SugarAI is redefining CRM for the age of AI.
We’re delivering on the original promise of CRM—turning fragmented customer and revenue signals into clear, prioritized action. Instead of more dashboards or surface-level insights, we help teams focus on what matters most and know exactly what to do next.
More than two decades after our founding, we’re entering a new chapter with clarity and momentum—building intelligent, intuitive solutions that work within the flow of how teams actually sell and serve. We’re focused on solving complex, real-world challenges where relationships, context, and precision make all the difference.
Our global team is united by a shared commitment to impact, ownership, and continuous growth. We create an environment where thoughtful ideas move quickly, where people are trusted to lead, and where flexibility supports how great work gets done.
If you’re excited to help shape what’s next in AI-driven CRM—and build technology that drives real outcomes—we’d love to meet you.
Impact You Will Make in the Role:
- Customer Relationship Management: Build and maintain strong relationships with key stakeholders within client accounts. Act as a trusted advisor to guide clients in leveraging our CX platform for maximum impact, ensuring long-term satisfaction and value realization.
- Account Ownership & Renewals: Own the entire post-sale lifecycle for assigned accounts, including ensuring timely contract renewals, driving retention strategies, and mitigating churn risks.
- Growth Opportunities: Identify and execute on opportunities for upselling and cross-selling across existing client portfolios. Leverage deep knowledge of clients’ business needs and our product offerings to provide tailored solutions.
- Data-Driven Decision Making: Use client data and analytics to track account health, uncover opportunities, and tailor strategies that maximize customer success. Monitor key success metrics (e.g., adoption rates, usage patterns) to proactively address potential challenges and maximize renewal probability.
- Collaboration & Networking: Work cross-functionally with sales, product, and support teams to address customer needs and deliver exceptional service. Identify new contacts and departments within existing accounts to expand product adoption and customer footprint.
- Customer Advocacy: Act as the voice of the customer within the company. Gather feedback and communicate customer needs and insights across product, sales, and marketing teams to help guide the direction of product development and marketing strategies.
What You Will Bring:
- Proven Track Record: 4-7 years of experience in customer success, account management, or client-facing sales roles with direct responsibility for renewals, retention, and expansion within a SaaS B2B environment.
- Customer-Centric Mindset: Demonstrated ability to build long-lasting relationships with clients, anticipating needs and providing value-added solutions. Comfort working in a consultative manner to advise on business process improvements through technology, a deep understanding of customer pain points, and the ability to navigate complex client relationships.
- Revenue Growth Expertise: Success in identifying upsell and cross-sell opportunities, with a clear understanding of how to leverage customer relationships to drive revenue growth and meet KPIs.
- Communication Excellence: Ability to communicate effectively across all levels of an organization, including C-suite executives, both verbally and in writing. You should be clear, concise, and persuasive in your approach.
- Resilience & Motivation: Demonstrated ability to thrive in a dynamic environment, managing multiple priorities and consistently delivering results while maintaining a positive, proactive attitude.
- Team Collaboration: You excel in team settings, working cross-functionally to ensure clients receive a seamless experience. You contribute to the broader team success and offer insight into best practices for customer engagement.
Skills Required
- 4-7 years of experience in customer success, account management, or client-facing sales roles
- Experience with renewals, retention, and expansion
- Experience in a B2B SaaS environment
- Ability to build and maintain long-term client relationships
- Consultative ability to advise clients on business process improvements through technology
- Experience identifying upsell and cross-sell opportunities
- Ability to communicate effectively with all organizational levels, including C-suite executives
- Ability to manage multiple priorities and deliver results in a dynamic environment
- Ability to collaborate cross-functionally with sales, product, and support teams
SugarAI Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SugarAI and has not been reviewed or approved by SugarAI.
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Healthcare Strength — Medical, dental, vision, and mental-health support are part of the package, with HSA/FSA options and coverage starting on day one in the U.S. Wellness programs, an EAP, and even pet insurance are also highlighted.
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Retirement Support — A 401(k) with company match is offered alongside access to financial advisors, plus life and disability insurance. These elements indicate meaningful long‑term financial backing.
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Leave & Time Off Breadth — Unlimited PTO, paid holidays, paid volunteer time, and paid parental leave are described across postings. Remote‑work programs and home‑office stipends further support time‑off flexibility.
SugarAI Insights
What We Do
SugarAI provides software that helps revenue teams manage and grow their customer accounts with greater visibility and control. Our Precision Selling platform delivers account-level insights that highlight risk, uncover expansion opportunities, and guide sellers toward clear next steps. Used by thousands of companies in more than 120 countries, SugarAI supports organizations operating in complex, relationship-driven sales environments.
Why Work With Us
Our global team is united by a shared commitment to impact, ownership, and continuous growth. We create an environment where thoughtful ideas move quickly, where people are trusted to lead, and where flexibility supports how great work gets done.
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