Customer Success Lead

Banyan Software is the best permanent home for software businesses that serve specialized industries their employees and their customers. We are on a mission to acquire build and grow great companies worldwide helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation endowed with $100 million in Banyan stock leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified a five-time Inc. 5000 honoree and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta Banyan operates more than 100 portfolio companies across North America the UK EU and APAC.

The Role
Own expansion revenue for Teamup the calendar trusted by over 5 million users that helps
businesses organize schedules resources and teams for efficient operations at any scale. You
build the systems that identify the accounts that should move upmarket then sell into them:
high-velocity consultative and light-touch helping customers solve their problems better with
Teamup. This is a doer role on a flat team.

The Opportunity
Build the commercial playbook from scratch for a beloved platform of 5 million monthly
active highly engaged users: the signals the plays the motions and the systems that
become how the company predictably expands

Responsibilities
Build the AI-powered systems that do not exist yet: account signals upgrade triggers
and the playbooks
Identify the problems we can solve and the accounts that should move upmarket then
sell into them by video call in-app and email
Build onboarding for high-potential customers and the activation motion that turns them
into durable long-term customers
Develop predictable reliable systems to spot and close upsells inside everyday
customer interactions
Build a feedback loop into our AI onboarding experience
Turn successful customers into advocates: referrals reviews and stories that feed the
flywheel

Requirements
5 years in expansion sales account management or customer success at a
product-led SaaS company
A track record of carrying and hitting an expansion or retention revenue target
Deep product fluency: you learn tools fast demo live and answer hard questions without
a solutions engineer

Experience building lightweight commercial systems that work at scale: signals
playbooks CRM discipline
Who You Are
You build with AI every day because you want to and the systems you create are AI-first
from the start
You sell because you like helping customers solve problems and you build systems so
that help reaches every account
You want the whole number: finding the account closing the upgrade and building the
machine that makes it repeatable

The expected base salary is $94000. excluding bonus (when applicable).Salary is based on a number of factors including market conditions location and may vary depending on job-related skills and experience.

Diversity Equity Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams associates our Operating Companies and the communities we serve. As a collective our goal is to impact lasting change through our actions. Together we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic including race color genetic information creed national origin religion sex affectional or sexual orientation gender identity or expression lawful alien status ancestry age marital status or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit qualifications experience ability and job performance.

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