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Manage a portfolio of mid-market pharma accounts from onboarding through pre-renewal, owning adoption and account health
Develop and execute account-specific adoption plans to drive sustained platform engagement
Identify adoption gaps and expand usage through new use cases, users, and workflows
Build and leverage internal champions to increase engagement and reduce reliance on single contacts
Deliver tailored, use-case-driven training aligned to customers' therapeutic and business priorities
Maintain a clear commercial lens across your portfolio — understand each account's ARR, renewal timeline, budget cycle, and strategic importance
Build the renewal case from day one: document value delivered, track adoption milestones, and ensure the customer has a clear ROI narrative before the commercial window opens
Brief your AM on account health, risk signals, and expansion opportunities with the depth and specificity they need to act - not just status updates
Identify expansion signals proactively - new teams, new therapeutic areas, new decision-makers entering the account - and ensure your AM can convert them
Support at-risk renewal situations by designing and executing intervention plans alongside your AM
Build and maintain deliberate, multi-threaded stakeholder maps across your portfolio - engaging champions, influencers, and senior stakeholders (Director level and above) across functions
Ensure no account in your portfolio is single-threaded - if your primary contact left tomorrow, you would have a relationship to stand on
Develop senior relationships that go beyond product engagement - understanding the customer's strategic direction, pipeline, and organisational priorities
Help customer champions build the internal case for GlobalData, so that renewal advocacy comes from within the account, not just from your own outreach
Co-lead on structured business reviews that position GlobalData as a strategic partner and create visible, senior-level value alignment
Maintain a proactive, multi-signal health view across your portfolio - going beyond platform usage to monitor organisational changes, engagement quality, champion risk, and commercial signals
Identify and escalate at-risk accounts early, with enough commercial context for AM and leadership to make informed decisions
Develop and execute risk mitigation plans for struggling accounts — diagnosis first, intervention second
Model strong portfolio discipline: prioritise by commercial risk and value, maintain current records in Planhat and Salesforce, and ensure nothing falls through the cracks
Act as a senior reference point within the Mid-Market CSE team - sharing playbooks, contributing to team sessions, and being the person junior Customer Success Executives turn to for guidance
Mentor and coach CSEs on account management, stakeholder engagement, commercial awareness, and difficult customer conversations
Contribute to the development and improvement of the Mid-Market CS operating model - proposing and testing new approaches, not just executing existing ones
Represent the Mid-Market CS team in cross-functional forums - with AM leadership, Product, and Content - as a credible, informed voice
Requirements
Demonstrable experience in a customer success role managing a portfolio of B2B accounts, ideally in a SaaS, data, or intelligence business
Track record of driving adoption and retention outcomes across a mid-market or SMB account portfolio
Experience building multi-threaded stakeholder relationships including engagement at Director level
Strong commercial awareness — understands the link between CS activity and ARR outcomes, and acts accordingly
Experience designing and delivering use-case based training tailored to specific customer workflows and objectives
Evidence of contributing to team capability — mentoring, playbook development, or process improvement
Nice to have
Experience in pharma, life sciences, or healthcare intelligence
Familiarity with CS tools such as Planhat, Salesforce, or Gainsight
Experience running formal business reviews (QBRs, EBRs) with Director-level stakeholders
Prior experience in a senior IC role within a CS team undergoing transformation or scale-up