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Responsibilities:
- Own the end-to-end onboarding experience for new customers, designing repeatable playbooks and checklists for compliance-driven use cases.
- Manage the renewal pipeline end-to-end, building a tracking system and identifying at-risk accounts to ensure customer retention.
- Document and optimize customer success processes and workflows, conducting Quarterly Business Reviews to drive strategic engagement.
Requirements:
- 3–7 years in customer success or account management at a B2B SaaS company, with demonstrated success in managing renewals and retention.
- Compliance fluency with knowledge of relevant regulatory frameworks and experience building customer success processes from scratch.
- Strong organizational and communication skills for diverse stakeholders, with a self-starter mentality to work autonomously in dynamic environments.
Benefits and Perks:
- Fully remote role with employer-paid medical and dental coverage, and a 401k/Roth with company matching.
- Paternity and maternity leave, paid time off, medical leave, and professional development opportunities.
- Company-provided technology and direct access to the CEO, with influence over customer experience and success strategy.
Columbia General
Columbia General is a company operating in a compliance-critical and rapidly growing environment, focused on delivering a platform solution. It is a smaller organization where the CEO is directly involved, offering a dynamic and autonomous culture with significant strategic influence for key roles.