Our 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 companys product and services.
If youre someone who loves solving problems enjoys working with customers and thrives in a collaborative high-energy environment this role is for you.
What Youll Do
Own and manage a portfolio of customers from onboarding to renewal
Lead onboarding calls product walkthroughs and success planning
Build strong trusted relationships with customers through proactive communication
Develop strategies to increase product adoption and reduce churn
Monitor account health usage and customer feedback to identify risks/opportunities
Collaborate with Product Support Sales and Operations to resolve customer issues and improve the customer journey
Maintain clear documentation customer insights and progress tracking
Serve as the strategic partner who ensures customers achieve their desired outcomes
Requirements
Tech Requirements & Tools
Candidates 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 troubleshooting
Experience working in a startup or high-growth tech environment
Who You Are
Youre a strong communicator who can build genuine relationships
Youre detail-oriented organized and proactive
You enjoy problem-solving and staying two steps ahead for your customers
Youre comfortable explaining tech concepts in simple terms
You thrive in collaborative cross-functional environments
Youre adaptable especially in fast-changing environments
You genuinely care about helping customers succeed
Qualifications
25 years in Customer Success Account Management Client Services or a similar customer-facing role
Experience in SaaS tech-enabled services or digital platforms strongly preferred
Strong presentation communication and relationship-building skills
Ability to manage multiple clients timelines and deliverables
Experience working in hybrid or on-site Bay Area roles is a plus
Benefits
Benefits 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.
Required Skills:
Tech Requirements & Tools Candidates 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 troubleshooting Experience working in a startup or high-growth tech environment Who You Are Youre a strong communicator who can build genuine relationships Youre detail-oriented organized and proactive You enjoy problem-solving and staying two steps ahead for your customers Youre comfortable explaining tech concepts in simple terms You thrive in collaborative cross-functional environments Youre adaptable especially in fast-changing environments You genuinely care about helping customers succeed Qualifications 25 years in Customer Success Account Management Client Services or a similar customer-facing role Experience in SaaS tech-enabled services or digital platforms strongly preferred Strong presentation communication and relationship-building skills Ability to manage multiple clients timelines and deliverables Experience working in hybrid or on-site Bay Area roles is a plus
Our 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 companys product and services.If youre someone who loves solving pro...
Our 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 companys product and services.
If youre someone who loves solving problems enjoys working with customers and thrives in a collaborative high-energy environment this role is for you.
What Youll Do
Own and manage a portfolio of customers from onboarding to renewal
Lead onboarding calls product walkthroughs and success planning
Build strong trusted relationships with customers through proactive communication
Develop strategies to increase product adoption and reduce churn
Monitor account health usage and customer feedback to identify risks/opportunities
Collaborate with Product Support Sales and Operations to resolve customer issues and improve the customer journey
Maintain clear documentation customer insights and progress tracking
Serve as the strategic partner who ensures customers achieve their desired outcomes
Requirements
Tech Requirements & Tools
Candidates 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 troubleshooting
Experience working in a startup or high-growth tech environment
Who You Are
Youre a strong communicator who can build genuine relationships
Youre detail-oriented organized and proactive
You enjoy problem-solving and staying two steps ahead for your customers
Youre comfortable explaining tech concepts in simple terms
You thrive in collaborative cross-functional environments
Youre adaptable especially in fast-changing environments
You genuinely care about helping customers succeed
Qualifications
25 years in Customer Success Account Management Client Services or a similar customer-facing role
Experience in SaaS tech-enabled services or digital platforms strongly preferred
Strong presentation communication and relationship-building skills
Ability to manage multiple clients timelines and deliverables
Experience working in hybrid or on-site Bay Area roles is a plus
Benefits
Benefits 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.
Required Skills:
Tech Requirements & Tools Candidates 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 troubleshooting Experience working in a startup or high-growth tech environment Who You Are Youre a strong communicator who can build genuine relationships Youre detail-oriented organized and proactive You enjoy problem-solving and staying two steps ahead for your customers Youre comfortable explaining tech concepts in simple terms You thrive in collaborative cross-functional environments Youre adaptable especially in fast-changing environments You genuinely care about helping customers succeed Qualifications 25 years in Customer Success Account Management Client Services or a similar customer-facing role Experience in SaaS tech-enabled services or digital platforms strongly preferred Strong presentation communication and relationship-building skills Ability to manage multiple clients timelines and deliverables Experience working in hybrid or on-site Bay Area roles is a plus
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