Customer Success Manager

2 months, 3 weeks ago
Senior
Customer and Technical Support
Creative Chaos

Creative Chaos

Creative Chaos is an integrated technology innovation firm that helps startups and enterprises bring their ideas to life through web, mobile, and IoT solutions.

Internet Software & Services
251-1K
Founded 2000

Description

  • Serve as the primary relationship owner for assigned client accounts.
  • Conduct regular client check-ins, business reviews, and strategic conversations.
  • Build trusted advisor relationships with client decision-makers and stakeholders.
  • Gather client feedback, understand goals, and proactively address concerns.
  • Maintain high levels of client satisfaction and retention.
  • Identify upselling and cross-selling opportunities within existing accounts.
  • Analyze client needs and recommend service upgrades based on complexity, volume, and growth.
  • Collaborate with sales and finance teams to expand account value and lifetime revenue.
  • Act as the bridge between clients and internal accounting teams.
  • Monitor service quality, escalate issues, and coordinate timely resolution.
  • Support onboarding and guide clients through tools, workflows, and expectations.
  • Maintain accurate client records and CRM updates in HubSpot.
  • Keep playbooks, SOPs, and customer-facing documentation current.
  • Track customer health metrics and engagement activities.
  • Work closely with accounting, finance, controller, and operations teams to stay aligned on client needs.

Requirements

  • Bachelor’s degree in Finance, Accounting, or Business Management.
  • 5+ years of experience in Customer Success, Technical Account Management, or a related role.
  • Strong technical aptitude with the ability to understand and explain complex software solutions.
  • Experience with CRM and customer success platforms such as HubSpot or Gainsight.
  • Excellent communication and interpersonal skills for managing diverse customer relationships.
  • Proactive problem-solving skills and the ability to manage multiple customer accounts.
  • Familiarity with SaaS products, APIs, and integrations.
  • Ability to deliver training and presentations to both technical and non-technical audiences.
  • Experience working with executive-level stakeholders is preferred.
  • Strong emotional intelligence, adaptability, and a customer-oriented mindset are preferred.
  • Commercial awareness and a growth mindset are preferred.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Sr. Customer Success Manager

PointClickCare 1K-5K Health Care Providers & Services

PointClickCare is seeking a remote Senior Customer Success Manager to manage enterprise healthcare client partnerships, maximize solution value, and drive customer outcomes through executive-level engagement.

CRM Salesforce
3 hours, 34 minutes ago

Sr. Customer Success Manager

PointClickCare 1K-5K Health Care Providers & Services

PointClickCare is seeking a Senior Customer Success Manager to manage enterprise healthcare client partnerships, drive adoption and value from its solutions, and engage customer executives in a remote role with required travel.

CRM Salesforce
3 hours, 34 minutes ago

Remote Client Experience Manager

Join a fully remote financial services team to enroll and support clients seeking guidance on benefits and related financial needs.

3 hours, 49 minutes ago

Work From Home - Client Care Manager

Join a fully remote financial services team to enroll and support clients seeking guidance on benefits and family financial needs through web-based consultations.

3 hours, 49 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers