Customer Success Manager

Job Description

Job Description

About YARDZ

YARDZ is a fast-growing technology company helping businesses better manage their equipment, rentals, assets, and operations. Our platform brings critical information together in one place, giving customers greater visibility, control, and efficiency across their organizations.

We are a small, driven team, which means every person at YARDZ has an opportunity to make a meaningful impact. We move quickly, solve problems together, and are looking for people who take ownership rather than waiting to be told what to do next.

The Role

YARDZ is looking for a highly organized, proactive, and driven Customer Success Manager to help manage and grow our customer relationships.

This is not simply a customer support position.

You will work directly with customers to understand their needs, coordinate projects and requests, run meetings, manage schedules and follow-ups, organize customer data, and help ensure our customers are getting maximum value from the YARDZ platform.

The ideal candidate is comfortable juggling multiple customers, projects, meetings, spreadsheets, and deadlines at the same time while maintaining strong attention to detail.

Because we are a growing company, you must also be comfortable working in an environment where priorities can change quickly and where team members often wear multiple hats.

What You'll Do

• Build strong, professional relationships with YARDZ customers
• Serve as a primary point of contact for assigned customer accounts
• Lead recurring customer meetings and keep conversations focused, productive, and organized
• Create meeting agendas, document action items, and ensure follow-up items are completed
• Coordinate customer schedules, meetings, implementation activities, and internal resources
• Track customer requests, projects, outstanding items, and deadlines
• Work closely with sales, development, operations, and leadership to resolve customer needs
• Help onboard and train new customers on the YARDZ platform
• Monitor customer adoption and identify customers who may need additional assistance or training
• Work extensively with Excel and customer data
• Review, organize, clean, and manipulate spreadsheets and data provided by customers
• Maintain accurate internal documentation and customer records
• Communicate product updates, project status, and next steps clearly to customers
• Identify opportunities to improve customer processes and the overall customer experience
• Help prioritize customer requests while setting clear and realistic expectations
• Take ownership of problems and follow them through to resolution

What We're Looking For

You should be someone who is naturally organized and doesn't need constant direction to keep things moving.

Required skills and qualities:

• Strong Microsoft Excel skills
• Excellent organizational and time-management skills
• Ability to manage multiple customers, projects, and priorities simultaneously
• Experience scheduling and leading professional meetings
• Strong written and verbal communication skills
• Excellent follow-through and attention to detail
• Comfortable communicating directly with customers, including managers and executives
• Ability to document conversations, decisions, action items, and deadlines
• Strong problem-solving skills
• Ability to learn new software and technology quickly
• Self-motivated and comfortable working independently
• Able to work effectively within a small team
• Comfortable in a fast-paced startup environment
• Willing to take ownership and step outside a narrowly defined job description when needed

Excel & Data Skills

Candidates should be comfortable working with spreadsheets on a regular basis. Experience should include many of the following:

• Sorting and filtering large datasets
• Formulas and functions
• VLOOKUP/XLOOKUP
• Pivot tables
• Conditional formatting
• Identifying duplicates and inconsistencies
• Cleaning and organizing data
• Comparing information across spreadsheets
• Importing/exporting CSV files
• Advanced Excel or data-analysis experience is a plus.

What Will Make You Successful at YARDZ

We are looking for someone who sees something that needs to be done and takes ownership of it.

You don't need to know everything on day one, but you do need to be resourceful, curious, organized, and willing to figure things out.

You'll likely be a great fit if you:

• Keep detailed notes and rarely let something fall through the cracks
• Naturally create lists, schedules, and systems to stay organized
• Are comfortable running a meeting instead of simply attending one
• Follow up without needing to be reminded
• Can confidently manage several competing priorities
• Stay calm when priorities change
• Enjoy solving customer problems
• Communicate clearly when something is delayed or needs attention
• Are comfortable asking questions and finding answers
• Prefer taking ownership over saying, "That's not my job"
• Enjoy being part of a smaller company where your work has a visible impact

Preferred Experience

Experience in one or more of the following is beneficial but not required:

• Customer Success
• Account Management
• SaaS/software companies
• Software implementation or onboarding
• Project coordination or project management
• Construction
• Equipment rental
• Fleet or asset management
• Telematics
• Operations

Why YARDZ?

At YARDZ, you won't be one person buried inside a huge organization. You'll work closely with customers, leadership, developers, sales, and operations and have the opportunity to directly influence how we serve our customers and grow the company.

We're looking for someone who wants more than just a job—we want someone who enjoys building, improving, solving problems, and growing with a company.