Customer Success Manager

What You’ll Be Doing

Drive Customer Value and Growth

• Own a portfolio of strategic accounts and deliver measurable outcomes that drive customer ROI.
• Lead consultative onboarding and successful program implementations, ensuring executive alignment and using established playbooks and processes.
• Drive revenue growth across your portfolio through increased adoption, program optimization, and successful renewals.
• Monitor engagement, program performance, and usage trends to ensure customers are realizing value from their program.
• Identify and drive opportunities to expand Cardata's programs within existing accounts based on customer goals, usage insights, and organizational changes.

Be a Trusted, Proactive Partner

• Build trusted relationships with key stakeholders including executives, program administrators, HR leaders, and finance partners.
• Lead executive business reviews and QBRs that showcase data-backed value and growth opportunities.
• Collaborate cross-functionally to deliver seamless customer experiences while championing customer needs in alignment with Cardata’s growth objectives.

Deliver Long-Term Outcomes

• Create and deliver engagement strategies that deepen adoption, sustain long-term value, and strengthen customer loyalty.
• Drive end-to-end renewal cycles, negotiating terms and securing multi-year commitments where possible.
• Work proactively with customers to address challenges and ensure programs continue delivering value ahead of renewal cycles.
• Partner with leadership to refine customer segmentation, playbooks, and success frameworks that scale across the organization.
• Collaborate cross-functionally with Product, Sales, Operations, and Support to streamline processes and improve the customer experience.

Own Renewal Readiness and Retention

• Drive renewals