Phocas Software Costa Mesa, California, United States Full-time 2024-06-05

As a high-growth tech company selling software in a competitive global market, the work is not easy. But it’s interesting and super fun. As the Customer Success Consultant, your primary purpose is to ensure our customers get, and keep getting value from their investment in Phocas. You strive to retain our customers, turn them into advocates for Phocas and proactively identify opportunities for further revenue growth within our existing customer base.

It’s what our consultants love about the work. Because it gives meaning to their roles. Oh, and did we mention it was fun? No? Well, you’re in for a good time.

Here’s how you’ll do that:

  • Proactively drive activities that increase brand awareness, product presence and user adoption. This could be through regular customer account reviews, product demonstration, training events and other marketing activities.
  • Provide exceptional service and support, and ensure the customer is gaining value from their investment through coaching, advice and training.
  • Identify new business opportunities within the account for revenue growth.
  • Collaborate with global colleagues to continuously improve products, internal processes and documentation as they relate to customer success.

This is what you’ll need to do it:

  • A love of working with customers and developing long-term value.
  • Excellent presentation, training and communication skills.
  • Ability to network, build and maintain strong business relationships.
  • Solid understanding of business needs and customer focus beyond the technical/technology aspects with a dedication to customer experience
  • Previous experience within a Customer Success role within SaaS

A bit about us to see if we’re a match for your enthusiasm

We’re a business planning and analytics company on a mission to make people feel good about data. We’ve been hard at it for 20+ years, helping 2,300 companies turn complex business data into performance boosting results. Despite our global status, we’ve held on to our start-up roots. The result is a workplace that’s fast, exciting and designed for fun.

Create your happy place! Apply today!

Salary Range: $75,000 to $100,000 (Salary range is subject to regional differences and assumes fully qualified based on job requirements).


  • Bachelor’s degree in Business, Information Technology or another related subject. In lieu of degree, relevant equivalent experience required.
  • Minimum 3 years’ prior experience working in Customer Success or Account Management roles.
  • Proven track record of meeting or exceeding retention goals / customer satisfaction metrics.


  • Experience with Phocas or related products – other BI, CRM, ERP software products
  • Previous experience working within the SaaS/IT industry.


  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability
  • Training & Development
  • Work From Home
  • Wellness Resources
  • Stock Option Plan

We are a 2024 Circle Back Initiative Employer – we commit to respond to every applicant.

Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.