Customer Success Manager II, SMB Account Strategy

Toast creates technology to help restaurants and local businesses succeed in a digital world helping business owners operate increase sales engage customers and keep employees happy.

A day in the life

The Customer Success Manager (CSM) II SMB Account Strategy role sits at the heart of Toasts customer retention strategy. This team engages directly with customers in real-time to understand their needs demonstrate the value of the Toast platform and ensure every customer has the opportunity to thrive with Toast.

In this highly visible role you will lead consultative retention conversations navigate contract and pricing discussions and leverage Toasts product suite to help restaurants find every reason to continue growing with Toast. This is a high-volume inbound and outbound engagement position that requires strict adherence to service levels a strong phone presence and the ability to handle complex conversations with confidence and empathy.

Account Strategy CSMs partner closely with cross-functional teams and senior leadership operating in a focused data-driven motion with clear success metrics tied to retention customer outcomes and long-term growth on Toast.

What youll do (Responsibilities)

• Staff a dedicated high-volume Account Strategy phone and chat line with adherence to service levels and schedule engaging customers in real-time to understand their needs and ensure they are set up for long-term success on Toast
• Lead consultative value-based retention conversations tailored to each customers unique business and tech stack helping them realize the full potential of the Toast platform
• Navigate complex customer conversations with professionalism empathy and confidence including objection handling competitive discussions and contract and pricing negotiations
• Diagnose customer needs quickly and identify the best path forward to help each customer continue to grow and succeed with Toast
• Accurately document interactions outcomes and customer feedback with strong attention to data hygiene case management and reporting
• Leverage data account insights and internal tools to inform retention strategies and real-time decision-making
• Act as the voice of the customer surfacing insights and competitive trends to internal partners and leadership to continuously improve the customer experience
• Operate in a focused repeatable motion designed to work at scale while delivering exceptional personalized customer experiences
• Collaborate cross-functionally with Sales Support Product and Finance to drive customer outcomes and support escalation paths

What youll need to thrive (Requirements)

• 2 years of Account Management Customer Success or retention-focused experience with a track record of driving positive customer outcomes
• Experience working in high-volume queue- or case-based environments with adherence to service levels and strong prioritization in real time
• Comfort navigating high-stakes complex customer conversations with confidence and professionalism
• Strong objection handling negotiation and influencing skills especially in live customer conversations
• Proven ability to operate independently while handling competing priorities in a fast-paced changing environment
• Data-driven mindset with the ability to interpret account insights and apply them in real-time decision-making
• Strong phone presence with excellent communication presentation and written skills
• Self-starter with the ability to quickly assess complex scenarios and drive toward resolution

What will help you stand out (Non-essential Skills/Nice to Haves)

• Experience in account management customer care or churn prevention roles
• Payments or credit card processing knowledge
• Experience working in SaaS or tech environments
• Familiarity with Salesforce Five9 Hex ChiliPiper G-Suite and Slack
• Hospitality experience

AI at Toast

At Toast one of our company values is that were hungry to build and learn. We believe learning new AI tools empowers us to build for our customers faster more independently and with higher quality. We provide these tools across all disciplines from Engineering and Product to Sales and Support and are inspired by how our Toasters are already driving real value with them. The people who thrive here are those who embrace changes that let us build more for our customers; its a core part of our culture.

Our Total Rewards Philosophy

We strive to provide competitive compensation and benefits programs that help to attract retain and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters changing needs. Learn more about our benefits at base salary range for this role is listed below. The starting salary will be determined based on skills experience and geographic addition to base salary our total rewards components include cash compensation (overtime bonus/commissions if eligible) equity and benefits. You can learn more about how we align pay with local labor markets in our Geographic Pay Zone Philosophy.