Alleaz

Compensation

Full Description

Role Overview The Customer Success Specialist – Cross Sales will act as a trusted advisor to existing customers, ensuring successful adoption while identifying and driving cross-sell opportunities across additional modules, features, services, and related solutions. This role blends customer success, relationship management, and consultative selling, with a strong focus on customer value realization and long-term account growth. Key Responsibilities Customer Success & Relationship Management • Serve as the primary point of contact for assigned customers post-implementation • Develop a deep understanding of customer goals, business challenges, and learning strategies • Conduct regular check-ins, success reviews, and health assessments Cross-Sell & Revenue Growth • Identify cross-sell opportunities within existing accounts (additional licenses, modules, integrations, services, or add-ons) • Educate customers on new features, enhancements, and complementary solutions aligned with their needs • Partner closely with Sales, Account Management, and Product teams to position solutions effectively • Support renewal conversations by demonstrating value and ROI Strategic Advisory • Act as a strategic advisor on best practices for LMS usage, learner engagement, and revenue generation through education • Recommend solutions to help customers expand training programs for employees, members, partners, or customers • Leverage Salesforce data and dashboards to track customer usage and growth opportunities Collaboration & Reporting • Maintain accurate account notes, opportunities, and forecasts in Salesforce • Share customer feedback with Product and Leadership teams • Contribute to playbooks and success strategies for cross-selling and upselling Qualifications & Skills • 3–5 years of experience in Customer Success, Account Management, or Inside Sales (SaaS preferred) • Experience with Salesforce® and/or LMS platforms strongly preferred • Proven ability to identify and close cross-sell or upsell opportunities • Strong consultative communication and presentation skills • Ability to understand technical solutions and translate them into business value • Self-motivated, organized, and comfortable managing multiple accounts Preferred Experience • Experience working with associations, nonprofits, corporate training, or member-based organizations • Familiarity with SaaS metrics such as adoption, retention, expansion, and churn • Background in education technology or learning solutions What We Offer • Opportunity to work with a leading Salesforce-native LMS • Collaborative, growth-oriented culture • Competitive compensation with performance-based incentives