Customer Success Manager

We're seeking an experienced Account Manager with a Customer Success mindset who has proven success consistently hitting or exceeding quotas. This role is perfect for someone who thrives on uncovering and closing strategic upsell opportunities while developing long-term and strategic relationships with customers. You'll own a portfolio of premium accounts, building deep relationships with stakeholders, identifying whitespace opportunities, and expanding usage of TrackVia's platform.

At TrackVia, we don't split Customer Success and Account Management-you're responsible for both growing revenue and delivering value. We've found this hybrid set-up best as you get to know your customers, and they get to know and trust you. But this means you'll need to be just as comfortable presenting a business case for upsell as you are delivering a quarterly health check or success plan.

• Own a portfolio of assigned accounts and drive expansion revenue through upsell and cross-sell opportunities.
• Proactively identify, create, and close upsell deals by understanding customer goals, pain points, and processes.
• Manage pipeline and accurately forecast expansion revenue; consistently hit or exceed quota.
• Execute strategic growth plans within accounts, collaborating with marketing and product teams when needed.

• Develop and maintain strong business relationships with customer stakeholders, becoming a trusted advisor.
• Lead customer health checks to assess usage, application performance, and adoption.
• Educate customers on platform features, best practices, and new functionality.
• Partner with clients to define short, mid, and long-term goals, and develop joint success plans to realize them.
• Support onboarding and implementation teams; follow escalation processes as needed for at-risk accounts.
• Visit customers periodically (up to 30% travel) to deepen engagement and drive outcomes.

• 4-6+ years of proven success in a quota-carrying Account Manager or Customer Growth role at a B2B SaaS company.
• Demonstrated ability to identify and close upsell opportunities within existing accounts.
• Experience working with mid-market to enterprise B2B clients, ideally in field service, manufacturing, healthcare, construction, or facilities management.
• Outstanding communication skills-clear, articulate, and persuasive in both written and verbal formats.
• Strong project management and problem-solving skills; able to juggle multiple priorities across accounts.
• Highly proficient using tools like Salesforce, Excel (for data/reporting), PowerPoint (for executive summaries), and other reporting platforms.
• General familiarity of common software solutions used by companies to manage their day-to-day operations and work.
• Bachelor's Degree with solid general business acumen.
• Bonus points for technical acumen with integrations between SaaS products

• Impact: You'll play a key role in scaling a customer-centric revenue function.
• Autonomy: Own your book, make decisions, and directly shape customer outcomes.
• Flexibility: Remote-first culture with travel as needed for high-value engagements.
• Compensation: Competitive base salary + uncapped variable earnings.
• Benefits: Full health coverage, 401(k), generous PTO, and a collaborative, mission-driven team.

The salary range for this position is $85,000 - $90,000 + commission depending upon experience.