About the role
Senior Customer Success Manager Senior Customer Success Manager About QuotaPath QuotaPath helps revenue teams take ownership and accountability for financial goals through comp plan design guidance, automated commission tracking, and built-in collaboration tools. Industry-leading companies like Drata, LaunchDarkly, and Betterment trust us to automate the commission tracking and payment process for their go-to-market teams. Working at QuotaPath means you’ll have the opportunity to solve complex challenges, grow your skills, and contribute to a product that makes a real difference. We’re a passionate team that values curiosity and ownership. If you’re excited about working on meaningful products with a collaborative, dynamic team, QuotaPath is the place for you.
About
the Role This role goes beyond standard customer success, and you’ll be working directly with decision-makers across Sales, Finance, and Revenue Operations to solve real operational challenges. You’ll need to be technically sharp, comfortable navigating complex data environments, and confident presenting solutions to leadership. You’ll collaborate with a Solutions Engineer and Account Manager to provide a best-in-class customer experience. This role involves advocating for and supporting our customers throughout their journey, ensuring they have an exceptional experience and achieve measurable outcomes. This role is critical to our ability to scale. Key
Responsibilities • Lead end-to-end onboarding for our larger customers, including kick-off calls, account configuration, CRM integrations, and live training. • Conduct thorough data discovery and
compensation plan mapping across multiple systems and data sources. • Act as a
compensation process expert - educating customers on best practices for plan creation, modeling, and CRM structure. • Collaborate closely with Solutions Engineers and Account Managers to deliver a cohesive, best-in-class customer experience. • Navigate multi-stakeholder environments confidently, presenting solutions to VPs, Finance, and Revenue Operations leaders. • Identify and surface upsell opportunities in partnership with the Account Management team. • Gather and synthesize customer feedback to inform product improvements. • Contribute to refining and improving the onboarding process as we scale into more premium and complex customer segments. What We’re Looking For • 5+ years in a customer-facing role such as Customer Success, Implementation, Onboarding, or Account Management - ideally in B2B SaaS. • Proven experience managing complex, multi-stakeholder implementations with multiple data systems and integrations. • Strong CRM proficiency - hands-on experience administering or deeply working within Salesforce, HubSpot, or comparable platforms. • Advanced spreadsheet skills (Google Sheets or Excel) - you’re comfortable building models, doing data mapping, and troubleshooting formula logic. • Demonstrated ability to leverage AI tools to increase productivity, improve deliverables, and solve ambiguous problems faster. • Strong project management skills with the ability to handle multiple complex onboardings simultaneously without dropping the ball. • Excellent written and verbal communication - you can break down technical concepts for both technical and non-technical audiences. • High attention to detail and a natural sense of curiosity when something doesn’t add up.
