Clerri ยท 1 day ago
Customer Success Manager, SMB
United States
Full-time
Remote
Entry, Mid Level
$75K/yr - $75K/yr
2+ years expClerri is a leading Care Membership Platform for dental practices, dedicated to improving access to care and helping practices thrive. The SMB Customer Success Manager will focus on maximizing the lifetime value of small and mid-sized accounts through integration upsells and strategic migrations to new pricing and packaging.
DentalInformation TechnologySoftware
Hiring Manager
Sarah Colletti
Responsibilities
Own the Growth Quota: Proactively identify and close Integration Upsells and new feature adoption deals, serving as the commercial point-of-contact for expansion revenue across your SMB portfolio (30% comp focus)
Strategic P&P Migration: Systematically engage accounts to execute the defined strategy for migrating customers to the new pricing and packaging structure (20% comp focus), handling objections and clearly communicating the long-term value
Net Revenue Retention & Growth: Manage and execute all renewal cycles, ensuring high renewal rates and overall Net Revenue Growth (NRG) within your portfolio (50% comp focus)
Proactive Engagement at Scale: Manage a large, high-volume book of business by prioritizing engagement efforts based on customer health data, renewal dates, and upsell propensity
Value Consultation: Conduct targeted outreach to demonstrate the ROI of current services and present the clear business case for adopting value-added integrations and migrating to strategic pricing tiers
Process Efficiency: Utilize CRM tools and internal processes to accurately forecast upsell and migration volumes, ensuring efficient management of a scaled customer base
Voice of the Customer: Collect and relay feedback regarding new pricing/packaging and integration value to Product and Leadership teams to refine market strategy
Qualification
Required
2+ years of experience in an Account Management or Customer Success role with a demonstrable track record of meeting or exceeding upsell/expansion goals
Exceptional skills in change management and persuasion, with the ability to communicate the value of new product tiers and pricing structures clearly and confidently
Proven ability to manage and prioritize activities across a large, scaled book of business
Familiarity with the customer lifecycle, including onboarding, renewal, and expansion motions
Excellent relationship-building and communication skills, adaptable to various personality types
Self-motivated, organized, and driven by achieving measurable KPIs
Bachelor's degree in anything
Preferred
Previous experience in a SaaS environment managing mid-market or small business accounts
Deep familiarity with Salesforce or other CRM tools for pipeline management and forecasting
A background in or understanding of the dental industry or multi-site/franchise business models
Self-starter with the ability to 'figure it out' and prioritize tasks independently to maximize revenue contribution
Benefits
Health
401k match
Wellness
Disability
Employee discounts
Flexible PTO
Compassionate leave
More
Company
Clerri
Clerri provides cloud software for dental membership plans, supporting plan design, enrollment, renewals, and administration for practices.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase