Sr. Customer Success Manager - Data Solutions

Propelus

$90K — $130K *
US-AnywhereRemote in United States
Information Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in B2B SaaS Customer Success managing enterprise accounts.
  • Expertise in Professional Background Verification, Identity Compliance, or Workforce Credentialing.
  • Experience launching or scaling a new product line as a Customer Success Manager.
  • Comfortable with APIs and capable of troubleshooting technical challenges.
  • Ability to synthesize customer insights for Product team improvements.
  • Proficient in building workflows and improving team efficiency.
  • Familiar with Customer Success platforms (e.g., Gainsight) and CRMs (e.g., HubSpot).

Responsibilities

  • Manage strategic accounts and provide expert advice on identity compliance.
  • Lead the technical onboarding process for customers using REST-based APIs.
  • Create and standardize workflows for Support and Professional Services for scalability.
  • Handle the full commercial lifecycle, manage negotiations, and identify growth opportunities.
  • Resolve technical issues and maintain account health through support ticket management.
  • Identify when to transition tasks to dedicated Support or Professional Services teams.
  • Gather customer feedback to influence and improve the Product roadmap.

Benefits

  • Recognized as a top workplace by BuiltIn and the Stevie Awards.
  • Professional development allowance for personal growth.
  • Flexible work-life balance with ample PTO, including special time off for volunteering and personal milestones.
  • 401K matching and financial planning resources for US employees.
  • Comprehensive health insurance options for employees and dependents.
  • Lifestyle Spending Account available for personal well-being initiatives.
Full Job Description
We are looking for a Senior Customer Success Manager to lead our Data Solutions portfolio. This is a role for an expert builder who thrives at the intersection of technical integration and executive strategy (someone who can talk APIs with developers and ROI with the C-suite).

You will own the entire lifecycle for our high-value data customers, from guiding complex API onboardings to leading strategic business reviews. Beyond account management, you will be a foundational architect, defining the cross-functional processes between Support, Professional Services, and Success. If you are a process-driven professional who understands the nuances of Identity Verification, Background Screening, or Professional Credentialing, we want to hear from you.

What You'll Do
  • Manage Strategic Accounts: Act as the primary advisor for high-value data customers, using your knowledge of identity compliance and verification data to help them succeed.
  • Technical Onboarding: Lead the integration process for customers using our REST-based APIs, ensuring they connect quickly and correctly.
  • Build the Process: Work with Customer Success Leadership to create and standardize workflows for Support and Professional Services as this new product line scales.
  • Own the Commercial Cycle: Handle the full commercial lifecycle, including negotiating renewals and identifying expansion opportunities.
  • Resolve Technical Issues: Take a hands-on approach to account health by resolving technical support tickets and facilitating escalations to the Dev team.
  • Identify Headcount Triggers: Recognize when technical tasks should be transitioned to dedicated Support or PS teams and design the workflows to make those hand-offs seamless.
  • Influence the Roadmap: Turn customer feedback into clear, actionable requests for our Product team to improve product-market fit.


What You'll Bring
  • A proven track record in B2B SaaS Customer Success managing enterprise-level accounts.
  • Direct experience in Professional Background Verification, Identity Compliance, or Workforce Credentialing.
    • You should be familiar with the high stakes of managing sensitive consumer data and primary source information (e.g., knowledge of FCRA, NCQA, or similar regulatory standards).
  • Experience launching or scaling a new product line as a founding CSM. You know how to define the initial customer journey, set value milestones, and build the strategic framework for a new offering.
  • You are comfortable with APIs and technical troubleshooting. You can take a technical API challenge and explain its business risk or impact to a C-suite stakeholder clearly and effectively.
  • Adept at synthesizing customer behavior and friction points into strategic insights for Product teams to help achieve better product-market fit.
  • You enjoy building workflows from scratch and finding ways to make teams more efficient.
  • Proficiency with CS platforms (like Gainsight) and CRMs (like HubSpot).


Benefits and Perks for Propelus employees include but are not limited to:
  • Awarded one of BuiltIn's 2025 Best Places to Work and honored as a Silver Stevie® Award Winner in the 2025 Stevie Awards For Great Employers.
  • Professional development allowance to help you grow in the ways that mean the most to you.
  • Flexibility for balancing work with the rest of life and ample PTO, including paid time off for volunteering, your birthday, and becoming a new parent.
  • Check us out for yourself at our careers page or our Propelus culture Instagram accounts.

For US Employees:
  • 401K with company matching, as well as financial planning education and resources.
  • Employees can choose from HSA, FSA, and traditional insurance options for medical, dental, and vision coverage for themselves and dependents.
  • Lifestyle Spending Account (LSA): We support personal well-being by offering an annual lifestyle spending account that you can use for what matters most to you-whether it's a gym membership, a meditation app, WFH equipment, or fresh produce delivered to your door.

For LATAM Employees:
  • Your health is our top priority! We cover 100% of your health insurance premiums. Our plans include national and international coverage, so you're protected no matter where you are.
  • Propelus Flex Club: Our flexible benefits platform gives you monthly points to redeem on what you need most. Plus, you'll get access to exclusive discounts just for being part of our team.
  • We've got you covered with a life insurance policy, paid 100% by the company. You can also add your beneficiaries at an exclusive, discounted rate.


Full-time positions are scheduled to work 40 hours per week, M-F unless required otherwise by projects. Part-time positions are scheduled to work a maximum of 30 hours per week. Equipment, benefits, and perks are not provided to part-time or temporary employees.

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