Senior Customer Success Manager

About the Role

This role goes beyond standard customer success, and you’ll be working directly with decision-makers across Sales, Finance, and Revenue Operations to solve real operational challenges. You’ll need to be technically sharp, comfortable navigating complex data environments, and confident presenting solutions to leadership.

You’ll collaborate with a Solutions Engineer and Account Manager to provide a best-in-class customer experience. This role involves advocating for and supporting our customers throughout their journey, ensuring they have an exceptional experience and achieve measurable outcomes. This role is critical to our ability to scale.

Key Responsibilities

•       Lead end-to-end onboarding for our larger customers, including kick-off calls, account configuration, CRM integrations, and live training.

•       Conduct thorough data discovery and compensation plan mapping across multiple systems and data sources.

•       Act as a compensation process expert - educating customers on best practices for plan creation, modeling, and CRM structure.

•       Collaborate closely with Solutions Engineers and Account Managers to deliver a cohesive, best-in-class customer experience.

•       Navigate multi-stakeholder environments confidently, presenting solutions to VPs, Finance, and Revenue Operations leaders.

•       Identify and surface upsell opportunities in partnership with the Account Management team.

•       Gather and synthesize customer feedback to inform product improvements.

•       Contribute to refining and improving the onboarding process as we scale into more premium and complex customer segments.

What We’re Looking For

•       5+ years in a customer-facing role such as Customer Success, Implementation, Onboarding, or Account Management - ideally in B2B SaaS.

•       Proven experience managing complex, multi-stakeholder implementations with multiple data systems and integrations.

•       Strong CRM proficiency - hands-on experience administering or deeply working within Salesforce, HubSpot, or comparable platforms.

•       Advanced spreadsheet skills (Google Sheets or Excel) - you’re comfortable building models, doing data mapping, and troubleshooting formula logic.

•       Demonstrated ability to leverage AI tools to increase productivity, improve deliverables, and solve ambiguous problems faster.

•       Strong project management skills with the ability to handle multiple complex onboardings simultaneously without dropping the ball.

•       Excellent written and verbal communication - you can break down technical concepts for both technical and non-technical audiences.

•       High attention to detail and a natural sense of curiosity when something doesn’t add up.

Bonus Points

•       Experience with compensation plans, commission structures, or RevOps workflows.

•       Familiarity with ERP systems or experience connecting multiple data systems.

•       Experience with SQL, Python, or other data tools.

•       Prior experience at an early-to-mid stage startup where you’ve had to build as you go.

Why QuotaPath?

•       Competitive on-target earnings with base salary + variable (shared during the interview process).

•       Generous equity offerings + 401(k) contribution

•       Comprehensive health coverage with 90% of employee premiums paid.

•       Flexible PTO and half-day Fridays year-round.

•       A collaborative, inclusive team that genuinely invests in your growth and development.

Our Commitment

At QuotaPath, we’re proud to be an equal-opportunity employer. We believe a diverse and inclusive workplace makes us a more capable, innovative, and competitive company. We welcome people who represent diversity in their backgrounds, ethnicities, cultures, and experiences, and we do not discriminate on the basis of race, color, religion, national origin, gender identity, sexual orientation, disability, veteran status, or any other legally protected status.