Customer Success Manager, Data Solutions

About G2 - The Company

When you join G2, you’re joining the team that helps businesses reach their peak potential by powering decisions and strategies with trusted insights from real software users.

G2 is the world's largest and most trusted software marketplace. More than 100 million people annually — including employees at all Fortune 500 companies — use G2 to make smarter software decisions based on authentic peer reviews. Thousands of software and services companies of all sizes partner with G2 to build their reputation and grow their business — including Salesforce, HubSpot, Zoom, and Adobe. To learn more about where you go for software, visit www.g2.com and follow us on LinkedIn.

As we continue on our growth journey, we are striving to be the most trusted data source in the age of AI for informing software buying decisions and go-to-market strategies. Does that sound exciting to you? Come join us as we try to reach our next PEAK!

About G2 - Our People 

At G2, we have big goals, but we stay grounded in our PEAK (Performance + Entrepreneurship + Authenticity + Kindness) values. You’ll be part of a value-driven, growing global community that climbs PEAKs together. We cheer for each other’s successes, learn from our mistakes, and support and lean on one another during challenging times. With ambition and entrepreneurial spirit we push each other to take on challenging work, which will help us all to grow and learn.

You will be part of a global, diverse team of smart, dedicated, and kind individuals - each with unique talents, aspirations, and life experiences. At the heart of our community and culture are our people-led ERGs, which celebrate and highlight the diverse identities of our global team. As an organization, we are intentional about our DEI and philanthropic work (like our G2 Gives program) because it encourages us all to be better people. 

About The Role

The Customer Success Manager (CSM), Data Solutions will be responsible for retaining revenue by building collaborative and consultative relationships with your assigned clients. Data Solutions CSMs partner with some of our largest investor and software customers to ensure they fully adopt all aspects of their G2 data subscription and are ready for expansion of other G2 products. They are the day to day face of G2 to our customers.

You will help clients understand how our data can help them make better informed investments and software companies build world-renowned product experiences. This individual should be a great communicator and have the drive to continue building relationships with customers.

In This Role, You Will: 

•  Serve as an advocate that consults customers on best methods to take full advantage of G2’s data, through both dashboard, raw data, and API delivery

• Form strong relationships that influence upsell opportunities, and shift from relationship to partnership with the client

• Understand and anticipate customers needs and goals; track customer progress on goals and capture big wins to provide ROI back to customer

• Build a strong partnership with your Account Manager and Sales counterparts and develop an account playbook to expand and retain your book of business to meet/ exceed your goals

• Understand most general technical issues and be excellent at funneling to the appropriate channel - TS, TechOps, or when the CSM should be able to handle questions themselves. This person also knows when to escalate cases based on the importance of the ticket and SLA

Minimum Qualifications:

We realize applying for jobs can feel daunting at times. Even if you don’t check all the boxes in the job description, we encourage you to apply anyway. 

•  2+ years of proven Customer Success, Account Management, Sales or relevant customer facing SaaS experience

• Proven, verifiable track record of quota attainment / achieving NRR or other revenue goals

• Strong communication skills

• Process-minded, with experience in project management

• Detail-oriented, with clear evidence of implementing organizational systems

• Nice to have: experience with Snowflake, API configurations, BI Tools, SQL

What Can Help Your Application Stand Out:

• Experience working with Financial Services

• Experience supporting and/or selling a Data Solutions product

Our Commitment to Inclusivity and Diversity

At G2, we are committed to creating an inclusive and diverse environment where people of every background can thrive and feel welcome. We consider applicants without regard to race, color, creed, religion, national origin, genetic information, gender identity or expression, sexual orientation, pregnancy, age, or marital, veteran, or physical or mental disability status. Learn more about our commitments here. 

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How We Use AI Technology in Our Hiring Process
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