Customer Success Manager - Data Solutions
Validity Inc. · Tampa, FL
- On site
- Full-time
- $95,000 / year
- Tampa, FL
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Subject: Interested in the Customer Success Manager - Data Solutions role at Validity Inc.
Hi Jamie — I came across the Customer Success Manager - Data Solutions opening and wanted to reach out directly. I've spent the last few years doing exactly this kind of work, and Validity Inc. stood out because…
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Job highlights
- Manage client portfolio post-sale.
- Drive product adoption and value.
- Act as trusted advisor and strategist.
- Collaborate with internal teams.
- Identify account growth opportunities.
About the role
About The Role
We are seeking a dynamic and experienced Customer Success Manager who will act as a strategic partner to our clients: owning product adoption, driving measurable outcomes, and building long-term, trusted relationships. This role is crucial in ensuring our customers derive maximum value from our products, achieve their business objectives, and remain engaged advocates of Validity’s solutions.
As a key member of our Customer Success team, you will manage a portfolio of clients, guiding them through every stage of the post-sale lifecycle - from adoption to expansion. You’ll collaborate closely with cross-functional teams including Account Management, Product, and Support to ensure your clients are not just satisfied, but successful.
Team Dynamic
You’ll be joining a customer-centric organization that values strategic thinking, autonomy, and continuous growth. If you’re passionate about helping clients succeed and thrive in a collaborative environment where your voice and impact matter - this is the role for you.
Position Duties And Responsibilities
- Own the post-sale relationship for a portfolio of strategic accounts, focusing on product usage, adoption, and value realization.
- Serve as a trusted advisor, deeply understanding each client’s business model, goals, and success metrics.
- Proactively manage the client journey through regular business reviews, success planning, and strategic consultation.
- Leverage data insights to tell compelling stories, identify trends, and drive adoption through tailored recommendations.
- Actively contribute to product and process improvements by surfacing client feedback and collaborating with internal teams.
- Collaborate in building strong multi-threaded relationships across client organizations, from end-users to executive stakeholders.
- Identify opportunities to support account growth and expansion in collaboration with the Account Manager.
- Serve as the internal voice of the customer, championing their needs across departments to drive satisfaction and retention.
- Ensure consistent, high-quality follow-through on customer issues and act with urgency to resolve any blockers to success.
Required Experience, Skills, and Education
- 3+ years of experience in a Customer Success, Account Management, or related SaaS client-facing role.
- Proven ability to drive product adoption and customer outcomes in a B2B technology environment.
- Strong consultative and communication skills, including experience leading client calls and executive briefings.
- Comfortable with interpreting data and KPIs to inform strategy and client discussions.
- Demonstrated success managing multiple clients in a fast-paced environment, balancing competing priorities with ease.
- Experience collaborating cross-functionally to deliver a seamless customer experience.
- Strong business acumen and the ability to align product features to customer goals.
- Proactive, self-starter attitude with a passion for building long-term relationships and delivering value.
- History of consistently achieving/surpassing goals in terms of metrics and customer feedback/advocacy.
Preferred Experience, Skills, and Education
- Bachelor’s degree.
- Customer-facing SaaS experience.
- Familiarity with CRM data industry best practices.
- Knowledge of Salesforce CRM application, including data structure and API integration.
- Salesforce Administrator Certification.
About Validity
For over 20 years, tens of thousands of organizations across the world have relied on Validity solutions to target, contact, engage, and retain customers – using trustworthy data as a key advantage. Validity’s flagship products – Everest, DemandTools, BriteVerify, and GridBuddy Connect – are all highly rated, #1 solutions for sales and marketing professionals. These solutions deliver smarter email campaigns, more qualified leads, more productive sales, and ultimately faster growth.
Validity is a truly unique company - massive revenue growth, top-tier investors, 5-star product ratings, proven ability to acquire and integrate top tech companies and welcome them into the Validity family, a winning culture, and a work environment that fosters hard work, trust, and fun.
Headquartered in Boston, Validity has offices in Denver, London, Sao Paulo, and Sydney. For more information, connect with us on LinkedIn, Instagram, and Twitter.
Key skills/competency
- Customer Success Management
- Account Management
- SaaS Client-Facing Roles
- Product Adoption
- Customer Outcomes
- B2B Technology
- Consultative Skills
- Data Analysis
- Client Relationship Management
- Salesforce
Skills & topics
- Customer Success Manager
- Account Management
- SaaS
- Data Solutions
- Client Relationship Management
- B2B
- Product Adoption
- Customer Retention
- Salesforce
- Customer Value
How to get hired
- Tailor your resume: Highlight 3+ years of SaaS client-facing experience, focusing on product adoption and customer outcomes.
- Showcase consultative skills: Emphasize experience leading client calls and executive briefings, plus data interpretation abilities.
- Demonstrate cross-functional collaboration: Provide examples of working with internal teams to ensure seamless customer experience.
- Quantify achievements: Use metrics to show success in managing multiple clients and achieving goals.
- Research Validity: Understand their data solutions and commitment to customer success for a strong application.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the key responsibilities for a Customer Success Manager at Validity Inc.?
- As a Customer Success Manager at Validity Inc., you will be responsible for owning the post-sale relationship with a portfolio of strategic accounts. This includes driving product adoption, ensuring customers realize value, serving as a trusted advisor, conducting business reviews, leveraging data insights for recommendations, and collaborating with internal teams to champion customer needs for satisfaction and retention.
- What experience is required for the Customer Success Manager role at Validity Inc.?
- The role requires a minimum of 3 years of experience in Customer Success, Account Management, or a similar SaaS client-facing role. You should have a proven ability to drive product adoption and customer outcomes within a B2B technology environment, strong consultative and communication skills, and experience interpreting data and KPIs.
- What are the preferred qualifications for a Customer Success Manager at Validity Inc.?
- Preferred qualifications include a Bachelor's degree, specific customer-facing SaaS experience, familiarity with CRM data industry best practices, and knowledge of Salesforce CRM, including its data structure and API integration. A Salesforce Administrator Certification is also a plus.
- How does Validity Inc. support customer success?
- Validity Inc. focuses on ensuring customers derive maximum value from their data solutions and achieve business objectives. They achieve this through dedicated Customer Success Managers who act as strategic partners, guiding clients from adoption to expansion, and collaborating with internal teams to provide a seamless experience and drive satisfaction and retention.
- What is the team dynamic like at Validity Inc. for Customer Success?
- The Customer Success team at Validity Inc. is part of a customer-centric organization that values strategic thinking, autonomy, and continuous growth. It's a collaborative environment where employees are passionate about helping clients succeed and where individual contributions and impact are recognized.
- What kind of data solutions does Validity Inc. offer?
- Validity Inc. offers data solutions designed to help organizations target, contact, engage, and retain customers. Their flagship products include Everest, DemandTools, BriteVerify, and GridBuddy Connect, which enhance email campaigns, lead generation, sales productivity, and overall business growth.