Manage a portfolio of approximately 10–14 strategic accounts, developing deep knowledge of each customer’s business, objectives, stakeholders, and success criteria.
Serve as the primary post-sale owner for assigned accounts, accountable for overall customer health, retention, and growth.
Build strong, multi-threaded relationships with customer stakeholders, including senior and executive leaders, and effectively navigate difficult or high-stakes conversations when required.
Own and consistently execute Eptura’s Strategic Customer Success Rhythm, including:
Regular Cadence customer meetings
Executive-facing Success Plans as living documents
Quarterly Executive Business Reviews
Growth and Risk Signals
Ensure all success activities, plans, decks, notes, and actions are accurately logged and maintained in our CS CRM.
Partner with customers to define, track, and measure business outcomes, ROI, and value realisation from Eptura solutions.
Drive product adoption and expansion by aligning Eptura capabilities to customer goals, initiatives, and evolving needs.
Identify and communicate opportunities for cross-sell, upsell, and broader platform adoption, in partnership with Sales and Account Executives.
Proactively monitor customer health, engagement, and risk signals to identify potential churn or underperformance early.
Be a facilitator in escalations in line with Eptura’s formal escalation framework, coordinating Support, Product, Professional Services, Renewals, and leadership as required.
Develop and execute Get-to-Green plans for at-risk accounts, keeping internal stakeholders and leadership informed throughout.
Work closely with Account Executives and Renewal Specialists to support renewals, forecasting accuracy, and long-term account strategy.
Effectively assemble and lead cross-functional account teams to deliver outcomes and resolve complex customer challenges.
Ensure accurate forecasting, renewal intent, and account status are maintained in our CS CRM.
Maintain a high standard of operational discipline across all systems, ensuring clear visibility into account health, risks, and opportunities.
Identify patterns and recurring themes across your accounts to inform product feedback, enablement needs, and Customer Success improvements.
Actively contribute to global Customer Success initiatives, enablement programs, success storytelling, and continuous improvement efforts across the CS organisation
Requirements
Customers consistently realising measurable value and outcomes from Eptura solutions
Strong net retention, renewal performance, and account growth
Predictable execution of the Strategic Customer Success Rhythm
Clear, executive-level communication—internally and externally
Are deeply customer-centric and focused on long-term partnership and value, not short-term tasks
Have proven experience managing a strategic book of business in Customer Success
Bring strong executive presence and are comfortable engaging, challenging, and influencing senior customer stakeholders
Balance relationship-building with structured, data-driven execution
Are comfortable with change and enjoy adopting new processes, tools, and ways of working
Think strategically, but execute operationally with consistency and attention to detail
Strong understanding of Customer Success as a discipline, including retention, growth, adoption, and value realisation
Demonstrated experience with CS platforms and data sources such as Planhat, Gainsight, Totango, ChurnZero, and Salesforce
Solid grasp of Customer Success metrics including Net Retention, Gross Retention, NPS, and Health Scores
Excellent analytical skills, including strong Excel capabilities
Experience working in B2B SaaS or enterprise software environments