Why this role exists
BPI certifies the world's Most Loved Workplaces® using validated employee sentiment data (LOWI, SPARK drivers, the MLW SaaS platform). The credibility of the certification — and the renewal motion that powers the business — depends on whether each certified company experiences the value their tier promises. This role builds the operational system behind that promise.
What you'll do
- Own the customer lifecycle playbook: kickoff → profile readiness → 30/60/90-day health checks → mid-cycle review → renewal motion. Make it repeatable, measurable, documented.
- Maintain the canonical customer status view across HubSpot, Asana, and the MLW SaaS platform — tier, profile completeness, engagement signal, renewal date, expansion opportunity
- Drive renewal motion 90 days ahead of renewal date. Surface at-risk accounts. Coordinate sales outreach.
- Identify and route upsell triggers within 24 hours. Every Free → Bronze, Bronze → Silver, Silver → Gold signal gets a tagged HubSpot record and a routed task to sales with full context.
- Run a weekly customer-success review with leadership: health, risk, expansion, blockers. No surprises at quarter-end.
- Coordinate cross-functionally with sales, content, profile/tech, and onboarding. You are the glue.
- Replace ad-hoc commenting with tracked work — one assigned task with an owner and a deadline.
What we measure you on
- Gross renewal rate ≥ 90% on the existing book by end of year 1
- 100% of Top 100 list launches ship on schedule with zero broken profile links
- Sub-24-hour SLA on upsell signal → routed to sales with full context
- Quarterly Customer Health Reports delivered to leadership — no late surprises
- A documented customer-success playbook that survives your absence
What you bring
- 3–5+ years in Customer Success, Customer Operations, or Account Management in B2B SaaS, certification programs, or awards/recognition platforms
- A track record of owning gross retention or net revenue retention as a primary metric
- Operational discipline — you close loops, you don't open them
- Strong written communication; you can replace a 30-comment thread with one tracked task and a clean owner
- HubSpot fluency (or equivalent CRM); Asana or comparable project ops tooling
- Comfortable working laterally across sales, content, tech, and onboarding — and pushing back constructively when an upstream system creates downstream chaos
- Bonus: experience with employer brand, HR analytics, employee engagement, or certification methodologies
How to apply
Send a resume and a short note (no cover letter required) describing one operational system you've built that survived without you. Include one customer-retention or expansion metric you owned and what it moved from / to.
Best Practice Institute is an equal opportunity employer. We hire on the basis of operational excellence, customer empathy, and what you can demonstrate you've delivered.