Customer Success Manager

Job Description

Job Description

Who Our Client Is

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.

What Our Client Needs

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.

Who You Are

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.

What You’ll Do

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.

What You’ll Need

• 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

What They Offer

• 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

Equal Opportunity Statement

Our client believes that diversity fuels innovation, strengthens teams, and drives success. They are committed to fostering a workplace where every individual—regardless of background—feels 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.