As Customer Success Manager IV, you will own the retention, expansion, and strategic growth of a high value portfolio of strategic level accounts. This is a Senior-level role, designed for someone who can blend strategic revenue management, demand generation expertise, and consultative partnership skills. You will be accountable for driving measurable revenue outcomes, identifying new growth opportunities, and influencing customer strategy on a scale. This role requires a proactive contributor, who can think beyond day-to-day account management, while consistently delivering results.
Responsibilities:
- Own and deliver against revenue targets for a defined book of high-value accounts, with full accountability for retention, expansion, and demand growth.
- Proactively monitor customer performance, identifying trends, risks, and opportunities, and taking action to mitigate revenue loss or accelerate growth.
- Act as the strategic lead for assigned accounts, building executive-level relationships and influencing long-term customer investment and partnership.
- Surface risks and demand shifts early, providing clear context on revenue impact, drivers, and recommended actions.
- Partner cross-functionally with other teams within the business to drive demand generation, optimize performance, and unlock new growth opportunities.
- Lead quarterly business reviews (QBRs) and ongoing performance discussions, aligning customer goals to measurable outcomes and ROI.
- Maintain strong pipeline and activity discipline, ensuring consistent engagement across proactive outreach, discovery, and growth-focused
- Leverage CRM and data tools (e.g., Salesforce, Excel, BI dashboards) to forecast performance, track progress, and inform strategic decision-making.
- Manage escalations with urgency and ownership, ensuring timely resolution while maintaining strong internal alignment.
- Provide structured customer and market feedback to influence product evolution, pricing strategy, and operational improvements.
- Identify and act on upsell, cross-sell, and demand expansion opportunities, contributing to overall business growth.
Requirements:
- Demonstrable and quantifiable success selling and/or supporting a product or service over the phone.
- Experience following a structured, disciplined approach to sales.
- Exceptional phone, written, and interpersonal skills.
- Highly organized & easily adaptable
- Own the end-to-end success of a defined book of business, with accountability for revenue retention, growth, and customer health.
- Thrives in a high‐tech, fast‐paced, team‐oriented environment.
- Exudes enthusiasm, a positive attitude, self‐motivation, and strong work ethic.
- Possess computer skills and web literacy, with proficiency in Word, Excel, and Outlook.
- Salesforce experience preferred but not required.
- Experience in the Insurance Field would be nice but is not required.
AWL (All Web Leads, Inc.) is one of the most successful customer acquisition marketing companies in the US. Simply put, we help our customers acquire customers for the US insurance industry. Our amazing team of nearly 1,000 talented and successful professionals use internet marketing strategies to turn consumer interest in insurance products into policy sales for the world’s largest insurance carriers and more than 30,000 of their agents. We are Austin-born and our growth from a 2-person startup in 2005 to a highly profitable business has been a remarkable journey. We are a tight-knit team with a fast-paced, energetic, and entrepreneurial company culture that has been ranked a Best Place to Work in Austin for 2012, 2013, 2015, and 2017 - 2023. AWL fosters a vibrant, dynamic work culture built on trust, data, technology, passion, collaboration, and winning, where employees want to engage and be impactful. We provide competitive pay, outstanding benefits, and a fabulous, fun, collaborative environment that allows our people to be their best.