At Upland Software, you'll find smart, creative teams who love working together to deliver value for our customers, and a global culture of growth and possibility. Our operating model has always supported remote work—and as we keep growing and evolving our workplace, that won't change. We're passionate. We're proactive. We take pride in our work, and we love a good challenge. Sound like you?
Opportunity Summary: The Upland Team is looking for an exceptional Customer Success Manager based out of Australia who will actively engage and partner with our enterprise customers to maximize adoption and achieve measurable business outcomes. Customer Success Managers (CSMs) will own the customer journey, working with key stakeholders and executive sponsors to drive long-standing partnerships and revenue retention. This role will focus on the Panviva and BA Insight solutions which both sit in the knowledge space.
The CSM is responsible for overall customer wellbeing by monitoring customer health, producing success and maturity plans based on mutually agreed goals with the customer, identifying expansion opportunities and billable services, and acting as an escalation point for customer issues. The CSM is also responsible for negotiating and managing contract renewals. We are looking for people who have the magic combination of domain expertise, commercial acumen, and a love for helping customers achieve success.
This is a fully remote role.
Primary Responsibilities: Manage a portfolio of approximately 25 accounts, understanding business goals and challenges to help achieve renewal targets and long-term account growth. Own, drive, and manage the end-to-end customer relationship, ensuring customer satisfaction, renewal, and expansion. Define and execute success plans for maturing and expanding customer accounts by establishing and managing relationships and understanding critical success factors. Collaborate with internal cross-functional counterparts in Sales, Product, Engineering and Professional Services to evolve, grow and mature our customers. Maintain a highly collaborative, positive, & synergistic relationship with the customer and with internal teams to ensure quality solution delivery and support. Senior level relationship ownership and management. Understand clients' business and identify opportunities for Upland to add value. Provide leadership and insight into customer's objectives, process and technology roadmaps. Identify any potential risks associated to customer health and retention and communicate regularly to leadership team. Collaborate with internal cross-functional teams to create and execute risk mitigation plans. Facilitate multiple moving parts, resources & communication chains. Manage customer subscription renewals, including proposal development, estimates and commercial negotiations. New opportunity (growth) identification; hand over to account executive if required. Requirements: Bachelor's Degree in relevant discipline such as Business, Technology or related field 4+ years relevant work experience in client-facing roles for technology companies Experience as a commercially focused Customer Success Manager or Account Manager At least 2 years of experience in a SaaS/Cloud product company Strong relational skills to establish Trusted Advisor relationships with large complex Enterprise customers Innovative and assertive, with the ability to pick up new technologies and assess situations quickly Creative problem solver and team player Extremely proactive, highly organized, with ability to manage multiple tasks Desired Skills: Knowledge Management Salesforce CRM Commercial acumen Upland Software (Nasdaq: UPLD) is a leader in cloud-based tools for digital transformation. To learn more, visit . Upland Software is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other legally protected status.
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