Customer Success Manager - Data Solutions

Reposted 19 Hours Ago
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Tampa, FL, USA
In-Office
Mid level
Software
The Role
The Customer Success Manager will own post-sale relationships, drive product adoption, ensure client satisfaction, and collaborate with internal teams to support account growth and expansion.
Summary Generated by Built In
About the Role
We are seeking a dynamic and experienced Customer Success Manager who will act as a strategic partner to our clients: owning product adoption, driving measurable outcomes, and building long-term, trusted relationships. This role is crucial in ensuring our customers derive maximum value from our products, achieve their business objectives, and remain engaged advocates of Validity’s solutions.
As a key member of our Customer Success team, you will manage a portfolio of clients, guiding them through every stage of the post-sale lifecycle - from adoption to expansion. You’ll collaborate closely with cross-functional teams including Account Management, Product, and Support to ensure your clients are not just satisfied, but successful.
Team Dynamic

You’ll be joining a customer-centric organization that values strategic thinking, autonomy, and continuous growth. If you’re passionate about helping clients succeed and thrive in a collaborative environment where your voice and impact matter - this is the role for you.
Position Duties and Responsibilities
  • Own the post-sale relationship for a portfolio of strategic accounts, focusing on product usage, adoption, and value realization
  • Serve as a trusted advisor, deeply understanding each client’s business model, goals, and success metrics
  • Proactively manage the client journey through regular business reviews, success planning, and strategic consultation
  • Leverage data insights to tell compelling stories, identify trends, and drive adoption through tailored recommendations
  • Actively contribute to product and process improvements by surfacing client feedback and collaborating with internal teams
  • Collaborate in building strong multi-threaded relationships across client organizations, from end-users to executive stakeholders
  • Identify opportunities to support account growth and expansion in collaboration with the Account Manager
  • Serve as the internal voice of the customer, championing their needs across departments to drive satisfaction and retention
  • Ensure consistent, high-quality follow-through on customer issues and act with urgency to resolve any blockers to success
Required Experience, Skills, and Education
  • 3+ years of experience in a Customer Success, Account Management, or related SaaS client-facing role
  • Proven ability to drive product adoption and customer outcomes in a B2B technology environment
  • Strong consultative and communication skills, including experience leading client calls and executive briefings
  • Comfortable with interpreting data and KPIs to inform strategy and client discussions
  • Demonstrated success managing multiple clients in a fast-paced environment, balancing competing priorities with ease
  • Experience collaborating cross-functionally to deliver a seamless customer experience
  • Strong business acumen and the ability to align product features to customer goals
  • Proactive, self-starter attitude with a passion for building long-term relationships and delivering value
  • History of consistently achieving/surpassing goals in terms of metrics and customer feedback/advocacy
Preferred Experience, Skills, and Education
  • Bachelor’s degree
  • Customer-facing SaaS experience
  • Familiarity with CRM data industry best practices
  • Knowledge of Salesforce CRM application, including data structure and API integration
  • Salesforce Administrator Certification

Skills Required

  • 3+ years of experience in a Customer Success, Account Management, or related SaaS client-facing role
  • Proven ability to drive product adoption and customer outcomes in a B2B technology environment
  • Strong consultative and communication skills
  • Comfortable with interpreting data and KPIs to inform strategy and client discussions
  • Demonstrated success managing multiple clients in a fast-paced environment
  • Experience collaborating cross-functionally to deliver a seamless customer experience
  • Strong business acumen and the ability to align product features to customer goals
  • Proactive, self-starter attitude
  • History of consistently achieving/surpassing goals in terms of metrics and customer feedback/advocacy
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The Company
HQ: Boston, Massachusetts
329 Employees
Year Founded: 2018

What We Do

Businesses run better and grow faster with trustworthy data. For over 20 years, tens of thousands of organizations across the world have relied on Validity solutions – including Everest, DemandTools, BriteVerify, GridBuddy Connect, and MailCharts – to target, contact, engage, and retain customers effectively. Marketing, sales, and customer success teams worldwide trust Validity solutions to help them create smarter campaigns, generate leads, drive response, and increase revenue.

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