Customer Success Consultant - Strategic Accounts - Remote

Overview

The Customer Success Consultant – Strategic Accounts is a trusted advisor responsible for driving adoption, value realization, and long-term success for a focused portfolio of high-value strategic customers.

In Short

• Serve as a dedicated strategic advisor to a smaller, high-impact book of business.
• Conduct quarterly Strategic Review meetings with each customer to assess progress and align on goals.
• Develop and maintain shared Success Plans outlining customer objectives and success metrics.
• Provide annual Budget Planning Documents to support customers in securing internal funding.
• Act as the primary point of contact for strategic customers, ensuring a seamless experience.
• Analyze customer usage data to inform proactive outreach and strategic recommendations.
• Identify and nurture expansion opportunities through consultative conversations.
• Champion the voice of the customer internally and advocate for product enhancements.
• Maintain accurate records in CRM and customer success platforms.
• Track and report on key performance indicators including engagement and retention.

Requirements

• 3–5+ years of experience in customer success, account management, or consulting.
• Proven ability to manage executive relationships and lead strategic planning conversations.
• Strong analytical skills and comfort with data-driven decision-making.
• Excellent communication, presentation, and interpersonal skills.
• Experience with CRM systems (Salesforce preferred) and customer success tools.

Benefits

• Opportunity to work with high-value strategic customers.
• Be part of a company recognized for its positive impact in the Govtech industry.
• Engage in meaningful work that drives change in communities.
• Collaborate with cross-functional teams to deliver value to customers.
• Contribute to continuous improvement initiatives in customer success.