Customer Success Manager
Panna Knows LLC
Customer Success Manager
Our client is a purpose-driven organization dedicated to helping companies strengthen workplace culture and employee engagement through data-driven insights and innovative solutions. They are committed to delivering exceptional experiences that help organizations and employees thrive.
Our client is seeking a Customer Success Manager to support and grow relationships with small market accounts. This role focuses on driving product adoption, customer satisfaction, retention, cross-selling and upselling, and long-term client success.
You are a relationship-focused professional who enjoys helping clients achieve their goals. You are organized, consultative, and proactive in solving problems. You communicate clearly, collaborate effectively across teams, and take ownership of customer outcomes. Upselling and cross-selling are part of your nature.
In this role, you will help clients maximize the value of the organization's products and services.
- Build and grow relationships across a portfolio of client accounts
- Develop customer success plans with clear goals, milestones, and measurable outcomes
- Align platform usage with client business goals and objectives
- Partner with onboarding, support, consulting, partnerships, and contracts teams to ensure customer satisfaction
- Support renewals and account growth through cross-selling and upselling opportunities
- Conduct regular customer touchpoints through phone, email, and strategic outreach
- Serve as the voice of the customer by sharing feedback and identifying opportunities for process or product improvements
- Provide guidance on platform features, best practices, and troubleshooting support
- Maintain accurate activity records within Salesforce.com
This role does not include direct supervisory responsibilities. Minimal travel may be required based on business needs.
Ability to understand and communicate customer business requirements effectively
Experience solving business challenges using technology or platform-based solutions
Strong multitasking and organizational skills
Excellent written, verbal, and presentation communication skills
Consultative mindset with the ability to build trust and rapport with clients and internal teams
Strong collaboration and critical thinking abilities
Positive, responsive, and team-oriented approach
High level of intellectual curiosity and willingness to learn
Experience maintaining accurate records in Salesforce.com or similar CRM platforms
Compensation is 75k base and 40k at risk annual bonus.
Opportunity to work for a purpose-driven organization
Collaborative and team-oriented work environment
Professional growth and development opportunities
Exposure to innovative employee engagement and workplace culture solutions
Meaningful work supporting customer success and retention
Our client believes that diversity fuels innovation, strengthens teams, and drives success. They are committed to fostering a workplace where every individualregardless of backgroundfeels valued, respected, and empowered to thrive. Discrimination or harassment of any kind is strictly prohibited.
Our client does not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, ethnicity, age, disability, veteran status, marital status, or any other characteristic protected by applicable laws. Their commitment extends beyond compliance; they actively cultivate an inclusive culture where diverse perspectives are welcomed, and every employee has an equal opportunity to contribute and succeed.
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