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SwiftComply

Automates water compliance tasks and data

Customer Success Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • Proven experience in account management, customer success, or a related role, with at least 3 years of experience; SaaS or compliance industry experience is preferred.
  • Strong interpersonal and communication skills to build trust and rapport with customers and stakeholders.
  • Demonstrated ability to achieve revenue and retention targets through strategic account management.
  • Experience identifying and selling professional services and managing handoffs to delivery teams.
  • Analytical mindset and proficiency with CRM tools such as HubSpot for tracking and reporting.
  • Ability to manage multiple accounts and prioritize effectively in a fast-paced environment.

Responsibilities

  • Serve as the primary point of contact for a portfolio of accounts and foster strong, long-term customer relationships.
  • Develop account plans that map each customer's regulatory programs and departments and identify where SwiftComply can deliver additional value.
  • Proactively uncover opportunities to expand customers into additional SwiftComply programs and introduce them to the Sales team for closure.
  • Grow existing accounts through higher-tier packages, conversions from SaaS to Usage, or added functionality and services within programs customers already use.
  • Own the renewal process for the portfolio, securing on-time renewals and minimizing churn.
  • Build and maintain an expansion pipeline in HubSpot, forecast renewal and expansion revenue, and track cross-sell opportunities sourced for Sales.
  • Build relationships with senior stakeholders, including utility directors, public works leaders, and city or county executives, to secure executive sponsorship and influence strategic and budget decisions.
  • Conduct regular account reviews with operational and senior stakeholders to assess performance, align on goals, and identify growth opportunities.
  • Act as a trusted advisor by understanding customer needs and delivering tailored solutions.
  • Identify opportunities to offer professional services, such as tailored training, managed services, or program optimizations, based on customer needs.
  • Collaborate with the Services Team to scope, price, and present service offerings to customers.
  • Facilitate the sales process for service projects and ensure a smooth handoff to the Services Team for execution.
  • Maintain oversight of active projects to ensure alignment with customer expectations and successful delivery.
  • Gather customer insights and share them with internal teams, including product and support, to advocate for customer needs.
  • Identify opportunities for case studies and customer success stories that highlight the impact of SwiftComply solutions.
  • Ensure timely resolution of escalated issues by working closely with support and product teams.
  • Analyze account performance and identify trends, risks, and opportunities for improvement.
  • Maintain accurate customer interaction records, renewal schedules, and account plans using HubSpot and Claude.ai.
  • Contribute to internal discussions and workshops to refine customer success strategies.
  • Work with product, support, services, and marketing teams to align on customer objectives and ensure smooth implementation of initiatives.
  • Provide structured feedback to internal teams to inform product development and process improvements.
  • Participate in workshops to develop and refine account strategies, including health scores and account plans.
  • Document best practices, workflows, and customer insights to support team growth and knowledge sharing.
  • Use CRM and other tools to optimize account management activities.

Desired Qualifications

  • Experience working in GovTech or SaaS serving public-sector customers, such as municipalities, utilities, or government agencies.
  • Familiarity with water or wastewater compliance programs or similar regulatory industries.
  • Experience developing and executing account strategies, including upsell and cross-sell opportunities.
  • Knowledge of customer health metrics and customer lifecycle management.

About the Company

SwiftComply

Automates water compliance tasks and data

SwiftComply helps water utilities protect over 50 million citizens by providing compliance-focused tools, data, and support. Its team includes former city employees, inspectors, and technologists who understand regulatory needs and environmental safeguards. The product automates administrative tasks and organizes data so regulators can make more informed compliance decisions, letting teams focus on reducing risk and improving water quality. Compared to competitors, it blends domain-expert knowledge with data-driven automation and hands-on customer support to translate regulatory requirements into actionable workflows. The goal is to empower regulators and utilities to safeguard public health and the environment through easier, faster, and more accurate compliance management.

Company size
51-200
Company stage
Acquired
Total funding
$7.3M
Headquarters
Pleasanton, CA
Founded
2014

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