About the role

Aplyr's Quick Take

This role is about managing a portfolio of 45+ small to medium-sized business accounts to ensure customer satisfaction and drive growth. You'll focus on retention, upselling, and addressing customer needs proactively, making it an individual contributor role with a strong emphasis on organization and customer engagement.

Good fit

Ideal candidates have 2+ years in B2B SaaS sales or customer success, are highly organized, and excel in communication. A proactive, problem-solving mindset is essential for navigating customer challenges.

Worth noting

The role emphasizes using AI and automation to enhance processes, not replace human judgment, which could be a unique opportunity for those interested in tech-driven customer success. The focus on SMB accounts suggests a fast-paced environment with potentially high turnover.

About Crossbeam

The highest-performing go-to-market teams have figured out how to turn their partner ecosystem into a revenue engine, and Crossbeam is the platform that makes that possible. Companies use Crossbeam to securely compare CRM data with partners, revealing shared customers, overlapping prospects, and warm paths into deals.

That second-party data becomes Ecosystem Intelligence — a layer of unique signals and recommendations that helps revenue teams uncover new opportunities, target the right accounts, and win faster. We pioneered the category of ecosystem-led growth, and now we're defining what comes next: go-to-market powered by AI-native ecosystem intelligence.

About the role:

Our SMB Account Success Managers are the backbone of our customer base — keeping our smallest-but-mighty customers healthy, growing, and seeing real value from ecosystem-led growth. We're looking for an organized, customer-obsessed ASM to own a high-volume book of SMB accounts, reduce churn, and find the right moments to expand. You'll need to know your accounts well enough to spot gaps before they become problems and be operational enough to act on all of them. That includes building better systems, increasing leverage, and using AI to raise the quality and speed of execution.

You will:

Own the retention and expansion strategy for 45+ SMB accounts (companies under 250 employees) post-sale through renewal from start to finish
Proactively engage customers ahead of renewals, when they need support, or when buying signals point to an upsell opportunity
Identify gaps in customer adoption and value realization — then fix them
Partner closely with Finance, RevOps, and Go-To-Market teams to deliver a consistent, positive customer experience and ensure accounts are set up for success
Use AI and automation thoughtfully to improve output, not replace judgment

You need:

2+ year of experience in a B2B SaaS Sales or Customer Success role with a track record of success managing renewals or expansion opportunities
Exceptional organization and process discipline — you know where every account stands at any given time
Strong objection handling skills; you can turn a hard conversation into a path forward
Ability to operate with clarity under ambiguity and move fast when it matters
A customer-first mindset with a collaborative, solutions-oriented approach
Clear, professional written and verbal communication

You’ll do great if you:

Take ownership without waiting for permission.
Ask “what’s actually needed?” instead of defaulting to precedent.
Use AI as leverage to clarify thinking, improve communication, synthesize information, and accelerate execution.
Actively seek out and act on feedback to raise your own bar
Dig until you understand the real problem, not just the surface request.
Make those around you more effective.

You’ll get:

Collaborative teammates and a culture built on trust and accountability
Competitive compensation and equity
Comprehensive healthcare coverage for you and your family
Remote-flexible with access to co-working spaces in your area
Learning, wellness, and WFH stipends
Flexible time off
Paid parental leave
…and more!

Equal Opportunity Employer

We’re proud to be an Equal Opportunity Employer and are committed to building a team that reflects a wide variety of backgrounds, perspectives, and skills. We don’t discriminate on the basis of race, color, religion, national origin, age, sex, gender identity or expression, sexual orientation, disability, veteran status, genetic information, or any other protected characteristic.

If you need reasonable accommodations during any part of the application or interview process, please let us know—we’re happy to support you.

Skills & Tags

go rust ai data sales

Aplyr's read

Crossbeam revolutionizes partnership management with data-driven insights, attracting professionals keen on collaboration and strategic growth.
Synthesized from recent postings & public sources

What's promising

•Crossbeam's platform enhances partnership effectiveness through innovative data sharing.
•Strong focus on ecosystem growth attracts companies seeking strategic alliances.
•Recent hiring in account success highlights commitment to customer satisfaction.

What to watch

•Dependence on partner data accuracy could affect platform reliability.
•Market competition from other partnership management tools is intense.
•Limited public information about financial performance and long-term sustainability.

Why Crossbeam

•Crossbeam uniquely integrates data sharing with partnership management.
•Focus on ecosystem partnerships sets it apart from traditional CRM tools.
•Emphasis on strategic growth through partnerships differentiates its business model.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Crossbeam

Crossbeam

crossbeam.com

View company

Crossbeam is a partner ecosystem platform that helps companies discover and manage their partnerships more effectively by providing insights and data sharing capabilities.