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Siteline

Mid-Market Customer Success Manager

Siteline

. Own a portfolio of mid-market accounts and build multi-threaded relationships with executive sponsors and key stakeholders .

Posted 11/4/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Customer Success and Strategic Account Management, with a focus on driving customer retention, renewals, and expansion in B2B SaaS environments. Proficient in developing strategic account plans and leveraging data to optimize customer engagement and product adoption.

Highest-signal resume keywords
Customer Success ManagementStrategic Account ManagementB2B SaaS ExperienceConsultative Selling SkillsConstruction Technology Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Account PlanningCustomer Retention StrategiesRevenue ForecastingData AnalysisWorkflow Optimization
Soft Skills
Strong CommunicationAdaptabilityResourcefulnessAnalytical ThinkingStakeholder Management
Tools & Technologies
ERP SystemsConstruction Billing WorkflowsCustomer Relationship Management (CRM)
Industry Keywords
B2B SaaSConstruction FinanceAccounts ReceivablePay ApplicationsMulti-Stakeholder Implementations

Tech Stack

Tools & technologies
ERP

About the role

Key responsibilities & impact
  • Own a portfolio of mid-market accounts and build multi-threaded relationships with executive sponsors and key stakeholders
  • Maintain strategic account plans and a proactive customer engagement cadence
  • Develop expertise in Siteline's platform, construction billing workflows, and industry best practices
  • Advise customers on business challenges, workflow optimization, and product value
  • Lead customer success planning and coordinate multi-stakeholder rollouts from kickoff through first live billing
  • Define success milestones, coordinate integrations and training, remove adoption barriers, and establish repeatable workflows
  • Drive adoption across teams, projects, and business units
  • Identify opportunities for additional modules, integrations, and billing workflows
  • Lead strategic business reviews connecting product adoption to measurable outcomes
  • Own renewal strategy, forecasting, execution, risk identification, and retention plans
  • Own the expansion cycle from value-based discovery and pipeline development through negotiation and close
  • Partner with Sales on pricing strategy and drive upsell and cross-sell revenue
  • Manage account health and readiness, coordinate cross-functional teams, and develop customer advocacy
  • Partner with Marketing on referrals, customer references, and case studies
  • Document product friction, unmet needs, and actionable product feedback for Product
  • Partner with Support and Engineering to resolve complex customer issues and minimize disruption

Requirements

What you’ll need
  • 5+ years of experience in Customer Success, Strategic Account Management, or a similar customer-facing role in B2B SaaS, including experience owning large mid-market accounts
  • Demonstrated success driving customer retention, renewals, and expansion against defined revenue goals
  • Strong consultative and commercial skills, with experience navigating executive stakeholders, renewal negotiations, and value-based expansion conversations
  • Ability to translate customer business objectives into strategic account plans, measurable success criteria, and actionable recommendations
  • Strong analytical and business judgment, with experience using customer health, product usage, and revenue data to prioritize a high-value portfolio
  • Ability to navigate ambiguity, adapt to changing priorities, and take ownership in a fast-paced startup environment
  • Resourceful and hands-on, with a bias for action and willingness to work across functions
  • Experience in construction technology, accounts receivable, or construction finance is a strong plus, particularly pay applications, retainage, lien waivers, and ERP workflows
  • Experience managing complex, multi-stakeholder implementations involving finance, operations, IT, or ERP teams is a plus