Affinity helps private equity and VC firms source deals, manage relationships, and close faster with AI-powered relationship intelligence and automated data capture. Backed by Y Combinator.
About the role
At Affinity, we're passionate about our customers' success and looking for a resourceful, results driven Customer Success Specialist to join our Scale team. This role blends two things: managing a large, global portfolio of Scale customers day to day, and helping build the scalable, one to many programs that let a lean team deliver a great experience across a much larger book than a traditional 1:1 CSM model allows. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 1-2 years of experience as a Customer Success Manager, Account Manager, CS programs, CS operations, Lifecycle Marketing, or similar role
- Track record of achieving commercial targets and goals, preferably in an enterprise SaaS setting
- Experience managing high volumes of accounts at scale, driving adoption and renewals
- Experience designing or running scalable, tech touch programs for a large book of accounts, not just 1:1 account management
- Excellent interpersonal skills with a history of building strong business relationships
- A clear communicator, comfortable presenting your work to teammates and cross functional partners
More about this role
At Affinity, we're passionate about our customers' success and looking for a resourceful, results driven Customer Success Specialist to join our Scale team. This role blends two things: managing a large, global portfolio of Scale customers day to day, and helping build the scalable, one to many programs that let a lean team deliver a great experience across a much larger book than a traditional 1:1 CSM model allows.
You'll manage a book of Scale accounts as part of a pooled model, driving adoption, mitigating renewal risk, and expanding revenue, while also building the playbooks, programs, triggers, and campaigns that not only support activation for the Scale book, but also for the whole customer base. You'll partner closely with Scale CSMs, CS Ops, Product, and Lifecycle Marketing to make sure the customer journey feels coordinated from onboarding through renewal and expansion.
Manage a large and global portfolio of customers, including CRM workflow support, renewal risk, and revenue expansion opportunities.
Leverage high touch and one to many tactics to drive positive customer outcomes and help users work Affinity into their daily tech stack.
Mitigate risk by proactively...
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