• Serve as the primary point of contact for an assigned portfolio of clients, building strong, trusted relationships at multiple levels. • Lead onboarding efforts to ensure smooth implementation, clear expectations, and early customer success. • Drive product adoption through proactive engagement tailored to customer goals. • Monitor account health, identify risks or opportunities, and implement action plans to improve outcomes and retention. • Partner closely with Product, Implementation, Support, and Leadership teams to advocate for customer needs and influence product enhancements. • Review performance metrics with customers, providing insights, recommendations, and roadmaps that align with business objectives. • Facilitate quarterly business reviews (QBRs) and other strategic checkpoints to reinforce value and deepen engagement. • Act as escalation point for customer issues and coordinate internal resources to ensure timely resolution. • Manage the renewals process for assigned accounts, including forecasting, preparing renewal materials, identifying risks early, and collaborating with cross functional‑ partners to secure on time‑, successful renewals. • Maintain accurate documentation, account plans, and activity tracking within Planhat, Salesforce and other internal systems.

About the role We’re looking for someone with a strong track record in client-facing roles and the ability to operate both strategically and operationally. The primary focus of this role is onboarding new clients end-to-end, driving adoption across global accounts, and continuously improving scalable implementation processes. The Client Success Manager will also act as a strategic partner across PerchPeek teams, leading cross-functional projects and client success initiatives. Role Responsibilities Whilst every role in a startup has a degree of flexibility over time, here is what we see as the role’s main responsibilities: - Account Implementation - - Own the end-to-end implementation process for new accounts (2–10 per month across varying sizes) - Act as the primary point of contact for onboarding clients - Guide clients through setup, configuration, integrations, and stakeholder training to drive thorough adoption - Assess and refine the current implementation process, documenting and iterating on enhancements - Client Success & Project Leadership - - Provide policy consultation for new and existing clients - Define clear implementation milestones and success criteria - Evaluate and tailor implementation support across different account tiers - Manage cross-functional projects to ensure timely and successful delivery - Balance implementation workload with ongoing strategic projects to maintain momentum - Process Improvement & Strategy - - Lead initiatives to improve ways of working across individual accounts and the broader Account Management team - Collaborate with internal stakeholders to ensure improvements are adopted across teams - Contribute product ideas and tool recommendations to support a scalable implementation function - Being a PerchPeek Ambassador - - Represent PerchPeek at internal and external events - Support RFP processes and participate in client presentations as needed About You The type of person we think will be awesome in this role will likely have a track record of the below skills and experience: - 4+ years of experience in client-facing roles (e.g. Customer Success, Implementation) - Proven project management skills with the ability to drive outcomes - Experience working with enterprise clients, with strong commercial awareness and the ability to identify expansion opportunities - Familiarity with GTM teams, either through direct experience or close collaboration While not necessary, we’re especially interested in candidates with the below: - International experience - Experience working in ambiguous, high-growth environments - Process design experience (e.g. implementation or operational workflows) - Background in consulting - Excellent communication skills - Strong commercial acumen Pay & Benefits Salary PerchPeek values transparency in our approach to global compensation. We aim to be holistic, fair, and always improving. We are data-led and regularly evaluate our salary ranges against other companies of a similar size and stage. Total compensation packages are based on a wide array of factors unique to each candidate, including but not limited to demonstrated skill set, years and depth of relevant experience, and location. In your first interview, we’ll have an open conversation about compensation. The PerchPerks - Company share options - be a business owner and have your very own little piece of PerchPeek. - Flexible Holiday and Leave - you’ll receive all statutory holiday plus wellbeing leave and flexible annual leave for you to rest, relax, or recharge as you see fit. - Work from Anywhere - PerchPeek is a fully distributed company that supports employees in working wherever they’d like to be within the parameters of your role’s requirements. We offer an allowance to ensure your working environment suits you. - Learning & Development Budget - so you can be proactive about learning something fun outside of your core role - Regular socials, an annual offsite, and a meetups budget - or time spent turning colleagues into friends (corny but we don’t care). Our commitment to inclusive hiring Studies show that women and people of colour are less likely to apply for jobs unless they believe they meet every single one of the qualifications as described in a job description. We are an Equal Opportunity employer committed to a diverse and representative team. Whatever your gender, race, religion, age, sexual orientation, marital status or disability, we want to hear from you! We would strongly encourage you to apply, even if you don't believe you meet every one of the qualifications described.

Role Description This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Commercial Management Leader - REMOTE. In this pivotal role, you will shape the commercial strategy for high-value opportunities, influencing key decisions that drive business success. Your expertise will enable the organization to maintain a competitive edge while ensuring alignment with financial and operational objectives. By leading a high-performing team, you will foster a culture of excellence and accountability, delivering results that enhance customer satisfaction and profitability. Join us to make a significant impact in the commercial landscape across the Americas. Accountabilities - Serve as the senior commercial authority for the Americas, providing end‑to‑end leadership across the commercial lifecycle from opportunity qualification through post‑award governance. - Shape commercial strategy for complex, high‑value opportunities, advising on pricing frameworks, business case assumptions, revenue models, risk mitigation, and deal structuring. - Establish and enforce regional commercial guardrails that enable competitive, scalable, and compliant deal execution. - Lead regional deal governance, ensuring alignment with operational standards, financial approval requirements, and corporate risk policies. - Partner closely with Sales, Services, Product Line Management, Finance, Operations, and Legal to align commercial strategy with financial and operational objectives. - Represent the commercial strategy in executive‑level customer engagements, strategic reviews, and escalated negotiations. - Build, develop, and mentor a high‑performing Commercial Management team, strengthening commercial rigor, consistency, and capability across the region. Qualifications - 10–12+ years of progressive experience in commercial management, deal desk leadership, or strategic commercial operations. - Proven expertise in complex deal strategy, commercial governance, pricing, revenue models, and financial risk assessment. - Strong financial and analytical acumen, including pricing analysis, profitability assessment, and P&L evaluation. - Extensive experience in contract structuring, commercial negotiations, and risk management. - Demonstrated ability to influence and challenge senior leaders and executive stakeholders. - Experience operating effectively in complex, ambiguous, and fast‑paced environments. - Bachelor’s degree in Business, Finance, Engineering, or a related field. Benefits - Competitive salary with an annual pay range of $140,100 – $223,900 in the US and C$110,900 – C$177,100 in Canada. - Discretionary incentive bonus for non-sales employees and sales commission for sales employees. - Comprehensive benefits package including medical, dental, and vision plans. - 401(K) (USA) & DCPP (Canada) with company matching. - Employee Stock Purchase Program (ESPP). - Employee Assistance Program (EAP). - Company-paid holidays, paid sick leave, and vacation time. - Commitment to diversity and inclusion.

Role Description - Manage a portfolio of key accounts, ensuring client satisfaction and retention through proactive engagement. - Utilize Salesforce to track customer interactions and identify opportunities for upselling and cross-selling. - Collaborate with product and engineering teams to advocate for customer needs and influence product enhancements. - Develop and execute customer success strategies that drive adoption and usage of the platform. - Analyze customer feedback and performance metrics to identify trends and areas for improvement. - Conduct regular business reviews with clients to assess their goals and align on future initiatives. - Mentor junior team members and contribute to the overall growth of the customer success team. Qualifications - 5–10 years of experience in customer success, account management, or a related field. - Proven track record of managing client relationships and driving customer satisfaction. - Strong proficiency in Salesforce or similar CRM platforms. - Excellent communication and interpersonal skills, with the ability to build rapport with clients. - Experience in the software development or tech industry is highly desirable. Requirements - Familiarity with B2B SaaS products and the unique challenges of customer success in this space. - Previous experience in a Series B or high-growth startup environment. - Knowledge of customer success metrics and best practices. Benefits - The base salary for this role ranges from $125K to $144K, with competitive equity options. - Join a company that values your contributions and offers a dynamic work environment focused on professional growth. Company Description We're representing a leading career development platform focused on empowering top-tier professionals in the tech industry. This company is dedicated to enhancing career growth through innovative software solutions, and is backed by significant funding to drive its mission forward. With a dynamic team and a commitment to excellence, they are poised for continued growth and impact in the market.