Customer Success Manager (Expansion) - US
$80,000–$100,000 year
RemoteUnited States
Job Summary
Own a $50K/month expansion number from Day 1, hunting upsell and cross-sell inside your book of business while protecting it through healthy adoption and on-time renewals. Drive the post-sale customer journey from onboarding and activation through adoption, renewals, and expansion, serving as a trusted advisor who ensures customers realize measurable value from the platform. Partner closely with product and support to keep accounts healthy, but manage your own calendar, pipeline, and forecast accurately to hit monthly targets. Build rigorous expansion systems to prospect within existing accounts, find untapped potential, and turn healthy accounts into growing ones through regular check-ins and strategic business reviews.
Required Qualifications
- A documented track record of carrying and hitting a sales quota
- 3+ years in a closing role (AE, expansion/growth AE, quota-carrying account manager, or similar)
- Proven ability to source, build, and close expansion and upsell revenue in a book of business
- A hunter's mentality: comfortable driving urgency, handling objections, negotiating, and asking for the close
- Strong discovery and value-selling skills
- Comfort operating against a monthly number
- Self-direction to manage your own pipeline and forecast accurately
- Proficiency with CRM and sales tooling (e.g., HubSpot)
- Excellent communication and executive presence
- Proficient with collaboration tools like Slack, Google Workspace, and Fathom
Desired Qualifications
- Experience selling or expanding in tax, accounting, or financial services
- Background in high-growth SaaS, fintech, or startup environments carrying an expansion or new-business quota from Seed Stage to Series A+
- Experience selling technical or AI-powered products to professional-services buyers
- Familiarity with usage and health data to spot and prioritize the highest-propensity expansion accounts
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