Note: The job is a remote job and is open to candidates in USA. Customer Solutions Group (CSG) is a leader in helping various industries convert leads into customers through innovative outreach strategies. The Senior Customer Success Executive will manage post-sale relationships, driving client success and growth by leading business reviews, optimizing campaign performance, and representing client needs internally.
Responsibilities
- Build deep relationships with client executives, focusing on their success and earning the trust required to expand CSG's presence across departments, divisions, affiliates, and subsidiaries
- Retain and grow your book of accounts by identifying and onboarding new campaigns and increasing lead volume on existing ones where it is economically advantageous for the client
- Execute campaigns end-to-end: set clear expectations, maintain written project plans, secure client inputs, and coordinate internal resources to launch campaigns error-free and on time
- Improve connection rates through call monitoring, SMS log review, mystery shopping, and client dashboard analysis
- Design, execute, and communicate results from meaningful A/B tests
- Lead Quarterly Business Reviews that deliver strategic recommendations grounded in data
- Shape how CSG extracts value from lead data records by writing and refining telephone scripts, SMS copy, and AI training guides
- Track account health, flag retention risks early, and develop mitigation plans
- Diligently apply compliance laws, regulations, and precedents to CSG campaigns
Skills
- 4–7+ years in Customer Success, Account Management, or client-facing consulting
- Experience managing complex B2B accounts with multiple stakeholders
- Familiarity with outbound sales programs, including telephone and SMS, or managed services
- Persuasive communicator, written and verbal, who can convey CSG's value and influence senior decision-makers
- Skilled relationship builder who generates trust, goodwill, and introductions into new parts of client organizations
- Strong project manager who creates written plans, sets expectations, holds clients and internal teams to timelines, and delivers error-free campaigns
- Analytical thinker who designs meaningful A/B tests, interprets results, and turns data into clear recommendations
- Problem-solver who addresses root causes, not just symptoms, and brings a trusted-advisor posture rather than a vendor one
- Collaborative across teams and functions, able to coordinate CSG resources without formal authority to keep programs on track
- Background in insurance, lead-gen, fintech, or SaaS strongly preferred
Benefits
- Performance-based bonus
- Ownership stake in CSG's growth
- Comprehensive health, dental, vision, and more
Company Overview