Banyan Software provides the best permanent home for successful enterprise software businesses, their employees, and customers to preserve the legacy of founders, while helping grow the business into the future.

We are on a mission to acquire, build and grow great software businesses that have dominant positions in niche markets all over the world. Today Banyan has over 4,000 employees throughout the US, Canada, UK, Europe, Brazil, Australia and New Zealand. Founded in 2016 with permanent capital to preserve the legacy of founders, Banyan focuses on a buy, hold and grow for life strategy. For more information on Banyan Software, Inc. visit: http://www.banyansoftware.com

What We Look For:
- Great enterprise software businesses that have dominant positions in niche markets
- We work with owners who are thinking about an exit today or further down the road
- We are flexible and can be creative when we find a business that is a good fit

The businesses in the Banyan family all share a similar profile:
- Annual revenues in excess of $2M-$30M 
- A high percentage of recurring revenue
- Positive operating margins and cash flow 
- High customer retention and satisfaction
- Happy and committed employees 


Banyan Software

The best permanent home for successful enterprise software businesses, their employees, and customers.

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. With a buy-grow-and-hold-for-life approach and a permanent capital base, Banyan acquires and grows companies worldwide, honoring founder legacies and helping portfolio companies modernize through shared AI expertise and operational discipline. Founded in 2016, Banyan operates more than 120 portfolio companies across North and South America, Europe, and APAC, and has appeared on the Inc. 5000 list for six consecutive years. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. The Role
Own expansion revenue for Teamup, the calendar trusted by over 5 million users that helps
businesses organize schedules, resources and teams for efficient operations at any scale. You
build the systems that identify the accounts that should move upmarket, then sell into them:
high-velocity, consultative, and light-touch, helping customers solve their problems better with
Teamup. This is a doer role on a flat team.
The Opportunity
● Build the commercial playbook from scratch for a beloved platform of 5 million monthly
active, highly engaged users: the signals, the plays, the motions, and the systems that
become how the company predictably expands
Responsibilities
● Build the AI-powered systems that do not exist yet: account signals, upgrade triggers,
and the playbooks
● Identify the problems we can solve and the accounts that should move upmarket, then
sell into them by video call, in-app, and email
● Build onboarding for high-potential customers and the activation motion that turns them
into durable long-term customers
● Develop predictable, reliable systems to spot and close upsells inside everyday
customer interactions
● Build a feedback loop into our AI onboarding experience
● Turn successful customers into advocates: referrals, reviews, and stories that feed the
flywheel
Requirements
● 5+ years in expansion sales, account management, or customer success at a
product-led SaaS company
● A track record of carrying and hitting an expansion or retention revenue target
● Deep product fluency: you learn tools fast, demo live, and answer hard questions without
a solutions engineer● Experience building lightweight commercial systems that work at scale: signals,
playbooks, CRM discipline
Who You Are
● You build with AI every day because you want to, and the systems you create are AI-first
from the start
● You sell because you like helping customers solve problems, and you build systems so
that help reaches every account
● You want the whole number: finding the account, closing the upgrade, and building the
machine that makes it repeatableThe expected base salary is $94,000. excluding bonus (when applicable).Salary is based on a number of factors including market conditions, location and may vary depending on job-related skills and experience. Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.Please Note: Banyan Software does not accept unsolicited resumes or applications submitted via email, LinkedIn, or other direct channels. All candidates must apply through our official Careers site to be considered for employment. Applications submitted outside of our applicant tracking system will not be reviewed.Recruitment NoticeBanyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Personal information submitted through your application will be collected and used for recruitment purposes in accordance with applicable privacy laws. Contact us at any time with questions about our process or to request accommodation. Beware of Recruitment ScamsWe have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment. Protect yourself by following these steps:Verify that all communications from our recruiting team come from an @banyansoftware.com email address.Remember, employers will never request payment or banking information during the hiring process.If you receive a suspicious message, do not respond — instead, forward it to careers@banyansoftware.com and/or report it to the platform where you received it.Your safety and security are important to us. Thank you for staying vigilant.

Customer Success Lead

What the job involves