Customer Success Lead (TakeUp)

Posted 18 Days Ago
Hiring Remotely in US
Remote
Senior level
Financial Services
The Role
As Customer Success Lead, you will shape customer success and revenue strategies, lead a team of Revenue Strategists, manage client accounts, analyze data for revenue strategies, and collaborate cross-functionally to enhance customer satisfaction.
Summary Generated by Built In

About Us

TakeUp, LLC is revolutionizing revenue optimization for hospitality with a daring approach to pricing. Using AI and machine learning, TakeUp empowers independent operators to unlock maximum revenue potential through pricing courageously—day in, day out. Seamlessly integrated with top Property Management Systems, our platform replaces traditional rate-setting constraints with data-driven confidence, delivering an impressive 10-15x ROI.

The Opportunity
TakeUp is looking for a Customer Success Lead with expertise in revenue management to drive outcomes, lead a team, and directly manage key client accounts. In this role, you’ll combine strategic leadership with hands-on execution, ensuring our customers maximize their revenue potential through data-driven insights and best-in-class service.

If you’re a customer success leader with a deep understanding of revenue optimization, a passion for developing talent, and the ability to directly manage customer portfolios, this is your opportunity to make a meaningful impact at a fast-growing SaaS company.


What You'll Do

As Customer Success Lead, you’ll play a pivotal role in shaping TakeUp’s customer success and revenue management strategies. You’ll lead a small but mighty team of Revenue Strategists while also taking on direct client responsibilities to ensure success at every level.

  • Client Success: Work directly with customers to analyze data, develop revenue strategies, and implement solutions that maximize their success.
  • Leadership & Development: Manage, mentor, and grow a team of Revenue Strategists, fostering a culture of excellence and collaboration.
  • Strategic Oversight: Develop and execute revenue optimization plans aligned with TakeUp’s goals and customer needs, while directly managing a client portfolio to enhance pricing, forecasting, and overall revenue strategies through data-driven insights.
  • Cross-Functional Collaboration: Partner with Sales, Product, and Marketing teams to identify opportunities for growth and deliver best-in-class service.
  • Data-Driven Insights: Use analytics to monitor performance, identify trends, and guide decision-making for both the team and individual clients.
  • Hands-On Contribution: Balance leadership duties with active involvement in customer engagements, serving as a trusted advisor to our partners.


Who You Are

We’re looking for a leader who is equally comfortable managing people and rolling up their sleeves to solve complex problems. You are a results-oriented, data-savvy strategist with a passion for driving success for your clients and your team.

  • Experience: 5+ years in customer success or revenue management, ideally within a SaaS company, and 2+ years in a leadership or management role.
  • Customer Success Expertise: Previous titles like Manager of Customer Success or a related role indicate your ability to ensure customer satisfaction and loyalty.
  • Leadership Skills: Proven ability to mentor and lead a team while achieving both team and individual goals.
  • Revenue-Focused: Strong understanding of revenue management principles and strategies, with a track record of driving measurable outcomes.
  • Analytical Thinker: Comfortable interpreting data and analytics to inform strategies and guide decision-making.
  • Effective Communicator: Strong verbal and written communication skills to build trust with both customers and team members.
  • Team Player: Collaborative mindset with the ability to work cross-functionally to achieve shared goals.


Why Join Us?

At TakeUp, we believe in empowering our people to make a difference. As the Customer Success Lead, you’ll have the autonomy to shape your team and the strategies that drive customer and company success. Join a collaborative, innovative environment where your contributions will be recognized and rewarded.

Ready to take the lead in revenue strategy? Apply now and let’s grow together!


Travel

This role is remote or hybrid, based on your location. While flexibility is key, we also value in-person connections. Whether you're remote or hybrid, travel may be needed for customer discovery, team building, and/or networking.

Compensation & Benefits

We offer a competitive salary, incentive program, pension, and a comprehensive benefits package.


EQUAL OPPORTUNITY EMPLOYER
1848 Ventures celebrates diversity and is committed to inclusion. All qualified applicants receive consideration for employment without regard to race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, or status as a protected veteran.

The Company
Westfield Center, OH
36 Employees
On-site Workplace
Year Founded: 2018

What We Do

Big challenges. Passionate people. Smart solutions. This is what you’ll find at 1848 Ventures. We help business owners manage uncertainty and discover opportunity in risk. We’re not aiming for incremental improvement – we’re breaking new ground. And when we see opportunity for innovation, we have the freedom, resources, and culture to make it happen.

We’re champions of business owners everywhere. After all, it’s this startup ethos and entrepreneurial spirit that 1848 Ventures – and our parent company, Westfield – was founded on. Westfield, a leading provider of commercial insurance, established 1848 Ventures in 2018 to expand beyond conventional property and casualty insurance products and address the broader risks small business owners face every day. We meet our customers where they are, partnering together to deliver digital solutions that improve their bottom line.

We know that in order to succeed, we need the right people to make it happen. We start by building a team with a diverse set of voices, backgrounds, and experiences. We’re looking for the innovators. The pioneers. The change agents. The people who aren’t afraid to ask, “What if…?” and try it anyway. This is the place for self-starters, go-getters, and anyone who wants to see a good idea become a great reality.

At 1848 Ventures, we help people build careers. Based in Northeast Ohio near Cleveland, our team members grow their creative and commercial skill sets, applying their talents to a wide range of portfolio concepts. And who we are drives what we do – our values empower a thriving culture that allows for true innovation, learning, and growth.

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