Job Description

Customer Success Strategist - WholeStack Solutions & UnleashU

At WholeStack Solutions , we're driven by one mission: Unleashing Potential -in our clients, our partners, and our team. We're seeking a seasoned Customer Success Strategist to join us, someone with 5+ years of experience in customer success, consulting, or strategic account management. This individual will play a key role in fostering long-lasting relationships while also contributing to business growth through strategic customer engagement and sales .

In collaboration with our sister brand, UnleashU , which focuses on empowering teams and demystifying technology , this role will be pivotal in driving client success through tailored solutions that help businesses thrive. If you're passionate about customer success and have a knack for strategic thinking with a touch of sales, this is the opportunity for you.

Key Responsibilities:

• Drive client success : Act as a trusted advisor to our clients, helping them maximize the value of our services and guiding them to success with actionable strategies.
• Own client relationships : Build and maintain strong relationships with senior executives and key stakeholders.
• Identify growth opportunities : Partner with clients to understand their needs and identify upsell, cross-sell, or expansion opportunities.
• Strategic Sales : In addition to client retention, this role will have sales responsibilities, driving new business from non-partners and earning commission on any non-partner business generated.
• Collaborate across teams : Work closely with the UnleashU and WholeStack teams to align on client goals, deliver impactful results, and unleash their potential .
• Account management : Oversee the customer lifecycle, ensuring success milestones are achieved.
• Innovate and demystify : Help clients move beyond legacy thinking by introducing them to innovative solutions and simplifying complex challenges.

Desired Skills and Experience:

• 5+ years of experience in customer success, strategic consulting, or account management roles, experience within IT or technology services isn't required, but could be helpful.
• Proven track record of managing executive relationships and delivering strategic value.
• Strong ability to identify and capitalize on upsell and cross-sell opportunities while growing customer accounts.
• Experience in selling services or solutions, with demonstrated success in driving new business .
• Excellent communication skills, capable of conveying complex concepts simply and persuasively.
• Curiosity and a learning mindset -You actively seek to understand customer needs and can quickly learn new technologies and solutions.
• Knowledge of CRM systems like HubSpot (a plus, but not required).

Culture and Values:

At WholeStack and UnleashU, we believe in empowering our teams and clients alike. We hire people who are committed to learning , who believe in owning their results , and who aren't afraid to tackle tough challenges with grit and transparency . We encourage independent decision-making, embrace feedback, and strive to create an environment where our team is continuously learning and improving.

Progress over perfection is the name of the game here. If you're someone who thrives on ownership, transparency , and the idea of making hard work easier by sharing your knowledge and expertise, you'll fit right in.

WholeStack Solutions LLC is still young and scrappy. So, while we don't offer company life insurance, disability or dental insurance coverage, we do provide an additional $360 per month in taxable income which you may use for health insurance that you obtain on your own, or for any other purpose. Full time employees are eligible to participate in a 401(k) plan.

18 days of PTO will be available each year as a 'use-it-or-lose-it' benefit. In addition, WholeStack observes the following holidays:

New Year's Day, Memorial Day, Fourth of July, Labor Day, Thanksgiving Day and Friday immediately following, Christmas Day

Job Tags

Holiday work, Full time, Christmas work, New year, Immediate start,

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