Top Customer Success & Experience Jobs in Birmingham, AL

Own post-sale relationships for a portfolio of B2B SaaS accounts from onboarding through renewal and expansion. Develop tailored adoption plans, monitor usage and support patterns, identify renewal risks, and lead customer conversations. Partner with sales on handoffs and collaborate with support and product to resolve issues. Support technically sophisticated customers running self-hosted or open-source Plane deployments, including those in regulated and enterprise environments.

Manage and grow a portfolio of customer accounts throughout the lifecycle. Build stakeholder relationships, lead account planning and business reviews, improve adoption and retention, and identify renewal, cross-sell, upsell, and expansion opportunities. Analyze customer and water-system data to provide recommendations, monitor account health, and address risks. Collaborate with Sales, Product, Operations, Finance, Support, and Field Services while forecasting revenue opportunities and advocating for customer needs. The role is remote in the U.S. with travel up to 20%.

Lead the US Customer Success and Implementation organization, overseeing retention, churn, expansion enablement, customer health, onboarding, implementation performance, KPI reporting, and operational scalability. Develop team leaders and senior CSMs, manage executive customer escalations, standardize processes, improve forecasting and automation, and align customer feedback with Product, Marketing, Sales, and company strategy.

Manage and optimize B2B marketing campaigns, serving as the primary customer contact and liaison with sales and operations. Responsibilities include campaign setup, kickoff calls, performance monitoring, quality control, reporting, CRM updates, customer communications, QBRs, and proactive issue resolution. The role requires strong organization, communication, presentation, analytical, and problem-solving skills while operating independently in a remote environment.

Serve as the strategic technical advisor for enterprise SaaS customers after go-live. Manage technical relationships, platform adoption, integrations, scalability, risks, releases, escalations, and optimization. Partner with Customer Success, Engineering, Product, Support, and Implementation teams to resolve issues and drive retention, value realization, and expansion. Lead technical reviews, workshops, Executive Business Reviews, documentation, and process improvements. The role requires approximately 30–40% travel across Europe and North America.

The Senior Client Associate manages operational support for advisors, enhancing client service, streamlining onboarding, and ensuring compliance while maintaining client data in Salesforce.

Lead and grow a team of ~15 client partners to drive retention, product adoption, and revenue expansion across brand and agency accounts. Set segment strategy, build executive client relationships, collaborate cross-functionally on go-to-market and product feedback, implement scalable account planning and forecasting, and coach high-performing teams to deliver consistent, measurable client outcomes.

Lead technical implementations and configuration for new customers, provide omnichannel support and documentation, engage customers to gather requirements and feedback, collaborate with Account Management, Sales, Product, and Engineering to drive successful deployments and expansions, and help refine implementation processes to accelerate customer value.

Manage the post-sales lifecycle for a portfolio of customers: drive adoption, mitigate renewal risk, coordinate executive reviews, champion AI-enabled workflows, maintain Salesforce and HubSpot records, and collaborate with Sales and Solutions to retain and grow accounts.

Own technical execution of attention measurement for complex client accounts: campaign setup, tag implementation and live-tracker debugging, QA, data exploration in Excel/Looker/SQL, partner integrations, client-facing technical guidance, and cross-functional process automation.