Manage 30+ enterprise SaaS accounts across implementation, adoption, renewal, and expansion. Lead stakeholder meetings and executive QBRs, maintain customer health data in Salesforce and Planhat, own GRR and NRR outcomes, mitigate risks, and identify upsell opportunities. Collaborate cross-functionally to resolve issues, drive platform adoption, support migrations, communicate AI capabilities, and represent customer needs internally. Travel 5–10% annually.
What You Will Be Doing
Your Qualifications
A few things we have to offer:
- Manage a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through renewal and expansion
- Conduct regular meetings with key customer stakeholders and deliver executive-level Quarterly Business Reviews (QBRs) that connect Cleo's platform capabilities to the customer's business outcomes
- Build broad and deep customer relationships that promote strong loyalty, referenceability, and long-term retention
- Understand each customer's organizational structure, business goals, and integration environment, and translate that understanding into actionable success plans
- Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled
- Own GRR and NRR outcomes for your book of business, proactively identifying risk signals and executing mitigation strategies to protect and grow ARR
- Monitor and act on customer health indicators, including utilization scores, CSM scores, support activity, and engagement cadence in Planhat
- Escalate issues appropriately to Services, Support, and Product, and drive resolution on behalf of the customer with urgency and accountability
- Maintain accurate, up-to-date records of customer health, risks, action plans, and renewal status
- Proactively identify and develop upsell and cross-sell opportunities within your book of business, contributing to the CS org's expansion pipeline targets
- Position Cleo's solution portfolio - including Charge Back Prevention, Direct Procurement Orchestration, TM&M, etc. - by linking customer goals to compelling business outcomes
- Develop well-reasoned expansion recommendations with strong close rates, collaborating with Sales as needed to advance opportunities
- Drive adoption through value realization, ensuring customers are actively utilizing the Cleo platform in ways that support their business objectives
- Collaborate with Cleo's CS Solutions team to address utilization gaps, optimize platform usage, and support customers through product migrations or transitions (e.g., legacy-to-cloud CIC migrations)
- Leverage AI-powered tools and workflows to enhance customer analysis, communication efficiency, and proactive outreach across your portfolio
- Partner closely with Sales, Pre-Sales, Professional Services, Support, and Product to deliver a seamless customer experience and represent the voice of the customer internally
- Develop vertical fluency in your assigned industry segment(s) - such as Logistics, Food & Beverage, CPG, Industrial Manufacturing, Healthcare, Finance, or Technology - to deepen customer relationships and add industry-relevant value
- Invest in developing both self and others, and contribute to CS organizational initiatives as required
- Leverage AI tools and agents in your day-to-day work to accelerate research, account preparation, communication drafting, and data analysis
- Serve as a knowledgeable resource for customers adopting AI-powered features within the Cleo platform - translate capability into business value for both technical and executive audiences
- Stay current on Cleo's AI product roadmap so you can proactively connect upcoming capabilities to customer needs before they have to ask
Your Qualifications
- 5+ years working at an Enterprise Software and/or SaaS company in Customer Success, Sales/Account Management, Professional Services, or a related field
- Demonstrable success managing GRR, NRR, or expansion pipeline targets in a quota-bearing or metric-accountable CS role
- Experience with CS platforms (Planhat preferred) and CRM tools (Salesforce); comfort maintaining rigorous data hygiene across both
- Proven ability to position software solutions and develop expansion opportunities, not just manage relationships
- Demonstrated success collaborating with and influencing cross-functional stakeholders and executives
- Industry fluency in one or more of Cleo's core verticals - Logistics, Food & Beverage, CPG, Industrial Manufacturing, Healthcare, Finance, or Technology - is a strong plus
- Familiarity with AI-powered workflows and a willingness to adopt emerging tools to improve productivity and customer outcomes
- Proven ability to work in a fluid, evolving environment with a continuous-improvement mindset
- Excellent communication and presentation skills directed at both business-oriented and technical audiences
- Ability to travel 5-10% on an annual basis for internal and external expectations
A few things we have to offer:
- Compensation: $75,000 - $100,000 + Bonus potential
- Great Healthcare + Dental + Vision
- Flexible PTO
- Culture of support, encouraging Life-Work balance
- 401k match
- FSA and HSA options
- Employee Assistance Program
- Paid Parental Leave
- Representing a company with 4,000+ clients and a 99% retention rate
- Accelerated title and salary growth potential
- A fun and energetic work environment that makes you excited to go to work every day
Similar Jobs at Cleo
Cloud • eCommerce • Information Technology • Professional Services • Software
Serve as first contact for customers via phone, email, chat; troubleshoot and resolve software installation, configuration, integrations, licensing, and connectivity issues; manage cases to SLA, document solutions, escalate complex issues, contribute to knowledge base, and leverage AI tools to accelerate and automate support tasks.
Top Skills:
AWSChatgptDnsEdiFirewallsFtpGeminiGCPHTTPHttpsIntegration PlatformsLinuxMftAzureMicrosoft CopilotSalesforceScriptingServicenowSftpSmtpSQLSshTcp/IpWindowsZendesk
Cloud • eCommerce • Information Technology • Professional Services • Software
The Senior UX Designer will create AI-driven user experiences for complex supply chain applications, conducting user research, collaborating across teams, and designing intuitive workflows.
Top Skills:
AIData AnalysisInteraction DesignPrototypingUser ResearchUx Design
Cloud • eCommerce • Information Technology • Professional Services • Software
Lead product strategy and execution: discover customer needs, define requirements and prototypes, prioritize roadmaps, work with engineering to deliver features, drive launches and go-to-market, and evangelize products while soliciting customer feedback to improve experience and growth.
Top Skills:
Ai TechnologiesSaaSSoftware Development
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
