P

Portside

Cloud-based platform for business aviation operations

Customer Success Manager

Customer SuccessConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • At least 5 years in a customer-facing role at a SaaS company, including experience in a scaled, technology-enabled Customer Success model managing a book of mid-market accounts.
  • Demonstrated experience using technology and automation to extend reach and efficiency across a large book of business.
  • Strong people skills and a track record of effectively handling and resolving customer escalations.
  • Strong analytical skills and ability to interpret usage data and health signals to prioritize where to intervene.
  • Excellent communication, relationship-building, and problem-solving skills, including comfort leading group trainings and webinars.
  • A bachelor's degree or equivalent practical experience is required.

Responsibilities

  • Own a book of mid-market accounts through a scaled, digitally led customer success motion.
  • Oversee guided, digitally led onboarding, including automated handoff from Sales, persona-based journeys, and onboarding checklists; intervene when customers stall or miss milestones.
  • Maintain templated, automatically tracked success plans across the account book and oversee automated quarterly business reviews, refining content and triggers based on performance.
  • Lead signal-driven health reviews, using usage, engagement, and support data to identify at-risk accounts and determine which need personal attention.
  • Run quarterly group trainings and webinars, and maintain the knowledge base and recorded training library so they remain accurate and aligned with product releases.
  • Oversee automated 120-day renewal outreach; take ownership of escalated accounts, resolve underlying issues, and partner with Sales to protect renewals.
  • Manage automated lifecycle campaigns, host open office hours, support self-service onboarding for newly adopted products, and pass qualified expansion opportunities to Sales.
  • Deliver prescriptive adoption journeys that guide customers toward relevant features and outcomes, and flag friction points to Product.
  • Contribute to scaled voice-of-customer programs and share feedback trends with Product, Sales, and Support.
  • Identify strong customer candidates for testimonials, case studies, referrals, and community advocacy.
  • Handle portfolio escalations using sound judgment and product and technology knowledge to advise customers and troubleshoot issues.

Desired Qualifications

  • Commercial experience such as upselling, cross-selling, or carrying a quota.
  • Experience with AI-powered Customer Success tools.
  • Experience in aviation, aerospace, or an adjacent industry, or a genuine passion for aviation.

About the Company

Portside

Cloud-based platform for business aviation operations

Portside provides a cloud-based suite of applications for business aviation operations. Its main platform connects with many aviation systems to collect real-time data and deliver dashboards, reports, and automated workflows that help run trips more efficiently and control costs. It differentiates itself with broad system integration and a full set of modules for expense reporting, safety management, and flight management, enhanced by acquisitions of Baldwin Safety & Compliance and Avianis. The goal is to give flight departments a single, data-driven platform to oversee operations, reduce costs, improve efficiency, and maintain higher safety standards.

Company size
201-500
Company stage
Series B
Total funding
$69M
Headquarters
San Francisco, CA
Founded
2017

Recently Posted Jobs

Explore more opportunities at Portside

See more jobs