OneSource Virtual

Compensation

Full Description

Job Description: • Design and maintain collateral that CSMs will use to drive strategic value for our customers, including Executive Business Reviews and recurring meetings. • Lead initiatives to proactively identify customer churn/contraction risks, support CSMs with mitigation strategies, and operationalize escalation paths. • Optimize account allocation, customer segmentation & territory planning, and capacity forecasting to support resource management and team growth. • Serve as a strategic partner to CS leadership and CSMs by evolving new hire onboarding, playbook development, renewal workflows, and ongoing internal training. • Drive alignment across teams within the Customer Office and cross-functionally to support upsell and retention goals. Requirements: • Bachelor’s degree or equivalent experience • 8+ years in Customer Success Management or Customer Success Enablement in a SaaS or technology-enabled services company • Expertise in Salesforce (reports, dashboards) and Microsoft Office (Excel, Outlook, Word) • Experience with customer success platforms (e.g., Planhat, Gainsight, Churn Zero, etc.) • Project management skills • Familiarity with Workday or the Workday ecosystem is a plus Benefits: • Health insurance • Professional development opportunities