Data Success Strategist - Boston

About RevenueBase

We’re a fast-growing, mission-driven startup shaping the future of how companies harness data. Every day, we team up to turn customer challenges into game-changing solutions—listening closely, experimenting boldly, and celebrating our collective wins. Working here means joining a supportive, transparent culture where you can grow your skills, share your voice, and be part of shaping the product and roadmap. If you’re eager to make a real impact and help customers thrive, we think you’ll love it here.

About You

You’re a strategic thinker who sees challenges as opportunities to learn and innovate. Maybe you’ve helped customers navigate complex B2B solutions before, or you’ve turned raw data into meaningful insights that inform better decisions. You’re a natural communicator, comfortable running demos, hosting training sessions, and translating technical jargon into practical advice. You take pride in delivering exceptional customer experiences—engaging directly, listening closely, and proposing creative solutions to ensure they succeed. If you’re eager to use your analytical skills, problem-solving mindset, and collaborative spirit to shape something from the ground up, this role could be your perfect next step.

Responsibilities

Build Trusted Relationships: Proactively engage with RevenueBase customers, consistently fostering trust, understanding their goals, and guiding them to achieve measurable outcomes.

Seamless Onboarding: Lead new customers through the onboarding process, ensuring a successful and timely delivery of our Revenue Database-as-a-Service solution.

Proactive Account Management: Conduct regular account reviews to celebrate successes, identify challenges, and collaborate on solutions that boost customer satisfaction and ROI.

Drive Expansion: Spot new opportunities for growth within your accounts, assess customer interest, and partner with Sales to smoothly transition qualified leads.

Maintain Rigorous Documentation: Keep HubSpot CRM records accurate and current, detailing interactions, contact history, and critical updates for full internal visibility.

Portfolio Reporting: Provide weekly portfolio reports highlighting challenges, upcoming renewals, and expansion opportunities, ensuring the wider team stays informed and aligned.

Product Mastery: Become an expert in RevenueBase’s data solutions, proactively recommending new use cases and value-added services to keep customers ahead of the curve.

Identify Advocates: Recognize enthusiastic customers and engage them as references, case study subjects, and webinar contributors to amplify our collective success story.

Requirements

Relevant Experience: Minimum of 3 years as a Customer Success Manager within a MarTech, SaaS, or Data-focused environment.

Proven Portfolio Growth: A demonstrated track record of managing and growing an assigned set of customer accounts, consistently driving engagement and value.

Data Fluency: Confidence in explaining technical concepts related to data and analytics, making complex ideas understandable to a range of audiences.

QBR Delivery: Experience conducting Quarterly Business Reviews (QBRs) with customers, utilizing insights and data to highlight value and set future goals.

B2B Expertise: Familiarity with the processes, priorities, and data needs of B2B sales and marketing organizations.

CRM Proficiency: Skilled in using HubSpot CRM (or similar platforms) to document interactions, maintain account health records, and track opportunities.

Customer Advocacy: A history of championing customer needs across internal teams, ensuring their feedback informs product and process improvements.

Benefits

Medical, dental, 401k match, stock options, flexible time, flexible vacation, flexible work location.