Customer Success Manager jobs at Dotdash - 271 jobs
Customer Success Manager
About Us 4.0
Customer success manager job at Dotdash
On-Target Earnings: $60,000 - $75,000 CAD
About Us
Revio is a high-growth, Al-powered sales CRM that turns social followers into paying customers. The platform combines an Al copilot for selling, Al sales coaching, and a secure CRM for DMs to help creators and coaches convert leads without sharing logins, juggling spreadsheets, or burning out setters. Revio already processes over 300,000 messages monthly and is rapidly expanding to new platforms.
🎥 Why you shouldn't work here - Radical Transparency from our CEO 📝 What Applying Looks Like
We keep it transparent and efficient. Here's what to expect:
1-min intro video (Loom, Vidyard, or Google Drive - share your link below)
Application review
15-minute intro call
Strengths assessment - how you learn and do
Hiring Manager interview - values and culture fit
Paid test project - work with us, like you're already on the team
Final call with our CEO
Offer - if we're both excited, we move forward fast
About the Role
As a CustomerSuccessManager at Revio, you'll be the trusted partner helping creators, coaches, and sellers extract real value from our AI-powered CRM. You'll guide customers through onboarding, increase adoption, and proactively ensure they succeed, and stay.
This role is fully remote, with a preference for North American time zones, and reports directly to the Chief Operating Officer. If you're obsessed with helping users win and want to be part of a fast-scaling product built for the future of sales, this is for you.
What You'll Do
Customer Onboarding & Activation
Lead the onboarding process and design journeys that create fast, repeatable wins
Develop tailored success plans for key accounts to optimize usage and product stickiness
Deliver workshops, webinars, and 1:1 sessions that drive engagement and product mastery
Track onboarding KPIs and user engagement to ensure consistent outcomes
Retention & Growth
Monitor customer health scores and proactively address churn risks
Drive upsell, renewal, and expansion opportunities through consultative support
Build strong, trust-driven relationships with power users and teams
Collect feedback, identify patterns, and collaborate with product and engineering to improve UX
Enablement & Documentation
Create and maintain help docs, templates, and internal resources that scale customer education
Manage Revio's support experience, respond quickly and thoughtfully across channels
Partner cross-functionally to evolve the voice of customer in product decisions
What You Bring
Required
2+ years in customersuccess, account management, or client experience (ideally in B2B SaaS)
Strong communication skills, you can simplify the complex and teach with clarity
Data-driven: you understand how to track metrics like usage, churn, and LTV
Self-motivated and able to manage your own projects in a remote environment
Empathy for creators and small teams and excitement about helping them grow
Preferred
Experience supporting SaaS tools in the CRM, AI, or sales automation space
Familiarity with tools like HubSpot, Intercom, Notion, and Slack
Prior experience in a startup or fast-paced growth environment
Bonus: experience working with creators, solopreneurs, or coaching businesses
$60k-75k yearly Auto-Apply 13d ago
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Head of Customer Success - Enterprise Regional
Uber 4.9
Chicago, IL jobs
About the Role
As a Manager of CustomerSuccessManagement, you will play a critical role in ensuring merchant success. This role is going to be split between leading a team focused on optimizing operational health (including a combination of operational efficiency, customer experience, and financial health), and enabling and driving revenue growth by supporting upselling and cross‑selling efforts working hand‑to‑hand with Client Partners, Account ManagementManagers and Heads of Segment, to analyze merchant performance, identify operational pain points, and develop tailored solutions to merchants. Your role will be a co‑orchestrator of our Enterprise Partnerships, ensuring their ongoing success.
What You'll Do
Lead a team of CustomerSuccessManagers, ensuring the timely and accurate monitoring of merchant operational health, driving product adoption, executing on agreed plans, ensuring customer retention and expansion, and guiding them in the right direction to effectively identify and solve potential issues.
Co‑own and manage relationships with key restaurant brands, developing and executing the strategy to achieve quarterly and annual growth goals.
Drive revenue growth by identifying upselling and cross‑selling opportunities, expanding product adoption and communicating the value of our newest products with a lens of creativity to differentiate our offering.
Analyze performance metrics to identify growth opportunities and present data‑driven recommendations to help partners optimize their performance.
Employ critical thinking and creative problem‑solving skills to navigate relationships and difficult partner conversations performance.
Build strong relationships with senior stakeholders and key decision‑makers both internally and externally.
Handle the big picture and the tiny details. You are organized, timely and ensure nothing gets missed; you are also attuned to high‑level strategy and consistently come up with new ways to add value to existing partnerships.
Partner with cross‑functional teams. Be the voice of the customer and effectively navigate internal processes with partners from various teams such as Product, Marketing, Operations, Legal, Finance, etc.
Basic Qualifications
A minimum of 8+ years of relevant experience in strategic sales or account management with Enterprise clients (preferably in a tech, SaaS, advertising or retail media company).
Bachelor's degree in Economics, Finance, Business Administration, or a related field.
Excellent communication and interpersonal skills, with the ability to effectively collaborate with internal and external stakeholders.
Creative thinker with a passion for problem‑solving and driving innovation.
Ability to thrive in a fast‑paced and constantly evolving environment, with a proactive and results‑driven mindset.
Proven track record of driving revenue growth and achieving targets.
Basic proficiency in SQL, with the ability to adjust and refine queries as needed.
Preferred Qualifications
Excellent listening, communication and relationship‑building abilities. Experience managing high‑value relationships and influence stakeholders, securing buy‑in with senior external partners.
Proficiency in negotiation, forecasting, and problem‑solving skills. Experience selling into or partnering with large, complex enterprise brands and organizations.
Organizational skills - you'll need to prioritize ongoing processes and projects simultaneously.
Data‑driven decision mentality and sound business judgment through strong analytical thinking. Ability to translate data into insights and consult on core business objectives.
Track record of building and executing strategic sales/marketing plans (quarterly & annual).
Ability to work cross‑functionally and manage multiple stakeholders.
Speed, resourcefulness, and a go‑getter mentality. You are comfortable working in a fast‑paced environment and navigating ambiguity.
Experience with CRM and analytics tools (e.g., Salesforce).
Proficiency in Microsoft Excel, Google Sheets, and reporting tools for data analysis.
For Chicago, IL-based roles: The base salary range for this role is USD$136,000 per year - USD$151,500 per year.
For Dallas, TX-based roles: The base salary range for this role is USD$136,000 per year - USD$151,500 per year.
For Los Angeles, CA-based roles: The base salary range for this role is USD$136,000 per year - USD$151,500 per year.
For Miami, FL-based roles: The base salary range for this role is USD$136,000 per year - USD$151,500 per year.
For New York, NY-based roles: The base salary range for this role is USD$151,000 per year - USD$168,000 per year.
For San Francisco, CA-based roles: The base salary range for this role is USD$151,000 per year - USD$168,000 per year.
For all US locations, you will be eligible to participate in Uber's bonus program, and may be offered an equity award & other types of comp. You will also be eligible for various benefits. More details can be found at the following link **************************************
Offices continue to be central to collaboration and Uber's cultural identity. Unless formally approved to work fully remotely, Uber expects employees to spend at least half of their work time in their assigned office. For certain roles, such as those based at green‑light hubs, employees are expected to be in‑office for 100% of their time. Please speak with your recruiter to better understand in‑office expectations for this role.
Uber is proud to be an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know by completing this form.
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$136k-168k yearly 4d ago
Remote Renewals Manager - SaaS Growth & Success
Hasura 3.8
San Francisco, CA jobs
A leading technology company is seeking a Renewals Manager to join its CustomerSuccess team in San Francisco, focusing on customer renewals within the commercial segment. The ideal candidate should have over 3 years of experience in renewals or customersuccess in a SaaS environment, demonstrating strong negotiation skills and the ability to build effective customer relationships. The role includes managing renewal processes, analyzing data to mitigate churn, and collaborating across teams to ensure successful outcomes. Remote work is available.
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$64k-99k yearly est. 3d ago
Account Manager
B&C Values, Inc. 4.2
Antioch, IL jobs
Who We Are
Founded in 1999, B&C Values is a wholesale distributor bringing the sweetest deals in candy, snacks, and general merchandise to retailers nationwide. We partner with top manufacturers to deliver competitive pricing, the latest products, and unbeatable service - making us a trusted name in the retail supp
ly chain.
At B&C, we're not just moving products - we're building relationships, streamlining processes, and helping our partners succeed in the most efficient way we can.
Why Join Us?
This isn't just another 9-to-5. At B&C Values, you'll play a key role in connecting manufacturers and retailers, learning the ins and outs of wholesale distribution, and building a career in a company that's growing and evolving every year.
We believe in:
Long-term growth - We invest in your development and want you to grow
with us.
Collaboration - Work closely with a team that values trust, communication, and problem-solving.
Balance - With PTO, paid holidays, and summer hours, you'll have time to recharge and enjoy life outside of work.
What You'll Do
As an Account Manager, you'll be the backbone of our sales operations-making sure orders flow smoothly from start to finish. Your role will include:
Full-time role, in-person (You will be expected to travel in this role. We have 2 trips to Las Vegas every year, as well as the national Candy and Snack show once a year)
Processing customer orders and ensuring products are routed efficiently to customer warehouses
Helping manufacturers with ASN routing forms and customer portals to ensure proper delivery
Creating customer sell sheets, presentations, and samples that make products shine
Answer phone calls in the office and direct them to the right people
Communicating order updates to customers and building lasting relationships
Supporting our sales team with their customers as well as organization, data entry, and problem-solving
In short-you'll keep the wheels turning so our customers and partners have the best experience possible. (This position is an in-office position)
What We're Looking For:
We're looking for a motivated individual who wants to grow with our company. This position begins in Customer Service, where you'll learn the ins and outs of our business, build strong relationships with customers, and support day-to-day op
erations.
As you gain experience, you'll advance into sales, where you can take on greater responsibility, manage accounts, and directly contribute to company growth.
This is the perfect role for someone who is ambitious, eager to learn, and looking for a long-term career path within a growing organization.
Qualifications We're looking for:
Strong communicator with both people skills and tech savvy Detail-or
iented and organized-someone who thrives in a fast-moving environment Comfortab
le navigating different personalities and building trust Proficien
t in Microsoft Excel (and not afraid to learn new systems like Acumatica)1-2 years
of customer service experience is helpful, but we value drive and attitude just as much as experience
What You'll Get
Competitive salary based on experience
Summer Fridays: Hours are 8:00am - 1:00pm on Fridays from Memorial Day through Labor Day
A company that values commitment, growth, and loyalty
At B&C, we're looking for someone who wants to grow their career long term with us.
$55k-89k yearly est. 2d ago
Customer Success Manager - General Contractor Customers
Clearstory 3.9
Remote
The Role
The CustomerSuccessManager is tasked with owning the success of our customers from launch, to adoption, to full rollout and ongoing growth. You will be part coach, project manager, consultant and product specialist and you focus on ensuring our customers are successful.
This role will be working with General Contractors, so we are looking for someone with previous experience working for a large General Contractor, either as a Project Manager or Project Engineer.
Commercial construction experience at a general contractor is a requirement for the role!!
The job includes helping train and roll out end users for onboarding, assist with pre-sales pilots, working with executive contacts to plan additional adoption, and overall making sure customers see an impact from and renew with Clearstory.
Internally, you will help create our department playbooks and guides so that we can continue to scale the team as the company grows. This includes a lot of cross functional work with our Product team, Sales team, and Marketing team.
Additionally you will be involved in weekly activities such as
Strategy meetings to review CustomerSuccess targets and metrics
Feature request review cycles with our Product team to help review feedback and prioritize new features.
New product feature demos
Sync up with Sales to help plan onboardings, deal with customer issues, and gameplan on next steps for strategic accounts
The Company You'll Join
Clearstory is digitizing and automating the change order process inside the commercial construction industry.
Just as TurboTax did for tax documents and Expensify did for receipts and expense reports, Clearstory is doing the same for change order communication and log management by building first-of-its-kind, category defining software that is revolutionizing the commercial construction industry.
The construction industry is being transformed fast by technology, but the way companies communicate costs hasn't evolved in decades and still heavily relies on carbon copy paper, spreadsheets and email to track billions of dollars. These arcane manual processes can take days or weeks and include hours of manual office tasks such as scanning, manually transcribing, and tedious data-entry into spreadsheets.
At Clearstory we are changing that and creating a new category “change order communication,” by intelligently digitizing this age-old process. This leads to an increase in profits, more successful contractor to customer relationships, more transparency into a project's true cost, and less wasted paper!
We are a venture backed 100% SaaS company with impressive credentials for a company at our stage.
Blue Chip Clients. We have already landed some of the largest General and Subcontractors in the US and have helped our clients build landmark projects.
Significant Growth. We continue to double and triple our revenue and platform usage year over year.
Large Volumes Processed. Companies share over $100 million in Change Order Requests on our platform each and every month.
Significant and Important Projects. Our customers are trusting us to manage significant projects in the commercial construction industry. We have over $100 Billion worth of projects on our platform to date.
The Team You'll Be Surrounded By
In addition to experienced SaaS and product leaders, our team has over 60 years of combined experience in the commercial construction space. At Clearstory we know our customer's pain points and challenges first hand and have built a category defining product that serves the user first.
You'll be part of an ambitious and collaborative company, committed to growing a supportive and diverse team that is passionate about empowering our contractor customers.
Requirements
Experience in the construction industry as a General Contractor PM or PE
Business Development / sales experience a huge plus
Ability to lead strategically and paint a vision that inspires and motivates the team, while also being extremely detail-oriented and getting in the weeds
Strong stakeholder management and executive communication skills
Ability to collaborate with a variety of stakeholders including Senior Post-Sales Leadership and cross-functional teams (Sales, Marketing, Product, Finance, Legal) across the company
Ability to influence and challenge conventional wisdom
4+ years of relevant industry or role experience.
Proven track record of demonstrated ability to project manage and create relationships
Excellent verbal and written communication skills
Benefits
Experience and contribution to the building of our enterprise customersuccess strategy, including how we onboard customers, how we help them grow, how we communicate value to them, and how we gather feedback to improve the product
Close collaboration with the executive leadership team
Ability to work with a new product category that has already found product market fit
Experience at a venture backed growth startup
Flexible remote work
Competitive market-rate salary for a Series B company
Subsidized healthcare, vision, and dental
Early equity!
$77k-116k yearly est. Auto-Apply 60d+ ago
Strategic Customer Success Manager
Lambda 4.2
Remote
Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU.
If you'd like to build the world's best AI cloud, join us.
*Note: This position requires presence in our San Francisco office location 4 days per week; Lambda's designated work from home day is currently Tuesday.
What You'll Do
Understand customer needs and align on a joint success plan; deliver on agreed upon objectives to maximize customer value
Act as a trusted advisor to customers; identify and build relationships with stakeholders across a broad range of roles, including influential end-users, decision makers, and executives.
Quantify customer health by measuring and reporting on adoption, frequency and severity of support escalations, and overall sentiment of key contacts.
Collaborate closely with Account Executives and other cross functional teams assigned to your accounts to foster growth and retention
Bring skills and growth mindset to fluently explain Lambda's product offering and engage on a technical level with the customer, however you also know when to loop in internal subject matter experts and have the necessary internal relationships to effectively do so
Act as project manager to ensure a world class customer experience, including successful cluster handoff and onboarding; proactively managecustomer expectations during their end-to-end journey with Lambda
Understand Lambda's product roadmap and communicate it to customers. Identify any feature gaps and, depending on your assessment of impact and urgency, act as internal customer champion to get them addressed
Maintain detailed and continuous communication with customers to ensure health and satisfaction, including quarterly business reviews with key stakeholders
You
You have at least 8 years prior experience working in CustomerSuccess or equivalent department.
You have strong written and verbal skills, you have the ability to de-escalate any situation and speak transparently to our highest tier of customers.
Technical knowledge in Cloud Infrastructure and empathy for the day in a life of a AI Researcher / ML Engineer strongly preferred
You are process oriented and have a strong desire to work collaboratively to not only maintain a process but seek to improve upon it.
You are an active team player, self-starter, and multitasker who can quickly adjust priorities.
You are proficient with productivity and project management tools (i.e. G-Suite, Salesforce, Slack, Notion); experience with Vitally CustomerSuccess Platform preferred; curiosity and willingness to adopt new tools and ways of working
Nice to Have
Technical knowledge in manufacturing, Cloud, IT, Server, AI, ML or related fields.
Knowledge of Monday, Front and Vitally
Salary Range Information
This is a salaried non-exempt role, eligible for overtime. The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.
About Lambda
Founded in 2012, with 500+ employees, and growing fast
Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove
We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG
Our values are publicly available: *************************
We offer generous cash & equity compensation
Health, dental, and vision coverage for you and your dependents
Wellness and commuter stipends for select roles
401k Plan with 2% company match (USA employees)
Flexible paid time off plan that we all actually use
A Final Note:
You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills.
Equal Opportunity Employer
Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
What Relocity is Doing
Relocity is reimagining the global mobility experience. We enable enterprises to attract, retain, and engage talent globally. Powered by our AI-driven workforce mobility platform, we bring together local experts and insightful content in our native mobile app to deliver an excellent user experience for people on the move. Our core values drive us to focus on our customers, innovation, integrity, and excellence. Relocity serves hundreds of cities in more than 40 markets across the United States, Europe and Asia. Learn more at *****************
What You'll Do…
As a CustomerSuccess & Implementation Manager for Relocity's enterprise global mobility SaaS platform, you will own the end-to-end client journey-from onboarding and implementation through account management, renewal, and expansion. You will ensure each customer realizes measurable value from our solutions while driving adoption, engagement, and satisfaction.
This is a hands-on, client-facing role requiring strong project management, relationship-building, and problem-solving skills. You'll work closely with cross-functional teams-including Product, Sales, and Engineering-to ensure successful launches, long-term client success, and account growth.
(This role has no direct people management responsibilities.)
This position reports to the Director, CustomerSuccess & Implementation.
How You'll Do it…
Client Onboarding & Implementation
Lead all aspects of client onboarding and implementation, ensuring 95%+ of projects are delivered on time and within scope.
Track and improve Time-to-Value (TTV) and Implementation Completion Rate to accelerate client success.
CustomerSuccess & Adoption
Develop and execute engagement strategies to achieve 80-90%+ active usage rates and customer health scores above target benchmarks.
Proactively monitor accounts to identify risks and provide strategic recommendations to clients.
Account Management & Growth
Own assigned client accounts and serve as the primary point of contact for enterprise clients.
Maintain 95%+ gross renewal rate and 110%+ net revenue retention (NRR) through proactive relationship management.
Identify upsell and cross-sell opportunities representing 10-15% of total portfolio ARR annually.
Conduct Quarterly Business Reviews (QBRs), presenting adoption metrics, ROI, and growth recommendations.
Issue Resolution & Client Advocacy
Address and resolve escalations and operational issues with a target of 90%+ closure within SLA and CSAT ≥ 4.5/5.
Advocate for client needs internally, collaborating with Product, Engineering, and Support teams.
Process & Change Management
Contribute to process improvements to enhance operational efficiency, reduce onboarding cycle times (10-15% YOY improvement), and optimize the client experience.
Metrics & Reporting
Maintain dashboards and reports to track:
Net Revenue Retention (NRR)
Gross Renewal Rate
Time-to-Value (TTV)
Implementation Completion Rate
Customer Health Score
CSAT and NPS
Adoption/Usage Rates
Issue Resolution Time
Use insights to anticipate risk, optimize processes, and improve client outcomes.
Cross-Functional Collaboration
Partner with Sales, Product, and Engineering to align on client goals, prioritize feedback, and deliver enhancements that drive adoption, satisfaction, and account growth.
What Past Experience and Current Skills Will Enable Your Success In This Role?
Experience: minimum of 5 years in CustomerSuccess, Implementation, or related client-facing roles within a SaaS environment, managing enterprise or complex accounts.
Account Management & Client Relationship Management: Proven ability to manage enterprise accounts, ensuring adoption, satisfaction, renewals, and expansion.
Project Management: Ability to lead multiple client implementations simultaneously with on-time, high-quality delivery.
Analytical & Problem-Solving Skills: Identify trends, assess risks, and develop actionable solutions to improve client outcomes.
Communication & Executive Presence: Strong verbal and written communication skills; comfortable presenting to senior stakeholders.
Technical Aptitude: Ability to quickly learn complex technology platforms and explain them clearly to clients.
Cross-Functional Collaboration: Track record of working effectively with Sales, Product, and Engineering teams.
Adaptability & Initiative: Thrives in a fast-paced environment with a proactive, hands-on approach.
Tools: Proficiency with CRM and CS platforms (HubSpot, JIRA, Google Suite).
Education: Bachelor's degree in Business Administration, Marketing, or related field; MBA or project management certification (PMP, CSM, CCSM) a plus.
These are Nice-to-Haves…
Experience managing international enterprise clients or global implementations
Background in corporate relocation, mobility, or HR technology
Familiarity with high-growth SaaS startups and mid-to-large global organizations
Pay Range: 100,000-120,000 plus Bonus
How We Support You and Work Life Balance…
Competitive Compensation
Paid Time Off
Paid Parental Leave
Remote Workplace
Flexible Work Schedules
Health, Dental, Vision, LTD Insurance
401(k)
Professional Development Opportunities
Relocity is an Equal Opportunity Employer and does not discriminate against any applicant on the basis of race, color, religion/creed, national origin, gender, or sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by Federal or State law or local ordinance. Relocity will only employ those who are legally authorized to work. Any offer of employment is conditioned on the successful completion of a background investigation.
#LI-GR1
#LI-Remote
$70k-112k yearly est. Auto-Apply 13d ago
Customer Success Manager
Sparkplug 3.1
San Francisco, CA jobs
TL;DR: * Ground-floor customersuccess role at venture-backed startup (Lightbank, TenOneTen Ventures, Jason Calacanis) is entirely remote with regular all-expenses-paid team retreats * Significant equity package, huge upside as we revolutionize a $20 trillion (yes, with a t) global industry
* Salary range from $70k - $120k, unlimited PTO, competitive health benefits, wellness incentives
* Epic team of A+ players, executing and having a ton of fun doing it. We'd love to have you join us!
About Us
SparkPlug is realigning the economics of the retail and restaurant industries to make every employee an owner. In CPG and service industry verticals like beauty, outdoor gear, and full-service restaurants, customers rely on the product recommendation of point-of-purchase experts up to 92% of the time (be it a beauty consultant, bartender, or a member of the Geek Squad). SparkPlug allows brands to directly reward these key influencers for every sale they generate with cash via gamified commissions, contests, and goals. We drive more revenue for brands, improve employee performance for retailers, and empower frontline workers across the world with fair compensation and economic equality, all based on the sales revenue they generate each day.
We're a San Francisco, CA-based company hiring for a ground-floor customersuccess team member to help us enter the hyper-growth phase. We're backed by top VCs and angels like TenOneTen Ventures, the inventors of Google AdSense, Jason Calacanis, and the CEO of Foursquare, and we're working to revolutionize the future of the nearly 20 trillion-dollar global brick and mortar retail market. We solve problems for some of the most interesting consumer product verticals around, and we need product-obsessed rockstars who can help us continuously improve SparkPlug!
About You
* You are a highly motivated, customer-facing professional ready to own a crucial SaaS vertical
* You have the dedication and entrepreneurial spirit to help grow a rocketship startup to unicorn status
* You are a personable team player with outstanding verbal and written communication skills
* You can adapt quickly as sales strategies, platform features, and customer priorities change
* You can give and receive feedback and productively collaborate with team members
* You can work remotely and manage your own time effectively
* You believe in our mission to help brick and mortar employees and businesses thrive
About the Position
Responsibilities:
* Driving expansion and adoption of our software and services
* Managing the onboarding process for each new customer
* Uncovering business needs by driving strategic consultative discussions
* Identifying and engaging decision makers to prove value while fostering adoption with champions
* Assisting the sales team in driving and managing referrals
* Reviewing the customer journey, identifying how it's supported, taking a consultative approach in helping clients to overcome issues and achieve goals
* Providing critical insights to the product team as a means to improve our developing platform
* Maintaining customer health and introducing new, valuable features as they become relevant on the customer journey
* Educating champions and their teams on the value of our product, and helping uncover use cases before they become emergencies
* Working cross-functionally with product, sales, and support team members to foster a strong sense of community and information sharing
* Achieving and exceeding quarterly onboarding goals
* Upselling existing accounts to more premium tiers
Must-Have
* Minimum of 2-5 years of professional experience in SaaS customersuccess
* Excellent written and oral communication skills and equally excellent attention to detail
* Tenacity and the willingness to pursue hard goals despite obstacles
* Flexibility and creativity to circumvent obstacles as they emerge
* Tech-savvy and proficient in standard communication, collaboration, and task management tools
* Understanding of the fundamentals of sales strategy, relationship building, and pipeline processes
Nice to Have
* Experience using the Hubspot Sales and/or Marketing suites
* Experience selling software to retail or restaurant customer bases
* Experience working as a frontline employee in retail, restaurant, or service industry roles
* Experience working in early-stage, high growth company environments
$70k-120k yearly 12d ago
Customer Success Manager
M3 Usa 4.5
Remote
The CustomerSuccessManager (CSM) is responsible for building strong, strategic relationships with customers and ensuring they achieve maximum value from M3's products and services. The CSM acts as a trusted advisor, guiding customers through onboarding, adoption, and growth while driving engagement, satisfaction, and retention. This role requires exceptional communication skills, a deep understanding of M3's solutions, and the ability to deliver consistent, repeatable processes that enhance the customer experience.
Essential Duties:
The duties listed below are the essential functions of this position, and they may change as the needs of the company demand. All associates are expected to do what is necessary to get the work done and to cooperate fully with their supervisor's requests for additional or altered duties.
Manage a defined portfolio of customers, serving as their primary point of contact and advocate.
Build trusted relationships with key customer stakeholders and internal teams to align goals and expectations.
Conduct regular business reviews to evaluate progress, identify risks, and uncover growth opportunities.
Maintain & follow a customer roadmap that aligns M3's capabilities with customer business objectives.
Drive adoption of M3 products by ensuring customers are fully trained and realize measurable value.
Identify and execute initiatives that strengthen customer retention and satisfaction.
Proactively identify at-risk customers and implement mitigation strategies in collaboration with cross-functional teams.
Understand and work towards fulfilling team KPI's and metrics.
Work with CS Team to develop initiatives that deliver value to our customers.
Collaborate with internal teams to optimize the customer journey and address process gaps.
Gather and communicate customer feedback to Product Owners and other departments to influence roadmap priorities according to CS Team processes.
Document customer health, success metrics, and touchpoints within Client Success.
Ensure all customer interactions, escalations, and deliverables are tracked accurately and resolved in a timely manner.
Participate in internal meetings to share customer insights, advocate for improvements, and drive alignment.
Represent M3 professionally during client visits, conferences, and strategic discussions.
Liaison with other departments to coordinate customersuccess throughout customer lifecycle.
Required Skills and Expertise Knowledge
Problem solving ability
Meeting service level agreements
Cross Functional Team Engagement
Expertise in Team Collaboration
Strong interpersonal skills with a customer-first mindset.
Capable of handling escalation processes
Has previous experience in customer relationship management
Capable of achieving results which depend on internal collaboration
Hospitality experience preferred
Manage contract lifecycle and renewal processes, including drafting, reviewing, tracking expiration dates, and ensuring timely, accurate execution of all agreements.
Education/Training/Experience:
College degree.
Contract Management
Hospitality industry
3-5 years of overall management experience (Solid understanding of project management principles preferred).
1-2 years of experience in CustomerSuccess preferred.
Experience in SaaS or hospitality technology preferred.
Strong interpersonal skills and the ability to lead and inspire others to drive growth.
Ability to create strategies, implement them, track performance, and achieve set objectives.
Must have keen problem-solving and process development and improvement skills
Task planning skills
Must be able to actively participate in meetings at all levels within the organization.
Demonstrated ability to coordinate cross-functional work teams toward task completion.
Advanced written and verbal communication skills are a must.
General PC knowledge including Microsoft Office expert level knowledge of Excel, Word, and a working knowledge of PowerPoint.
Physical Requirements:
Ability to sit and/or stand for extended periods.
Ability to perform work on a computer for extended periods.
Ability to work in the office regularly, or pivot to working at home should emergency situations arise.
Ability to attend work per assigned schedule and attend meetings with excellent attendance and punctuality.
Ability to lift and move light to moderate items occasionally without reasonable accommodation
$70k-112k yearly est. Auto-Apply 6d ago
Customer Success Manager (Midwest)
Brainpop 4.1
Remote
For over two decades, BrainPOP has been trusted by educators and parents worldwide as a source of engaging and impactful learning experiences for all kids. With a presence in over two-thirds of U.S. districts through school and district subscriptions and an estimated annual reach of 25 million students, BrainPOP is empowering kids to take agency over their learning and excel in and out of the classroom.
The company was acquired in 2022 by KIRKBI, the family-owned holding and investment company of the LEGO brand, marking a significant milestone as their first acquisition in the digital learning realm. We are thrilled to continue making learning fun and accessible with the strategic guidance and support of KIRKBI.
About the Role
As a District CustomerSuccessManager, you will be the driving force behind the success and growth of a portfolio of strategic school districts. Leveraging your deep understanding of BrainPOP's suite of resources and the unique needs of educational leaders, you will cultivate strong, lasting partnerships that maximize engagement, retention, and revenue expansion. This pivotal role demands a proven track record in revenue generation, exceptional consultative skills to engage district leaders on their specific goals and the evolving educational landscape (including relevant legislation, standards, and trends), and the ability to translate these insights into impactful solutions. You will also be responsible for accurate weekly forecasting, conducting thorough deal reviews, and serving as a subject matter expert within your assigned territory.
This role involves approximately monthly travel (or as needed) for on-site customer meetings and attendance at company events.
The CustomerSuccessManager will manage a territory including states in the Midwest. This hire will be located in the Midwest, ideally in MN or MO..
In this role, you will
Own the end-to-end success of significant and strategic partner school districts, from seamless onboarding through successful renewal.
Proactively identify and pursue growth opportunities within your assigned districts, initiating strategic conversations to expand adoption and upsell relevant resources.
Create accurate pricing proposals that take into account historical customer information.
Develop comprehensive expertise in BrainPOP's products to deliver exceptional support and service to educators.
Serve as the primary relationship manager, expertly guiding partners through the onboarding and implementation process.
Maintain consistent communication with district and school leaders to foster ongoing BrainPOP utilization, gather valuable feedback, share new features, and proactively address any challenges. You will champion high levels of customer satisfaction while effectively managing partner expectations.
Collaborate with fellow CustomerSuccess team members to develop innovative strategies for leveraging internal tools to enhance communication and support for all BrainPOP users.
Partner closely with teams across BrainPOP to drive renewals and identify account growth opportunities. You will also communicate key observations and partner feedback to inform future product development.
Develop and execute strategic account-based growth plans that thoughtfully consider potential risks and complexities within your territory.
You Are
A passionate advocate for positive change in education, with genuine empathy for the needs of teachers and students.
A highly analytical problem-solver adept at identifying barriers and collaboratively developing solutions to maximize BrainPOP's impact within districts.
An outstanding verbal and written communicator and confident presenter capable of engaging audiences at all levels.
A strategic listener with exceptional questioning skills, enabling you to gain a deep understanding of customer needs and challenges.
An adaptable and proactive self-starter who thrives in dynamic environments, possessing the ability to create structure and navigate complexity effectively.
Tenacious and results-oriented, consistently exceeding revenue targets through exceptional relationship-building and meticulous follow-through.
On Your Resume
5+ years experience in enterprise software sales or account management in K-12 supplemental curriculum
Proven experience in identifying value-based opportunities for customers, advocating partner needs internally and externally
Knowledgeable about the K-12 landscape at the national and state level, including curriculum, standards, and evolving educational trends; ability to lead strategic topical conversations with district leaders
Experience with software implementations in K-12
Experience managing pipeline in a CRM (Salesforce preferred) and the ability to forecast and create reports to inform strategic decision-making management
Proven competencies in project and time management; skillfully manage all drivers of account growth and customer relationships
Experience in education or as an administrator a plus
Location:
The BrainPOP team operates in a hybrid work environment: Each role has remote flexibility and an in-person component at our New York headquarters or other meeting locations. Based on the requirements of a specific role, we may prioritize hiring within a commutable distance of our New York headquarters or in another region relevant to that role.
We can employ individuals residing in the following approved hiring states:
Arizona
California
Connecticut
Florida
Georgia
Illinois
Massachusetts
Minnesota
Missouri
New Jersey
New York
North Carolina
Ohio
Oregon
Pennsylvania
Tennessee
Texas
#LI-Remote
We take a geo-neutral approach to compensation within the US, meaning that we pay based on job function and level, not location. We have competitive pay bands for all other countries based on market standards. Individual compensation decisions are based on a number of factors, including experience level, skill set, and balancing internal equity relative to peers at the company. Based on these factors, we expect most of the candidates offered roles at our company to fall healthily throughout the range. We recognize that the person we hire may be less experienced (or more senior) than this job description, as posted. If so, the updated salary range will be communicated to you as a candidate.USA Pay Scale $70,000-$90,000 USDLife at BrainPOP
At BrainPOP, our work directly impacts how teachers teach and students learn. They inspire us to build solutions that facilitate joy and meaningful learning outcomes. Our commitment to educators and kids is reflected in our dedication to the BrainPOP team: ensuring their experience is empowering, creative, collaborative, playful, and anchored in learning and growth.
Our team is made up of educators, data scientists, published authors, engineers, artists, bakers, film buffs, cyclists, dual citizens, and so much more. We value diversity and inclusion, collaboration, and learning from multiple perspectives.
We believe that a diverse organization is a more effective organization. BrainPOP is an Equal Opportunity/Affirmative Action Employer.
NOTICE: We have become aware of various fraudulent websites and third parties impersonating our company and offering false job opportunities. These offers are not affiliated with BrainPOP and are considered part of an unlawful recruitment scam. To ensure your safety and protect your personal information we strongly recommend that you only apply for positions through the official BrainPOP website or BrainPOP's official LinkedIn page. If you receive any job offers or communications that do not originate from this page or our official e-mail domain brainpop.com, please treat them as suspicious and do not engage or provide any personal information. For any questions or to report suspicious activity, please contact us directly at ******************. While we have reported this general fraud to the authorities, you can report this fraud on your own behalf to the Federal Trade Commission (***************************** and the Federal Bureau of Investigation' s Internet Crime Complaint Center (**********************
$70k-90k yearly Auto-Apply 21d ago
Sr Customer Success Manager (US, Remote)
Intel 471 3.8
Remote
Intel 471 empowers enterprises, government agencies, and other organizations to win the cybersecurity war using the real-time insights about adversaries, their relationships, threat patterns, and imminent attacks relevant to their businesses. The company's platform collects, interprets, structures, and validates human-led, automation-enhanced intelligence, which fuels our external attack surface and advanced behavioral threat hunting solutions. Customers utilize this operationalized intelligence to drive a proactive response to neutralize threats and mitigate risk. Organizations across the globe leverage Intel 471's world-class intelligence, our trusted practitioner engagement and enablement, and globally-dispersed ground expertise as their frontline guardian against the ever-evolving landscape of cyber threats to fight the adversary - and win.
The Role:
Intel 471 is looking for a Sr CustomerSuccessManager to join our team, reporting to our VP, CustomerSuccess. The role can be in the United States on a remote basis.
The ideal candidate brings a blend of customersuccess expertise and cyber intelligence insight, elevating our world-class team by driving an exceptional customer journey from onboarding through renewal. You'll play a key role in anticipating customer needs, guiding them to value, and ensuring they get the absolute best experience at every touchpoint.
Key Duties and Responsibilities:
Manage a global portfolio of customer accounts, overseeing the full renewal cycle for Intel 471 subscriptions
Drive customer retention and revenue growth by understanding customer needs and delivering tailored solutions
Execute upsell and cross-sell strategies to maximize account expansion and overall customer value
Monitor and communicate customer health, providing insights and proactive recommendations
Deliver accurate and timely revenue forecast updates to internal stakeholders
Create proposals, prepare subscription agreements, and lead the full agreement process to closure
Partner closely with Engagement Leads to ensure successful onboarding, adoption, and long-term customersuccess
Leverage Salesforce to manage renewals, track activities, and maintain accurate account data
Apply strong knowledge of pricing, packaging, retention strategies, and identify opportunities for conversion, upsell, and cross-sell
Education, Experience & Qualifications:
5-7 years of experience in sales, customer service, or customer-facing roles
2-3 years of experience in the cyber threat intelligence space (preferred)
Proven background in client-facing work, retention strategy, and negotiation
Prior sales or sales-support experience required
Experience working with Salesforce.com
Demonstrated expertise in pricing, packaging, and renewal strategy, with a history of delivering results
Exceptional time management, organization, and ability to prioritize multiple initiatives
Strong attention to detail, self-motivation, and a positive, team-oriented mindset
Excellent relationship building skills with the ability to network with peers, prospects and customers.
Excellent oral and written communication skills with the ability to influence and persuade in a business environment.
Ability to maintain a consistently professional demeanor, conduct, and appearance, reflecting positively on the company's image.
Exhibit strong self-motivation and the ability to work autonomously with minimal supervision.
Ability and willingness to travel up to 15-20% of the time.
Benefits:
Competitive compensation
Remote-friendly culture
Wellness programs
Employee recognition program
A variety of professional development opportunities
Inclusive culture focused on people, customers and innovation
Our Culture:
The Intel 471 team is constantly growing and is always on the lookout for talented professionals who seek to operate on the forefront of the fight against threat actors impacting our customers and partners. Our culture of humility and quiet professionalism is a core attribute of Intel 471 and everyone within it. Our culture is collaborative, supportive and fast-paced. We're a mission-driven company. We're looking for talented, 'can-do' minded people with a passion for always doing the right thing.
We believe in supporting a progressive culture that allows all our people to be themselves, enjoy exciting opportunities and grow with us. That's why our culture is founded on our core values of openness, inclusion, integrity and client focus, which set the tone for how we work together and treat each other in order to empower us all - and foster a unique team spirit. View our Culture Guide to find out more about us and what it's like to work for Intel 471!
By applying to this role, you confirm that you're willing to show your ID on a video call to confirm your identity.
$69k-119k yearly est. 39d ago
Customer Success Manager - Commercial
DMM 4.5
Remote
Lob was founded in 2013 by technical co-founders with a vision to connect the world one mailbox at a time. Today, we're transforming the way businesses use direct mail and bringing the power of technology to a traditionally manual channel.
Our modern logistics and fulfillment engine helps businesses to build and scale high-quality, personalized direct mail programs without the operational burden. As we grow to meet the evolving needs of our customers and expand our product offerings, we're building a team to shape the future of direct mail.
CustomerSuccessManager - Commercial
In this role, you will manage a high volume book of business and lead the renewals process to retain and grow customer relationships. You will actively manage a SMB/MM book of business and work directly with key decision-makers to identify customer requirements and uncover roadblocks to ensure on-time commitments. You will maintain and report an accurate rolling annual- forecast of renewals in your book of business. You will negotiate and execute renewal contracts, in partnership with Legal and Finance, that align to customer goals. You will discover and identify upsell/cross-sell opportunities using analytical tools and upon contract renewal to maximize customer growth.
The Lob CustomerSuccessManager is a high impact position, responsible for owning and executing a portfolio of SMB/MM customers. The ideal CustomerSuccessManager is an experienced professional with a good understanding of customersuccess, renewals and contracts. This position is responsible for maximizing customer growth and minimizing churn while adding value to our customers in a scaled model. In this role, you will report to the Senior Manager of Commercial Account Management.
As the CustomerSuccessManager - Commercial, you'll…
Manage post-sales activity for SMB/MM customers through touch points that require product knowledge, prioritization planning, project management and the ability to quickly build rapport
You will collaborate cross functionally to mitigate churn and to identify expansion opportunities
Meet with clients to establish strong relationships and solidify their Direct Mail programs with Lob
Responsible for creating renewal agreements and sending them to customers at least a minimum of 90 days in advance
Accurately maintain a running forecast of your portfolio and communicate risk and growth opportunities to the needed internal teams
Proactively identify and flag churn risk and work actively with a broader account team to mitigate
Develop and execute end-to-end programs focused on driving product adoption that lead to retention or expansion
Demonstrate high-touch and one-to-many tactics with customers to drive positive outcomes and articulate value realized for their businesses
Connect with customers via scalable channels (email, webinars, etc.) to help solve problems
Develop, test, and iterate on scaled playbooks and engagement strategies
Analyze customer data to build and execute engagement strategies within your customer portfolio
Bring the voice of the customer as you partner with the Revenue, Product & Engineering, and Finance teams to share customer feedback, deliver outstanding client experiences, and have a direct impact on building our customer-centric culture at Lob
What will you bring to this role…
3-5 years of Enterprise experience in SaaS renewals, account management, customersuccess, and sales.
Experience with a high volume Book of Business (100+ customers)
Proven skill with juggling multiple renewals in a given quarter while maintaining strong attention to detail
Ability to communicate, present to, and influence key stakeholders at all levels of the customers' organization, including executive and C-level
Lifecycle marketing, driving engagement and product adoption driving idea customer behavior via scaled engagements
Proven track record implementing programmatic solutions and automation
Ability to listen to the customer and translate their business needs into a personalized consultation
Significant level of comfort interacting with a high volume of customers, over a variety of mediums (phone, email, webinars)
You're excited to help build a new team and drive a huge impact
Self-starter who has fresh ideas when it comes to growing customer engagement
Great prioritization skills and ability to execute on customer-facing activities
You have a track record of successfully iterating programs to achieve goals and ability to make changes on the fly and continuously improve our processes
Highly data-driven and intrigued by the challenge of delivering an awesome Lob experience to hundreds of customers
Strong numeracy skills
Value-based selling skills
Advanced problem-solving skills and verbal and written communication skills
Excellent listening, negotiation, and presentation abilities
Familiarity with Salesforce and ChurnZero (or similar CustomerSuccess platform) strongly preferred
Consistent track record of achieving personal and team goals
Experience in the marketing automation software and/or and direct mail experience are a plus
Gratitude, a sense of purpose, and a kind and generous demeanor are a must!
Compensation Information
The compensation for this role consists of a base salary, variable, and RSUs
Annual Salary Band: $70,000.00 - $80,000.00
+ Variable: $7,000.00 - $12,500.00
“Lob's salary ranges are based on market data, relative to our size, industry and stage of growth. Salary is one part of total compensation, which also includes equity, perks and competitive benefits. Salary decisions are based on many factors including geographic location, qualifications for the role, skillset, proficiency and experience level. Lob reasonably expects to pay candidates who are offered roles within the provided salary ranges.”
We offer remote working opportunities in AZ, CA, CO, DC, FL, GA, IA, IL, MA, MD, MI, MN, NE, NC, NH, NJ, NV, NY, OH, OR, PA, RI, TN, TX, UT, and WA, unless specified otherwise in the job description above.
If you are looking for a progressive, fun-spirited, and mentally stimulating environment, come join us at Lob!
Our Commitment to Diversity
Lob is an equal opportunity employer and
values diversity
of
backgrounds and perspectives
to cultivate an environment of understanding to have greater impact on our business and customers. We encourage under-represented groups to apply and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or criminal history in accordance with local, state, and/or federal laws, including the
San Francisco's Fair Chance Ordinance
.
Recent awards
#88 on BuiltIn's Best Remote Midsize Companies to Work For in 2025
BuiltIn Best Remote Midsize Companies to Work For in 2024
BuiltIn Best Midsize Companies to Work For 2022
$70k-80k yearly Auto-Apply 49d ago
Senior Customer Success Manager
Solo.Io 4.1
Remote
Who we are.
Solo enables companies to Connect, Secure and Observe modern applications - APIs, Microservices and Data - with the industry's leading API and Service Mesh Management Platform (“Gloo”). Solo innovations allow companies to stay on the leading edge of both technology and business possibilities.
Solo is a VC-backed company, founded in 2017 by Idit Levine. In 2021, Solo was valued at $1B. Solo's customers are some of the largest in the world, spanning all geographies and industries. Solo's team has deep expertise in Cloud Computing, Linux, Containers, Kubernetes, Service Mesh, APIs, Security, Microservice Applications, Application Modernization, GraphQL, and eBPF.
About the role.
The CustomerSuccessManager helps companies learn, adopt, and scale their applications with the Solo.io product portfolio by developing successful partnerships with customers and ensuring they realize the desired value from our products. Works with the customer throughout the customer lifecycle with responsibility for customer advocacy, onboarding, adoption, retention and growth
Job Description:
Build strong customer relationships with stakeholders and sponsors to ensure Solo's activities align to the customer's desired business outcomes
Develop success plans aligned to your customers business goals
Accelerate adoption and minimize customer churn through a programmatic approach that ensures regular touchpoints and guides the customer to value and success throughout the customer lifecycle
Coordinate and orchestrate activities that solve complex situations working together with Solo's field and engineering teams
Communicate the benefits of Solo's products and recommend solutions that align with the customers goals
Manage multiple issues and coordinate the resources needed to resolve customer challenges efficiently
Own a specific subset of your portfolio's commercial renewals(gathering of licensable metrics, pricing/negotiation, quoting and order form generation, navigate to close)
Job Requirements:
4+ years of customersuccess or account management experience within the enterprise software industry
Excels at leading on site and virtual business meetings with stakeholders ranging from individual contributors to executive leadership
Advanced ability to manage critical customer situations with calm professionalism, empathy, and compassion
Self-starter comfortable with adapting to fast moving additions to Solo.io products and related technologies.
What you'll love about Solo.
At Solo, our culture is all about hiring great people, creating a fun and fast-paced work culture, and letting our teams work with our customers to successfully solve their challenges.
Solo works collaboratively with our customers, partners and open source communities to deliver technology innovation, technology solutions, architectural best-practices, and hands-on education. Solo uses a unique engagement model with our customers that allows us to quickly make them successful, and continue to work closely with them as their production environments grow.
Solo is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
$70k-112k yearly est. Auto-Apply 6d ago
Enterprise Customer Success Manager
Cresta 4.6
Remote
Cresta is on a mission to turn every customer conversation into a competitive advantage by unlocking the true potential of the contact center. Our platform combines the best of AI and human intelligence to help contact centers discover customer insights and behavioral best practices, automate conversations and inefficient processes, and empower every team member to work smarter and faster. Born from the prestigious Stanford AI lab, Cresta's co-founder and chairman is Sebastian Thrun, the genius behind Google X, Waymo, Udacity, and more. Our leadership also includes CEO, Ping Wu, the co-founder of Google Contact Center AI and Vertex AI platform, and CTO & co-founder, Tim Shi, an early member of Open AI. We've assembled a world-class team of AI and ML experts, go-to-market leaders, and top-tier investors including Andreessen Horowitz, Greylock Partners, Sequoia, and former AT&T CEO John Donovan. Our valued customers include brands like Intuit, Cox Communications, Hilton, and Carmax and we've been recognized by Forbes and Bain Consulting as one of the top private AI companies in the world. Join us on this thrilling journey to revolutionize the workforce with AI. The future of work is here, and it's at Cresta.
About the Role:
As a CustomerSuccessManager at Cresta, you will play a pivotal role in ensuring our customers' success and driving business growth. You will foster strong customer relationships, play a major role in retention and expansion, and be an advocate for our customers internally to influence roadmap and process improvements.
Responsibilities:
Enterprise Portfolio Management: Oversee a portfolio of approximately 10-15 enterprise clients, ensuring comprehensive management of large-scale organizations and effectively handling a mid-size volume of accounts.
Customer Relationship Management: Foster deep and strategic relationships with our customers, acting as a trusted advisor and advocate
Customer Journey Optimization: Continuously analyze and improve the customer journey, identifying opportunities to enhance customer experience and drive product adoption
Renewal and Expansion: Drive renewal and expansion efforts, ensuring customers are maximizing the value of our products and services and identifying opportunities for upselling and cross-selling
Metrics and KPIs: Track and be driven by broader CustomerSuccess team KPIs including NRR and GRR.
Data-Driven Decision Making: Leverage data and analytics to inform decision-making and identify areas for improvement
Collaboration: Collaborate closely with sales, marketing, product, and engineering teams to ensure a seamless customer experience and drive business growth
Account Management: Lead project and stakeholder management efforts by engaging with customers at all levels, from individual agents to executives, through regular meetings and executive business reviews (which you'll run)
Be a Builder: Build and configure the Cresta product for customers, while also enabling them to be fully enabled and self-sufficient
Qualifications We Value:
Being a fantastic written and verbal communicator: Ability to put together presentations that tell a compelling story, to have difficult conversations on changing processes or behaviors across multiple levels of customers, and to be able to stand your ground or back up your recommendations with data.
Ability to manage complex internal and external processes: Involving multiple stakeholders and timelines, prioritizing accounts based on business needs Ensure all parties are kept informed with clear notes, action items, and next steps to keep projects on track and drive successful outcomes.
Autonomy and Scalability: Ability to independently handle tasks such as basic data analysis, lightweight software configuration, and in general able to pick up new skills quickly and build out processes and tools to scale work beyond single customers.
Go-To-Market Experience: Has a background in customersuccess (or a role where you were primarily interacting with external customers) and ideally experience with sales, care, or retention teams with an added bonus of working at or in a contact center environment
Travel & Customer Engagement: Willingness to travel (~25%) and be willing to be on frequent video calls with customers in EST - PST time zones
Perks & Benefits:
We offer Cresta employees a variety of medical, dental, and vision plans, designed to fit you and your family's needs
Paid parental leave to support you and your family
Monthly Health & Wellness allowance
Work from home office stipend to help you succeed in a remote environment
Lunch reimbursement for in-office employees
PTO: Flexible
Compensation at Cresta
Cresta's approach to compensation is simple: recognize impact, reward excellence, and invest in our people. We offer competitive, location-based pay that reflects the market and what each individual brings to the table.
The posted base salary range represents what we expect to pay for this role in a given location. Final offers are shaped by factors like experience, skills, education, and geography. In addition to base pay, total compensation includes equity and a comprehensive benefits package for you and your family.
Salary Range: $110,000-$145,000K base + Bonus + Offers Equity
We have noticed a rise in recruiting impersonations across the industry, where scammers attempt to access candidates' personal and financial information through fake interviews and offers. All Cresta recruiting email communications will always come from ************** domain. Any outreach claiming to be from Cresta via other sources should be ignored. If you are uncertain whether you have been contacted by an official Cresta employee, reach out to ********************
$70k-112k yearly est. Auto-Apply 60d+ ago
Enterprise Customer Success Manager
Suralink Inc. 3.6
Remote
Suralink is a fast-growing Software as a Service (SaaS) technology company looking for exceptional professionals to join our team. Our award-winning company has been recognized for growth, innovation, and culture, and over 500,000 companies worldwide have used our software. Our platform was built for accounting and other professional service firms, giving them a simple and secure way to request, receive, track, and manage their documents at scale. If you're looking for a promising company where you can truly make your mark, we'd love to talk to you.
We're looking for an Enterprise CustomerSuccessManager to own and elevate our most strategic partnerships. This is a high-impact role for a SaaS professional who excels at the intersection of relationship management and commercial strategy. You will be responsible for the entire account lifecycle post-sale, acting as a trusted advisor to deeply understand our clients' business objectives. By building strong executive relationships and driving meaningful product adoption, you will ensure our clients realize measurable ROI and find new opportunities to grow their partnership with Suralink.
Key Responsibilities:
Manage a portfolio of enterprise-level clients, ensuring high engagement and retention
Develop strategic relationships with executive stakeholders at client organizations
Lead in-depth business reviews to understand business challenges and align Suralink's solutions with customer objectives
Proactively identify risks and opportunities within customer accounts and develop mitigation strategies
Generate upsell and cross sell opportunities with your assigned accounts
Drive adoption across multiple departments within enterprise clients
Act as a trusted advisor, providing industry insights and recommending tailored solutions
Partner with sales to identify expansion opportunities and execute account growth plans
Understand and advocate for customer needs and challenges with internal teams
Experience and Professional Qualifications:
4-6 years of customersuccess experience managing mid to large accounts, ideally in SaaS or a related industry
Proven track record of managing large, complex accounts
Exceptional communication, negotiation, and presentation skills
Strong understanding of customersuccess processes
Ability to work cross-functionally with product, sales, and support teams
Proven ability to effectively manage and resolve client escalations, mitigating risks and ensuring positive outcomes that strengthen relationships and build trust
Experience driving adoption and managing executive relationships
Strong organization, time management, and project management skills
Empathetic, positive attitude with a desire to help our customers realize value from our products
Strong sense of urgency and responsiveness
Self-motivated with a demonstrated ability to take initiative
Adaptability to change
Additional Preferred Qualifications:
Familiarity with the public accounting industry is preferred
Competencies:
Customer-Centric Mindset - focus on understanding and delivering value to the customer.
Problem-Solving Skills - analytical mindset to diagnose customer challenges.
Relationship Building - building trust and rapport with clients over time.
Team Collaboration - ensuring seamless communication between internal teams and customers.
Adaptability - navigating change and handling ambiguity effectively.
Why Suralink?
There's a lot to love about working at Suralink! Here are a few of the benefits you can expect:
Remote-friendly policy
Medical/vision/dental insurance
Flexible PTO policy and ten paid holidays
Parental leave
Professional development allowance
Community involvement
$70k-112k yearly est. Auto-Apply 10d ago
Physical Therapy Field Customer Success Manager
Limber 3.7
Remote
At Limber Health, we're transforming how musculoskeletal care is delivered-bringing together the best of in-clinic treatment and digital support to help patients recover faster, stay engaged, and feel empowered in their health journey. Our platform is designed for therapists and physicians to extend their care beyond the clinic through a seamless, evidence-based digital experience. With the Limber mobile app and remote care team, patients receive guided home exercise therapy, remote monitoring, and educational support from the comfort of home while staying connected to their care team.
Backed by clinical research from the world's leading hospital systems and trusted by top provider groups and health plans, Limber is redefining what modern rehab looks like by making high-quality care more accessible, engaging, and effective for everyone.
Job Description
As a Field Client SuccessManager (FCSM), you'll be on the forefront of one of the biggest shifts happening in physical therapy today. This role is designed for a licensed Physical Therapist or Occupational Therapist who is passionate about driving innovation in care delivery to ensure patients receive personalized care at home. You will be working directly with clinicians to adopt Limber's technology and improve patient outcomes through Limber's market-leading Remote Therapeutic Monitoring (RTM) solution. This is a high-impact role that involves extensive travel, with an expected travel commitment of 70-80% of working time. You'll travel to visit physical therapy clinics in person, helping to coach clinicians and staff on best practices for success with Limber's RTM platform and patient navigation solution.
The Limber team helped pioneer the RTM CPT codes, enabling a new hybrid care model that combines hands-on in-clinic care with digital services to best meet patients where they are, ultimately providing patients with comprehensive care in-clinic and at-home. Limber's RTM solution has demonstrated exceptional results with increasing home exercise adherence, improving overall patient outcomes while decreasing downstream healthcare costs (eg, avoidable surgeries, injections, and opioid use)
Your Direct Impact
The Field CustomerSuccessManager (FCSM) is a critical, hands-on partner to our clinicians and physical therapy practices. You will drive the successful adoption and sustained usage of RTM. In this role, you'll visit clinics that partner with Limber, working one-on-one with clinicians, regional and clinic leadership, and their clinic staff to help them achieve success with adopting RTM into their practices. You'll build deep relationships, identify barriers to adoption, and drive measurable improvements in RTM utilization and patient outcomes. This is your opportunity to drive meaningful change in the PT industry by helping clinicians adapt to a better, more connected way of delivering care and improving patient adherence.
Responsibilities
Full-time role, traveling to partner clinics (up to 80% travel) to build and maintain strong clinician relationships
Identify challenges to adoption and collaborate with clinic teams to implement tailored solutions
Deliver in-person support, coaching, and training to clinicians, regional and clinic leadership, and front-office staff on Limber workflows and platform tools
Analyze usage metrics and develop strategic action plans to improve performance and engagement
Serve as the on-the-ground voice of the clinician, surfacing feedback to internal teams to inform product and operational improvements
Track visit outcomes and progress against client KPIs in a structured and organized way
Support new client go-lives and implementation initiatives in the field
Requirements
Licensed Physical Therapist or Occupational Therapist
Travel Requirement: Up to 80%
total
travel. Plan to split travel time between overnight stays and daily visits via vehicle/mass transit.
2-5 years of clinical experience preferred; 2 years of outpatient clinic experience required
Excellent interpersonal and communication skills - you excel in building new relationships and have the characteristics to thrive in a coaching and training role
Passion for innovation and improving care for patients - you bring exceptional enthusiasm to work every day
Self-starter with the ability to work independently while remaining highly accountable
Strong problem-solving skills and ability to adapt in real time
Highly motivated by performance and commission-based earning structures
Comfortable with extensive travel- mix of air travel and driving (miles will be reimbursed at the applicable IRS reimbursement rate)
An active driver's license in good standing is required
Must have reliable access to a major airport for regional travel
Bonus: Familiarity with musculoskeletal care delivery, remote therapeutic monitoring, EHRs, or digital health platforms
We are interested in every qualified candidate who is eligible to work in the United States. However, we are currently unable to sponsor visas.
Attention: If you receive an email claiming to be from Limber but it is not from Limberhealth.com, please disregard and delete the message immediately. If you have any inquiries about available job opportunities, please visit https ://********************* and contact us directly.
#LI-Remote
$70k-112k yearly est. Auto-Apply 35d ago
Scaled Customer Success Manager
Airtable 4.2
Austin, TX jobs
Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes. More than 500,000 organizations, including 80% of the Fortune 100, rely on Airtable to transform how work gets done.
At Airtable, we are passionate about how our product democratizes software creation and empowers teams to build applications that connect their organization and drive outcomes-no code needed. As a Scaled CustomerSuccessManager, you will work with a wide range of innovative and impressive customers across all segments to deliver customersuccess at scale. Our team builds and delivers programming that allows us to guide customers through time bound engagements, ensuring they are able to achieve their business objectives and ultimately realize the value of using Airtable.
At Airtable, CustomerSuccess sits at the nexus of our sales, product, and marketing teams, driving company growth and transforming the way the world builds software. This role will be a part of the dynamic and growing Scaled Success Team. The scaled customer journey begins with the meticulously designed onboarding process. Our Scaled CSMs will lay the foundation for a healthy customer by ensuring their primary workflows are onboarded successfully. After onboarding is complete, our Digital success, Education, and Community programs will continue to nurture our scaled accounts. Prior to renewal, the Scaled CSM will run an Executive Business Review, collecting and documenting the value the customer has seen with Airtable over the past year and assess for any risk or growth. The Scaled Success org maintains a healthy renewal rate, license activation, and expansion quarter over quarter.
What you'll do
As a Scaled CustomerSuccessManager, you will be responsible for managing a diverse portfolio of Airtable Enterprise accounts at scale.
Your responsibilities will include:
Deliver high impact and time-based engagements for a large volume of customers across onboarding, adoption and value stages via a pooled portfolio model
Carry out mutual onboarding plans, by holding customers accountable, to ensure customerssuccessfully launch their primary workflows within Airtable within 90 days
Monitor customer adoption and respond to account health signals, carrying out playbooks at key intervention points
Drive value business reviews with customers to document and quantify customer value prior to renewal
Help to identify growth opportunities within the account to expand customer ACV
Document customer use cases and contribute to customer holistic account/success plans
Act as a teacher, empowering and coaching customers to successfully launch and capture value from Airtable and leverage self-serve resources
Accelerate adoption of Airtable and expand usage to cross-functional teams
Manage and identify new opportunities for one-to-many customer programs to efficiently drive success at scale, support business-wide adoption, and deepen Airtable proficiency
Protect revenue for customers at risk within the Scaled segment by re-engaging with customers via a “relaunch & recommit” playbook, leveraging our onboarding playbook methodology for risk mitigation
Actively engage up to 20 customers at a given time and touch roughly ~100 accounts per year
Share common themes and value drivers to help shape our low-touch engagement model to meet the needs of our customers and business
Serve as the voice of the customer internally by engaging in internal product discussions, translating customer usage and feedback into actionable insights and feature ideas
Partner with our internal implementation team and/or partner network to successfully co-deliver a world-class onboarding experience
Who you are
You have 4+ years of direct client management experience, ideally in a CustomerSuccess, Account Management, or Customer Education role within the B2B SaaS sector
You have a track record of delivering value to customers and managing them through onboarding and training, driving adoption, and retention and expansion
You are a teacher at heart with the ability to distill technical or intricate systems into understandable and actionable insights, empowering clients to make informed decisions
You execute with excellence and have a deep track record of creating a significant impact for your customers
You are a detail-oriented, resourceful, and creative problem solver, never losing sight of the “why” behind the “what”
You are a team player, an effective collaborator, and a self-starter
Ability to context switch and manage multiple projects and customer engagements simultaneously
Airtable is an equal opportunity employer. We embrace diversity and strive to create a workplace where everyone has an equal opportunity to thrive. We welcome people of different backgrounds, experiences, abilities, and perspectives. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any characteristic protected by applicable federal and state laws, regulations and ordinances. Learn more about your EEO rights as an applicant.
VEVRAA-Federal Contractor
If you have a medical condition, disability, or religious belief/practice which inhibits your ability to participate in any part of the application or interview process, please complete our Accommodations Request Form and let us know how we may assist you. Airtable is committed to participating in the interactive process and providing reasonable accommodations to qualified applicants.
Compensation awarded to successful candidates will vary based on their work location, relevant skills, and experience.
Our total compensation package also includes the opportunity to receive benefits, restricted stock units, and may include incentive compensation. To learn more about our comprehensive benefit offerings, please check out Life at Airtable.
For work locations in the San Francisco Bay Area, Seattle, Los Angeles, and New York, the on-target earnings range for this role is:$128,000-$166,300 USDFor all other work locations (including remote), the on-target earnings range for this role is:$115,000-$149,400 USD
Please see our Privacy Notice for details regarding Airtable's collection and use of personal information relating to the application and recruitment process by clicking here.
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All official Airtable communication will come from an @airtable.com email address. We will never ask you to share sensitive information or purchase equipment during the hiring process. If in doubt, contact us at ***************. Learn more about avoiding job scams here.
$128k-166.3k yearly Auto-Apply 40d ago
Customer Support Manager
Gradient Labs 3.2
San Francisco, CA jobs
Join us at Gradient, where our purpose is to revolutionize home comfort while championing environmental sustainability. Our mission is to combat the escalating challenge of climate change by redefining how homes are heated and cooled. Today, the environmental impact of heating and cooling systems surpasses that of the entire transportation sector, and without intervention, this trend is set to escalate drastically. At Gradient, we believe that ensuring comfortable living spaces shouldn't come at the cost of our planet. We envision a future where every individual can enjoy the luxury of a comfortable home without contributing to carbon emissions. Our high-efficiency, low-carbon heat pump is just the beginning of our journey toward fully decarbonizing buildings. By joining Gradient, you'll be at the forefront of a movement to make sustainable living accessible to all, ensuring healthier communities and a brighter, greener future.
Overview
We are seeking an experienced Customer Support Manager with deep expertise in Zendesk to lead our customer support team and scale a high-quality, efficient support operation. This role owns the day-to-day management of customer support agents while designing and executing a support strategy that leverages Zendesk to deliver exceptional customer experiences-without adding unnecessary headcount.
This role requires a hands-on leader who understands how to translate customer needs and business growth into scalable processes, automation, and reporting within Zendesk.
This person will ideally live somewhere near our San Francisco Headquarters, though we are for US based remote work for the right person.
The estimated base salary for this role is $110,000 - $130,000 USD per year + equity. An individual's compensation will vary on a number of factors including but not limited to geography, skills, education, experience and unique qualifications where applicable.
Responsibilities
Customer Experience & Quality
Define and enforce quality standards for customer interactions across all support channels.
Implement quality assurance processes, including ticket reviews and coaching based on Zendesk data and insights.
Identify recurring customer issues and collaborate with Product, Engineering, and Operations teams to drive root-cause solutions.
Act as a customer advocate by sharing insights and trends derived from Zendesk reporting.
Scalable Support Strategy & Operations
Develop and execute a customer support strategy that scales efficiently with business growth.
Use automation, self-service, and knowledge management to reduce ticket volume and improve first-contact resolution.
Optimize staffing models, schedules, and ticket routing to meet demand while minimizing the need for additional headcount.
Own and track key support metrics such as CSAT, NPS, first response time, resolution time, and deflection rate.
Team Leadership & People Management
Lead, coach, and manage a team of customer support agents, ensuring consistent performance and engagement.
Conduct regular 1:1s, performance reviews, and coaching sessions with a focus on quality, efficiency, and professional growth.
Set clear expectations, KPIs, and workflows for individual contributors using Zendesk as the primary system of record.
Build a culture of customer empathy, ownership, and continuous improvement.
Zendesk Ownership & Optimization
Serve as the primary owner and administrator of Zendesk, including configuration, workflows, triggers, automations, macros, views, SLAs, and roles.
Design and maintain scalable Zendesk workflows that improve response times, resolution quality, and agent productivity.
Leverage Zendesk Explore to create dashboards and reports that provide visibility into team performance, customer trends, and operational bottlenecks.
Continuously evaluate and implement Zendesk features, integrations, and best practices to support growth without increasing headcount.
Desired Qualifications
4+ years of experience in customer support or customer operations.
2+ years of experience managingcustomer support agents or similar individual contributors.
Deep, hands-on experience administering and optimizing Zendesk in a production environment.
Proven experience building scalable workflows, automations, and reporting within Zendesk.
Strong analytical skills with the ability to translate data into operational improvements.
Excellent communication, coaching, and cross-functional collaboration skills.
Nice to Have
Background in hardware and/or software support roles.
Experience with Zendesk Guide, Explore, and advanced automations.
Experience integrating Zendesk with CRM, product, or analytics tools.
Background in SaaS or high-growth environments.
Experience leveraging automation or AI to improve support efficiency.
Benefits
Equity
Medical/vision/dental/life/disability insurance
401k
Paid parental leave
Professional Development Stipend
Commuter benefits
Flexible PTO
We are committed to building a diverse and inclusive company. We seek to create a culture where everyone can belong because we believe that people do their best work when they can show up every day as their authentic selves. We welcome people of different backgrounds, experiences, abilities, and perspectives.
Gradient is an equal opportunity employer. We do not make hiring or employment decisions on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, veteran status, disability status, or genetic information, in compliance with applicable federal, state and local law.
$110k-130k yearly Auto-Apply 36d ago
Onboarding Success Manager
Ylopo 3.6
Phoenix, AZ jobs
We're looking for an Onboarding SuccessManager to serve as the client's first strategic partner post-sale. This is a pivotal role in the client journey-setting the tone, expectations, and foundation for long-term success with Ylopo. You'll provide clients with an understanding of the implementation process, ensure they launch their account in a timely manner, shepherd them through the onboarding period, and seamlessly transition them to scaled or dedicated support.
Team members well-suited to this role will have a track record of being detail-oriented, client-focused, and providing exceptional service, both internally and externally within an organization. They will have excellent communication skills, both through email/tickets and over the phone or via Zoom video. Candidates do not have to have prior experience working at software or marketing companies, but should be willing to learn the intricacies of the Ylopo product and understand how to guide clients through setup to use the product effectively. Most importantly, we're looking for candidates who are quick-thinking, detail-oriented, organized, patient, positive, and thoughtful.
Requirements:
* Undergraduate degree preferred
* Previous experience in support, training, and customer service
* Professional manner
* Consistent work habits and strong work ethic
* Strong organizational skills and attention to detail
* Ability to multitask and work independently toward deadlines
* Strong project coordination skills
* Strong written and verbal communication skills, ability to work well in a small group setting
* Positive demeanor, trustworthy character
* Ability to take the initiative and see projects and tasks through to completion
* Ability to understand and convey detailed information about our services and systems
* Understanding of real estate and the real estate profession a plus, but not necessary
Responsibilities:
* Manage a book of business of clients in setup and newly live
* Serve as the first point of contact post-purchase, setting clear expectations and building early trust with new clients
* Lead the initial onboarding meeting to review intake forms, introduce key milestones, and align on implementation timelines
* Project manage and oversee each client's Implementation process, coordinating with internal teams to ensure timely and successful setup
* Monitor and ensure completion of all required technical onboarding tasks, addressing blockers as needed
* Lead client through scheduled, structured onboarding calls, ensuring they are well-trained and have adopted the product
* Manage retention efforts for clients who have placed cancellations or are showing indicators of being at-risk
* Facilitate office hours and/or live support group sessions via Zoom for clients
* Partner with Ylopo Growth team to identify clients who are good candidates for revenue expansion conversations
* Work with escalated clients to resolve their concerns
* Facilitate large-scale account changes like DNC, Brokerage Change, CRM change, license transfers as needed
* Speak confidently and professionally with clients
* Work with the utmost urgency to work through client issues
* Maintain accurate documentation of client interaction (e.g. logging activity in Salesforce and internal systems timely and correctly)
KPIs:
* Retention rate during onboarding
* % of clients live in your book within 30 days
* NRR first 6 months for your book
Compensation and full benefits include starting pay from $55K to $70K plus bonus depending on experience Bonus: 25% of base salary OTE; medical, dental, and vision benefits; paid holidays, vacation, and sick days; a 401(k); paid monthly parking (if applicable); and an extremely nice, supportive group of people as your co-workers.
$55k-70k yearly Auto-Apply 12d ago
Onboarding Success Manager
Ylopo 3.6
Phoenix, AZ jobs
About Us
Ylopo, LLC is a rapidly growing marketing and technology company providing internet marketing services and proprietary lead generation and engagement software to successful real estate agents across the country. We are seeking an outgoing, tech savvy individual to join our growing team.
Why work for Ylopo?
At Ylopo we offer team members:
a commitment to personal development,
guidance and support at a high level through interfacing with our Executive Team to prioritize goals as a company,
excellent leadership and mentoring for our entry-level to senior staff, and recognition of outstanding efforts,
team building events, team lunches/ happy hours, and other company wide events
a supportive, caring environment dedicated to continuous learning and growth.
Summary:
We're looking for an Onboarding SuccessManager to serve as the client's first strategic partner post-sale. This is a pivotal role in the client journey-setting the tone, expectations, and foundation for long-term success with Ylopo. You'll provide clients with an understanding of the implementation process, ensure they launch their account in a timely manner, shepherd them through the onboarding period, and seamlessly transition them to scaled or dedicated support.
Team members well-suited to this role will have a track record of being detail-oriented, client-focused, and providing exceptional service, both internally and externally within an organization. They will have excellent communication skills, both through email/tickets and over the phone or via Zoom video. Candidates do not have to have prior experience working at software or marketing companies, but should be willing to learn the intricacies of the Ylopo product and understand how to guide clients through setup to use the product effectively. Most importantly, we're looking for candidates who are quick-thinking, detail-oriented, organized, patient, positive, and thoughtful.
Requirements:
Undergraduate degree preferred
Previous experience in support, training, and customer service
Professional manner
Consistent work habits and strong work ethic
Strong organizational skills and attention to detail
Ability to multitask and work independently toward deadlines
Strong project coordination skills
Strong written and verbal communication skills, ability to work well in a small group setting
Positive demeanor, trustworthy character
Ability to take the initiative and see projects and tasks through to completion
Ability to understand and convey detailed information about our services and systems
Understanding of real estate and the real estate profession a plus, but not necessary
Responsibilities:
Manage a book of business of clients in setup and newly live
Serve as the first point of contact post-purchase, setting clear expectations and building early trust with new clients
Lead the initial onboarding meeting to review intake forms, introduce key milestones, and align on implementation timelines
Project manage and oversee each client's Implementation process, coordinating with internal teams to ensure timely and successful setup
Monitor and ensure completion of all required technical onboarding tasks, addressing blockers as needed
Lead client through scheduled, structured onboarding calls, ensuring they are well-trained and have adopted the product
Manage retention efforts for clients who have placed cancellations or are showing indicators of being at-risk
Facilitate office hours and/or live support group sessions via Zoom for clients
Partner with Ylopo Growth team to identify clients who are good candidates for revenue expansion conversations
Work with escalated clients to resolve their concerns
Facilitate large-scale account changes like DNC, Brokerage Change, CRM change, license transfers as needed
Speak confidently and professionally with clients
Work with the utmost urgency to work through client issues
Maintain accurate documentation of client interaction (e.g. logging activity in Salesforce and internal systems timely and correctly)
KPIs:
Retention rate during onboarding
% of clients live in your book within 30 days
NRR first 6 months for your book
Compensation and full benefits include starting pay from $55K to $70K plus bonus depending on experience Bonus: 25% of base salary OTE; medical, dental, and vision benefits; paid holidays, vacation, and sick days; a 401(k); paid monthly parking (if applicable); and an extremely nice, supportive group of people as your co-workers.
Ylopo is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. To learn more about this commitment, visit: **********************************************************
Ylopo reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.