Customer Success Manager

Customer Success ManagerOur client is a fast-growing, tech-driven company in the Bay Area looking for a Customer Success Manager who is passionate about building relationships, improving customer outcomes, and helping clients get the absolute best out of the company's product and services. If you're someone who loves solving problems, enjoys working with customers, and thrives in a collaborative, high-energy environment, this role is for you.What You'll DoOwn and manage a portfolio of customers from onboarding to renewalLead onboarding calls, product walkthroughs, and success planningBuild strong, trusted relationships with customers through proactive communicationDevelop strategies to increase product adoption and reduce churnMonitor account health, usage, and customer feedback to identify risks/opportunitiesCollaborate with Product, Support, Sales, and Operations to resolve customer issues and improve the customer journeyMaintain clear documentation, customer insights, and progress trackingServe as the strategic partner who ensures customers achieve their desired outcomesRequirementsTech Requirements & ToolsCandidates should be comfortable with modern tech platforms, including:Must-Have Experience: CRM systems (HubSpot, Salesforce, or similar)Ticketing & Support tools (Zendesk, Intercom, Freshdesk, Gorgias, etc.)Project management tools (Asana, ClickUp, Monday, Trello)Video communication platforms (Zoom, Google Meet)Data & reporting tools (Google Sheets, Excel, analytics dashboards)Nice-to-Have: SaaS onboarding tools (Userflow, ChurnZero, Catalyst, Gainsight)Basic understanding of APIs, integrations, or tech troubleshootingExperience working in a startup or high-growth tech environmentWho You AreYou're a strong communicator who can build genuine relationshipsYou're detail-oriented, organized, and proactiveYou enjoy problem-solving and staying two steps ahead for your customersYou're comfortable explaining tech concepts in simple termsYou thrive in collaborative, cross-functional environmentsYou're adaptable — especially in fast-changing environmentsYou genuinely care about helping customers succeedQualifications2–5+ years in Customer Success, Account Management, Client Services, or a similar customer-facing roleExperience in SaaS, tech-enabled services, or digital platforms strongly preferredStrong presentation, communication, and relationship-building skillsAbility to manage multiple clients, timelines, and deliverablesExperience working in hybrid or on-site Bay Area roles is a plusBenefitsBenefits vary by client but may include: Health insurance, PTO, hybrid work flexibility, bonuses, 401(k) match, commuter benefits, equipment stipend, professional development support, and a collaborative team environment.