email as secondary channels.
Ability to simplify complex product concepts in a customer-friendly way.
Tech-Savvy & Detail-Oriented
Comfortable working with data, customer health tools, spreadsheets, and CRMs (ideally HubSpot and ChurnZero).
Meticulous in documenting interactions, next steps, and insights within the CRM.
Benefits:Why You'll Love Working HereIf you are a motivated Customer Success Manager who is passionate about sales, growth, and health-tech, and enjoys connecting with customers to help them succeed, we would love to hear from you.
ShiftCare
Other Info
Permanent
Full-time
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ShiftCare
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