Digital Customer Success Associate, Growth
Core
Manage a high-volume book of 200-300 SaaS/ecommerce accounts using automation and data tools to drive retention, renewals, and account health without traditional one-on-one meetings.
Role type
Digital Customer Success Associate (Growth Segment)
Builds
Retention and renewal outcomes for high-volume customer base
Domain
SaaS / Sales Tax Compliance / Fintech
Deliverable
product features
Required skills
High-volume account management, retention strategy, data analysis, cross-functional collaboration, technical issue translation, playbook development
Preferred skills
DevRev, HubSpot, Gainsight, ChurnZero, Jira, SaaS, fintech, tax/compliance, tech-touch CS program design
Technologies
DevRev, HubSpot, Gainsight, ChurnZero, Jira, admin panel, CS tooling
Responsibilities
Own post-onboarding relationship for 200-300 Growth accounts, proactively identify at-risk accounts to prevent churn, monitor account health metrics (login, usage, filing cadence, tax variance), validate data quality, act as escalation point for root-cause fixes, partner with Sales/Finance/Product, surface portfolio-wide patterns to leadership, manage high-volume queue and triage, maintain CS tool records, build/refine automated playbooks
Seniority
Junior to Mid-level, hands-on IC