Bachelor's degree in a related field or equivalent experience.
2–3 years in Customer Success, Account Management, or a related client-facing role within B2B SaaS or data/analytics.
Proficiency with CRM platforms (e.g., Salesforce, HubSpot).
Familiarity with CDPs, marketing technology, or data analytics solutions; understanding of data management concepts (segmentation, personalization, real-time decisioning) is a plus.
Requirements:
Own end-to-end customer relationship for a portfolio of SaaS accounts from onboarding through renewal and expansion.
Develop deep knowledge of customers' goals, data strategy, and KPIs to provide proactive, outcome-focused guidance.
Lead regular business reviews (QBRs/EBRs) with key stakeholders to report on platform performance, ROI, and roadmap alignment.
Identify risks to retention and collaborate with Sales, Support, and Product to mitigate and drive upsell/cross-sell opportunities.
Job description
About NGDATA
NGDATA is a leader in intelligent engagement, empowering enterprise organizations to build deeper, data-driven relationships with their customers through its Intelligent Engagement Platform. By unifying and activating customer data in real time, NGDATA helps brands in financial services deliver personalized experiences at scale.
We are looking for a passionate and commercially minded Customer Success Manager (CSM) to join our growing team. In this role, you will serve as the primary post-sale point of contact for a portfolio of clients, guiding them through onboarding, adoption, and long-term value realization with NGDATA's Intelligent Engagement Platform. You will act as a trusted advisor, strategic partner, and internal advocate — ensuring customers achieve their business objectives while driving retention and growth.
Main responsibilities
Own the end-to-end customer relationship for a portfolio of SaaS accounts, from onboarding through renewal and expansion
Develop deep knowledge of each customer's business goals, data strategy, and KPIs to deliver proactive, outcome-focused guidance
Lead regular business reviews (QBRs/EBRs) with key stakeholders to report on platform performance, ROI, and strategic roadmap alignment
Drive product adoption and best practices by collaborating with customers to build and execute success plans
Identify risks to retention early and develop mitigation strategies in collaboration with Sales, Support, and Product teams
Identify and qualify upsell and cross-sell opportunities to grow revenue within the existing customer base
Serve as the voice of the customer internally, channeling feedback to Product, Engineering, and Marketing to influence the platform roadmap
Maintain accurate customer health scores, account records, and activity logs in CRM systems (e.g., Salesforce, HubSpot)
Collaborate with the implementation and professional services teams to ensure smooth onboarding and time-to-value for new customers
Background / Education Requirements
Min. Bachelor’s degree in a related field, or equivalent by experience
Experience / Skill Requirements
2–3 years of experience in Customer Success, Account Management, or a related client-facing role within a B2B SaaS or data/analytics environment
Proven track record managing multiple accounts and driving measurable customer outcomes
Proficiency with CRM platforms (e.g., Salesforce, HubSpot)
Experience in financial services or marketing verticals, working with cross-functional teams is a plus
Familiarity with customer data platforms (CDPs), marketing technology, or data analytics solutions is an asset
Understanding of data management concepts (segmentation, personalization, real-time decisioning) is a plus
Personal Competences
Strong commercial acumen with experience influencing renewals and expansion opportunities
Excellent communication and presentation skills, with the ability to engage both technical and executive audiences
Analytical mindset — comfortable interpreting data and translating insights into actionable recommendations
Highly organized and able to manage multiple accounts and priorities simultaneously
Language Requirements
Fluency in English (verbal and written) is a must-have
What We Offer
Competitive base salary + performance-based bonus
Comprehensive health, dental, and vision benefits
Remote-friendly work environment
Opportunities for professional development and career growth within a fast-scaling company
A collaborative, inclusive team culture with a passion for innovation and customer impact
How to Apply Interested candidates should submit their resume and a brief cover letter outlining their relevant experience and why they are excited about joining NGDATA. NGDATA is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
