Who are we? Workiz is the leading SaaS platform for field service teams, trusted by over 120,000 pros. We help real, hard working people run and grow their businesses, with an end-to-end solution that enables them to sch…
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Manage a portfolio of Mid-Market accounts with full accountability for net revenue retention, renewals, and strategic growth. Deliver proactive value through data-driven Executive Business Reviews and identify expansion opportunities to drive ARR.
Requirements
Requires 2+ years of SaaS Customer Success experience managing Mid-Market portfolios and a proven track record of owning NRR/GRR. Must be proficient in HubSpot and possess strong executive communication skills, with a bachelor's degree or equivalent experience.
Full job description
Who are we?
Workiz is the leading SaaS platform for field service teams, trusted by over 120,000 pros. We help real, hard working people run and grow their businesses, with an end-to-end solution that enables them to schedule jobs, dispatch, invoice, track performance, get paid in the field, plus so much more - all in one place!
We’re on a mission to revolutionize our industry by “automating everything but holding the wrench”, providing our users with smart, AI-powered tools that will replace time consuming tasks, generate more revenue, and provide peace of mind, freeing our users to focus on building their small business into an empire.
Who are you?
You own a focused portfolio with full accountability for NRR, strategic account growth, and executive relationship health. You operate as a trusted advisor to multi-location service businesses, run structured BRs, and manage your expansion pipeline end-to-end. You are measured on what you retain, what you grow, and the health of your portfolio.
Responsibilities
Renewals & Retention
Own GRR with full accountability for all renewal outcomes
Conduct ongoing account health assessments using health scores, usage data, and stakeholder sentiment
Build and execute risk mitigation plans for red/yellow accounts: exec sponsor engagement, success plan revisions, escalation protocols
Own all renewal conversations end-to-end; coordinate commercial terms with Finance/RevOps as needed
Expansion & Upsell
Carry a named expansion ARR quota; proactively identify and develop upsell opportunities in every account
Field service management, trades, or home services industry background is a strong plus
Bachelor’s degree or equivalent experience
Our Tech Stack
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Why Join Workiz?
As a trailblazing SaaS company in the field service industry, we're at the forefront of change, driving success in one of today's most resilient and rewarding sectors. Our all-in-one platform empowers field and home service businesses with tools to streamline scheduling, dispatching, invoicing, and customer communication – all in one place.
We’re looking for talented individuals who are excited to join our mission of making field service a breeze. Here is a glimpse into what it means to be a part of the Workiz team:
Collaborative Environment: We nurture a culture of collaboration and support, where ideas are highly valued, and teamwork is fundamental.
Dynamic Growth: Join a company on the fast track, experiencing exhilarating growth, perpetually evolving, and driving change.
Impactful Contributions: Witness the direct impact of your efforts on the success of our customers and the advancement of field service business management. At the end of the day, it’s all about the people. Our customers are at the heart of everything we do.
We focus on empowering our team members, valuing each as a long-term investment. Emphasizing the importance of ongoing growth, we are dedicated to nurturing and training individuals, enabling them to exceed expectations in both skills and responsibilities.
Why You’ll Love Being a Workizer:
Fuel your passion (and have a blast doing it!): You won't just use a product you believe in, you'll work alongside a team that makes every day exciting!
Collaborative Excellence: We foster a culture of teamwork where exceptional achievers and quick learners can thrive. Together, we deliver impactful results.
Speak your mind! At Workiz, there are no bad ideas. We thrive on diversity of thought and love to see innovation take flight.
Celebrate the culture: Our team is a vibrant mix of backgrounds and experiences. Embrace the richness and learn from each other.
Work-life balance: Find your perfect rhythm with our hybrid model - 3 days on-site and 2 days remote working.
We take our work seriously, but we know how to let loose and celebrate our wins!
Perks
Fuel Your Flow: Stay energized with a fully stocked kitchen featuring premium coffee and a curated selection of snacks.
Beyond the Desk: We’re big on culture. From our monthly Book Club to catered lunches and hosted happy hours, we make space for real connection.
Recharge at the Terrace: Access a premier, tenant-exclusive suite designed for more than just work. Includes a state-of-the-art fitness and yoga studio, a social lounge with a golf simulator, and quiet spaces to recharge.
Compensation and Benefits
Market-level compensation based on experience $85,000-$95,000 On-Target Earnings.
Workiz provides a comprehensive benefits package, featuring employee stock options, up to 100% employer-paid Medical, Dental, and Vision coverage options for employees plus generous dependent coverage, and a 4% match on 401k contributions.
Sick Leave: 5 days per year
Vacation Leave: 14 days per year (that grows with tenure!) plus 2 Floating Holidays to use each year
Inclusivity Statement
At Workiz, we believe that great ideas come from anywhere. We support a collaborative environment and value open participation from individuals with different ideas, experiences, and perspectives. We believe having a diverse team makes Workiz a more interesting and innovative place to work, and we strive to make Workiz a welcoming and inclusive place for all.
Related keywords
SaaSCustomer SuccessMid-MarketNRRGRRARRHubSpotExecutive Business ReviewsROIField Service ManagementUpsellRetentionAccount Health ScoresCRMStrategic Account ManagementWorkiz Pay
Workiz Delivers Enterprise-Level Power With The Simplicity Field Teams Need.
Industry
Software Development
Company size
51-200 employees
Founded
2017
Headquarters
San Diego, California
LinkedIn followers
15,913
Total funding
$60M
The Workiz journey began in sunny San Diego, California, with a group of locksmith pros who spent their days surfing and their nights rescuing people locked out of their homes. As their locksmith business grew, they quickly realized how much time was being wasted on repetitive, mundane tasks. Frustrated by the lack of software tailored to their needs, they decided to build their own field service digital headquarters.
In 2018, Workiz was born. Fast forward to today, Workiz has become the #1 field service management platform, trusted by over 120,000 service professionals. We are also proud to be the leading FSM in AI, helping field service businesses of all sizes streamline operations, boost efficiency, and drive revenue growth.
Workiz is built by field service pros, for field service pros, with the goal of turning top service professionals into thriving business professionals. With tools designed to simplify every aspect of your operations—from calls and scheduling to dispatching, invoicing, and reporting—Workiz empowers you to focus on growing your business and achieving your dreams.
Our mission is simple: to help your business thrive today so that when you’re ready to retire, you’ll have the freedom to choose your next steps with confidence and success.
Offices: 9444 Balboa Ave, San Diego, California 92123, US
Field Service Management SoftwareScheduling SoftwareSaasCustomer Relations ManagementVoipCall TrackingPhone MaskingCustomer ServiceDispatching SoftwareAI Answering