Strategic Customer Success Manager

🕒 March 23

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Logo of CertifID

CertifID

11 - 50 employees

Founded 2017

💳 Fintech

🏠 Real Estate

🔒 Cybersecurity

💰 $12.5M Series A on 2022-05

Fintech • Real Estate • Cybersecurity

CertifID is a technology company that specializes in protecting against wire fraud, particularly in real estate transactions. Their platform offers solutions for verifying identities and validating bank details, protecting real estate agents, law firms, title agents, and home buyers/sellers from fraud. With services like fraud recovery and wire fraud insurance, CertifID ensures transactions are secure. The company partners with title companies and law firms to enhance the standard of care for clients, providing a robust insurance coverage to protect client funds. CertifID is highly rated for wire fraud protection, with user-friendly software that quickly and effectively prevents fraudulent transactions.

📋 Description

• Proactively identify, develop, and close upsell and cross-sell opportunities • Execute win/win renewal negotiations with commercial discipline • Manage renewal forecasting accurately • Navigate competitive displacement scenarios • Partner with leadership to refine playbooks and expansion strategies • Own and manage a portfolio of enterprise and mid-market customers • Design and execute structured onboarding plans • Build and maintain multi-threaded relationships across customer organizations • Leverage customer data and live touchpoints to monitor account health • Coordinate and lead all onboarding, business reviews, and cadence calls • Serve as a subject matter expert on CertifID's products • Engage in and occasionally lead cross-functional work

🎯 Requirements

• 7+ years of experience in customer success or account management • Proven track record of identifying and closing expansion opportunities • Experience managing the full renewal cycle • Demonstrated ability to build executive-level relationships • Strong commercial acumen • Proficiency with CSPs and CRMs — Gainsight, Salesforce, or equivalent • Ability to leverage customer data and analytics • Strong background in value selling post-implementation • Exceptional communication and presentation skills • Strong organizational skills • Willingness to travel (up to ~25%) for customer meetings

🏖️ Benefits

• We’re looking for people who are eager to learn, adapt, and solve challenges • Dynamic work environment allowing for meaningful impact • Recognized as one of the Best Startups to Work for in Austin • Best Culture by Purpose Jobs two years in a row

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