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Customer Success Manager (Digital)
Skills
SalesforceFinancial Planning
20 days ago
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Important information
Contract type:
Permanent
Salary:
$75,000 – $87,500 / year
Location:
United States
Work mode:
Onsite
Published on:
4 October 2026
What they need
- Manage a high-volume, tech-touch book of business using a “one-to-many” approach
- Deliver best practices for workflows and onboarding strategies, based on specific network use cases, innovative engagement approaches, and an understanding of related tools
- Segment your book of business and develop strategic plans that deliver customer value at scale
- Proactively leverage a matrix account team to develop and manage sales pipeline and enhance customer relationships and value
- Build and own targeted cadences to effectively drive maturity, and expansion across different customer segments and personas
- Leverage Salesforce to create innovative workflows that automate key account engagement activities
- Understand the Product to teach customers how to use it & recommendations for additional products & services
- Own a number - understand GRR & CSQL metrics & how they play into your Book of Business
- Be innovative & think outside the box when it comes to developing new models that drive user adoption
- Collaborate cross-functionally to create a seamless customer experience for your portfolio and identify upstream/ downstream inefficiencies
- Assist with the development of systems, programs and educational materials that will maximize the performance on all related program metrics
- Lead discussions around forecasting and pipeline status with internal stakeholders
Benefits
- Medical, Dental, and Vision: We offer insurance to team members and eligible partners and dependents, including unlimited virtual mental health and acute medical visits.
- Wellness: Mental health benefits, such as the Employee Assistance Program (EAP) and wellness platform subscription, are available to all team members.
- Flexible Time Off: Take what you need, including volunteer days and mental health days. We also offer 16 paid, company-wide holidays.
- Caregiver Resources: We provide help finding elder care as well as childhood daycare programs.
- Paid Parental Leave: Adoptive parents are included.
- Employee Resource Groups: Join our ERGs to connect and engage with colleagues, like Military Veterans
- Spending Accounts: We offer tax-advantaged health savings accounts (HSAs), flexible spending accounts (FSAs), and commuter benefits
- 401(k) + Employer Match: Enjoy matching and immediate vesting.
- Financial Planning: Receive access to a digital financial planning experience.
- Company-Sponsored Life and AD&D
- Short-Term Disability
- Accident Insurance
- Supplemental Life & AD&D
- Pet Insurance- 2-4 years of customer success or related work experience preferred
- Analytical ability to leverage data to drive creative decisions and recommendations
- 3+ years of professional work experience suggested
- Experience in process development and resource creation/ management
- Experience managing revenue and an ability to learn new technologies
- This position may require 10% travel
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