Customer Success Strategist

Wholestack Solutions - Kansas City, MO

Full-time - Senior

Kansas City, MO

Professional, Scientific, and Technical Services

About the position

The Customer Success Strategist at WholeStack Solutions is a pivotal role focused on fostering long-lasting client relationships and driving business growth through strategic customer engagement and sales. This position requires a seasoned professional with over 5 years of experience in customer success, consulting, or strategic account management, who can act as a trusted advisor to clients, helping them maximize the value of services provided. The role also involves collaborating with teams to deliver impactful results and innovate solutions that simplify complex challenges.

Responsibilities

• Drive client success by acting as a trusted advisor and guiding clients to success with actionable strategies.
• Build and maintain strong relationships with senior executives and key stakeholders.
• Identify growth opportunities by partnering with clients to understand their needs and identify upsell, cross-sell, or expansion opportunities.
• Drive new business through strategic sales responsibilities, earning commission on non-partner business generated.
• Collaborate across teams to align on client goals and deliver impactful results.
• Oversee the customer lifecycle, ensuring success milestones are achieved.
• Help clients innovate and move beyond legacy thinking by introducing them to innovative solutions.

Requirements

• 5+ years of experience in customer success, strategic consulting, or account management roles.
• Proven track record of managing executive relationships and delivering strategic value.
• Strong ability to identify and capitalize on upsell and cross-sell opportunities while growing customer accounts.
• Experience in selling services or solutions, with demonstrated success in driving new business.
• Excellent communication skills, capable of conveying complex concepts simply and persuasively.
• Curiosity and a learning mindset, actively seeking to understand customer needs and quickly learning new technologies and solutions.

Nice-to-haves

• Knowledge of CRM systems like HubSpot.

Benefits

• Disability insurance
• Dental insurance
• 401(k)
• Paid time off
• Life insurance