Customer Success Lead

Banyan Software

$94K *
Consumer Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in expansion sales, account management, or customer success at a product-led SaaS company
  • Proven track record of meeting expansion or retention revenue targets
  • Ability to quickly learn and demonstrate product features without needing a solutions engineer
  • Experience in creating scalable commercial systems including signals and playbooks
  • Fluency in building AI-first systems from the ground up

Responsibilities

  • Develop AI-powered systems for account signals and upgrade triggers
  • Identify and engage accounts ready to move upmarket via video call, in-app, and email sales
  • Create effective onboarding processes for high-potential customers
  • Establish predictable systems for identifying and closing upsell opportunities
  • Integrate customer feedback into the AI onboarding experience
  • Transform successful customers into advocates through referrals and testimonials

Benefits

  • Flexible work environment with remote options
  • Opportunity to build and innovate with AI technologies
  • Be part of a beloved platform with a large and engaged user base
  • Collaborative, flat team structure that encourages ownership and input
  • Professional development opportunities to advance skills and career growth
Full Job Description
The Role
Own expansion revenue for Teamup, the calendar trusted by over 5 million users that helps
businesses organize schedules, resources and teams for efficient operations at any scale. You
build the systems that identify the accounts that should move upmarket, then sell into them:
high-velocity, consultative, and light-touch, helping customers solve their problems better with
Teamup. This is a doer role on a flat team.

The Opportunity
• Build the commercial playbook from scratch for a beloved platform of 5 million monthly
active, highly engaged users: the signals, the plays, the motions, and the systems that
become how the company predictably expands

Responsibilities
• Build the AI-powered systems that do not exist yet: account signals, upgrade triggers,
and the playbooks
• Identify the problems we can solve and the accounts that should move upmarket, then
sell into them by video call, in-app, and email
• Build onboarding for high-potential customers and the activation motion that turns them
into durable long-term customers
• Develop predictable, reliable systems to spot and close upsells inside everyday
customer interactions
• Build a feedback loop into our AI onboarding experience
• Turn successful customers into advocates: referrals, reviews, and stories that feed the
flywheel

Requirements
• 5+ years in expansion sales, account management, or customer success at a
product-led SaaS company
• A track record of carrying and hitting an expansion or retention revenue target
• Deep product fluency: you learn tools fast, demo live, and answer hard questions without
a solutions engineer
• Experience building lightweight commercial systems that work at scale: signals,
playbooks, CRM discipline
Who You Are
• You build with AI every day because you want to, and the systems you create are AI-first
from the start
• You sell because you like helping customers solve problems, and you build systems so
that help reaches every account
• You want the whole number: finding the account, closing the upgrade, and building the
machine that makes it repeatable

The expected base salary is $94,000. excluding bonus (when applicable).Salary is based on a number of factors including market conditions, location and may vary depending on job-related skills and experience.

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