Expansion Specialist

Job Summary

A company is looking for an Expansion Specialist CSM.

Key Responsibilities

• Identify and capture untapped revenue opportunities within a diverse portfolio of clients
• Execute specialized motions to help customers expand their card spend and optimize their financial workflows
• Assist existing customers with new account setups and entity expansions while collaborating with Senior CSMs and Credit Specialists

Required Qualifications

• Background in sales or customer success with a focus on driving net new revenue
• Proven ability to manage high-volume tasks and complex data
• Strong ambition and drive to take on new challenges
• Team-oriented mindset, focused on collective success
• Experience in consultative sales or customer relationship management