Senior Customer Success Manager

🕒 May 13

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QuotaPath

51 - 200 employees

Founded 2018

☁️ SaaS

🏢 Enterprise

💰 $41M Series B on 2022-04

SaaS • Marketing • Enterprise

QuotaPath is a robust platform that provides tools for businesses to customize, share, and track URLs and QR codes. It offers dynamic solutions tailored to various business needs, such as creating branded links, mobile links, and QR codes, alongside providing analytics to track performance. QuotaPath's platform is designed to support enterprises across a variety of industries, including retail, hospitality, media, technology, healthcare, and financial services, among others. The platform aims to enhance digital customer interactions by offering a comprehensive suite of link management and tracking tools. QuotaPath's services make it easier for businesses to connect with their audiences, manage digital touchpoints, and analyze customer engagement effectively.

📋 Description

• Lead end-to-end onboarding for our larger customers, including kick-off calls, account configuration, CRM integrations, and live training. • Conduct thorough data discovery and compensation plan mapping across multiple systems and data sources. • Act as a compensation process expert - educating customers on best practices for plan creation, modeling, and CRM structure. • Collaborate closely with Solutions Engineers and Account Managers to deliver a cohesive, best-in-class customer experience. • Navigate multi-stakeholder environments confidently, presenting solutions to VPs, Finance, and Revenue Operations leaders. • Identify and surface upsell opportunities in partnership with the Account Management team. • Gather and synthesize customer feedback to inform product improvements. • Contribute to refining and improving the onboarding process as we scale into more premium and complex customer segments.

🎯 Requirements

• 5+ years in a customer-facing role such as Customer Success, Implementation, Onboarding, or Account Management - ideally in B2B SaaS. • Proven experience managing complex, multi-stakeholder implementations with multiple data systems and integrations. • Strong CRM proficiency - hands-on experience administering or deeply working within Salesforce, HubSpot, or comparable platforms. • Advanced spreadsheet skills (Google Sheets or Excel) - you’re comfortable building models, doing data mapping, and troubleshooting formula logic. • Demonstrated ability to leverage AI tools to increase productivity, improve deliverables, and solve ambiguous problems faster. • Strong project management skills with the ability to handle multiple complex onboardings simultaneously without dropping the ball. • Excellent written and verbal communication - you can break down technical concepts for both technical and non-technical audiences. • High attention to detail and a natural sense of curiosity when something doesn’t add up. • Bonus Points • Experience with compensation plans, commission structures, or RevOps workflows. • Familiarity with ERP systems or experience connecting multiple data systems. • Experience with SQL, Python, or other data tools. • Prior experience at an early-to-mid stage startup where you’ve had to build as you go.

🏖️ Benefits

• Competitive on-target earnings with base salary + variable (shared during the interview process). • Generous equity offerings + 401(k) contribution • Comprehensive health coverage with 90% of employee premiums paid. • Flexible PTO and half-day Fridays year-round. • A collaborative, inclusive team that genuinely invests in your growth and development.

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