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Customer Success Manager Job Description: Top Duties and Qualifications

Edited by Indeed Employer Content Team
Last updated November 6, 2025
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A 344282757customer success manager8.89customer service8.66customer service representative3.27client success manager2.38customer success2.0592496389719221000.0087424.06199000.00YEARLY1870340512025-10-012025-10-312025-09-012025-09-302025-11-05Customer Success Manager, or Client Success Manager, oversees customer retention by working directly with customers. Their duties include regularly interacting with new, existing, and potential customers, ensuring customers have the resources to use their products fully and developing strong relationships with customers to encourage continued business.

344282757customer success manager8.89customer service8.66customer service representative3.27client success manager2.38customer success2.0592496389719221000.0087424.06199000.00YEARLY1870340512025-10-012025-10-312025-09-012025-09-302025-11-05Customer Success Manager duties and responsibilities

The duties and responsibilities of a 344282757customer success manager8.89customer service8.66customer service representative3.27client success manager2.38customer success2.0592496389719221000.0087424.06199000.00YEARLY1870340512025-10-012025-10-312025-09-012025-09-302025-11-05Customer Success Manager may vary depending on the business or industry. Successful Customer Success Managers help increase customer retention by establishing themselves as credible authorities in the industry to build and maintain customer relationships. Examples of 344282757customer success manager8.89customer service8.66customer service representative3.27client success manager2.38customer success2.0592496389719221000.0087424.06199000.00YEARLY1870340512025-10-012025-10-312025-09-012025-09-302025-11-05Customer Success Manager duties and responsibilities include:

  • Contacting business clients proactively to build relationships and walk them through the process of using the company’s products or services
  • Maximizing value for customers by ensuring they have the tools and resources they need
  • Developing and improving customer onboarding processes and customer service policies
  • Creating resources for customers that help them fully understand and utilize the products and services
  • Monitoring contract renewal dates and persuading clients to renew those contracts
  • Upselling and cross-selling by recommending additional products or services
  • Gathering data on improving products and services to share with upper management
  • Providing high-level technical and product support

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Customer Success Manager Job Description Examples

Example 1

AAmerit Fleet Solutions,one of the leading fleet maintenance companies in the US, is looking for a Customer Success Managerto join our growing corporate customer experience and engagement! The Customer Success Manager will be responsible for partnering with our existing customers to ensure an outstanding customer experience and their long-term success. This position will play a key role in proactively keeping a high customer satisfactory rating by strengthening relationships.

This is a remote position, but we are looking for candidates on Pacific Time - California and surrounding areas.

Compensation: Competitive Salary Pay - Paid weekly, every Friday! Salary range: $70-85k

What’s in it for you?Full-Benefits within 30 days! Benefits include medical, dental, vision, prescription drug coverage, paid vacation, holidays, and sick time, 401K, flexible spending accounts, life insurance, disability insurance, ASE certification program, employee recognition program, employee discounts, employee assistance program, and growth opportunities!

What the role looks like:
  • Responsible for customer engagement for accounts
  • Utilize qualitative and quantitative customer data to determine root causes for gaps in customer expectations and actual service delivery
  • Develop a trusted advisor relationship with keeping a high customer satisfactory rating by strengthening relationships
  • Deliver actionable, scalable recommendations to improve the end-to-end experience for customers
  • Represent voice of customer to assist internal teams with prioritization and decision-making in program development
  • Identify opportunities to engage our customers along their journey with the goal of elevating customer experience
  • Establishing a Brand that communicates efficiency, quality, and action.
  • Responsible for developing solutions to increase overall Client Satisfaction and Net Promoter Score
  • Build and maintain our survey technology, dashboards and weekly reporting for CX/NPS tracking
  • Lead team meetings with account and field managers to ensure successful implementation of action plans

Logistics
  • Position will be full-remote with less than 15% travel
  • Weekend work will be required occasionally according to client demand.

Key Competencies and Minimum Education:
  • 5+ years’ experience in customer relations/engagement
  • BA/BS degree required
  • Experience with implementing survey systems
  • Experience with Salesforce, Hubspot, or similar CRM software highly desired
  • Ability to work well cross-functionally within various teams and departments
  • Passion for delivering an exceptional customer experience
  • Strong writing and verbal communication skills, with the ability to present ideas and information clearly

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:
  • 401(k)
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Employee discount
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance
Schedule:
  • Day shift
  • Monday to Friday



Experience:
  • customer service/account management: 5 years (Preferred)
  • Fleet management: 2 years (Preferred)

Willingness to travel:
  • 25% Location: Remote

Example 2

Customer Success Manager

Role Overview:

As a Customer Success Manager at Brian Marketing Group, you will play a pivotal role in ensuring the success of our clients' digital marketing campaigns. Acting as the bridge between our clients and our service team, you will be responsible for translating client requirements into effective marketing strategies and ensuring seamless execution.

Responsibilities:

  • Collaborate with cross-functional teams to execute day-to-day tasks required for delivering world-class digital marketing solutions.
  • Manage multiple client accounts, from smaller projects to complex endeavors, with a focus on meeting or exceeding both team and client expectations.
  • Ensure timely and efficient goal attainment.
  • Effectively communicate project details to team members to align solutions with client campaign requirements.
  • Identify and resolve issues, applying critical thinking and creative problem-solving skills.
  • Maintain open and transparent communication with clients, providing regular updates and progress reports.
  • Translate client requests into effective marketing strategies.

Requirements:

  • 1 year of experience in a similar role
  • Strong interpersonal and communication skills, establishing trust with clients and team members.
  • Exceptional project management abilities, including effective prioritization, multitasking, and meeting deadlines.
  • Fundamental knowledge of the digital marketing landscape, with proficiency in areas such as SEO, PPC, social media, web development, or other digital marketing services.
  • Proactive self-starter with a positive attitude, comfortable working independently and collaboratively.
  • Excellent written, verbal, and listening skills.
  • Demonstrated experience in delegation and task management.
  • Thrives in a fast-paced environment, adept at managing multiple accounts in various stages.
  • A keen eye for aesthetics, ensuring marketing materials are visually appealing.
  • Facilitates seamless information flow with strategy, design, content, and development teams.
  • Manages project progress tracking, updates, analysis, and budgeting where applicable.

Availability:

  • Full-time position
  • In-office work environment

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Schedule:
  • 8 hour shift
  • Monday to Friday



Ability to commute/relocate:
  • West Palm Beach, FL 33404: Reliably commute or planning to relocate before starting work (Required)

Experience:
  • Customer service: 1 year Location: In person

Example 3

Have you ever dreamed of being a part of a Tech Startup? Here at Craftable, we create best-in-class technology for world-renowned bars and restaurants. We started in Silicon Valley and have brought the best to Texas for a warm southern twist!

We are looking for techie food lovers who are ready to work hard and take their career to the next level. Our fun and challenging culture will encourage you to think creatively, solve problems, and take initiative. If you have the skills we need and could be the peanut butter to our jelly, then we want to meet you!

Your Day as a Craftable s Customer Success Manager

You will be responsible for offering new and existing Craftable customers with a high-touch customer experience, performing account management, integrations and training. You will work collaboratively with our Customer Success team to continue building informational documents and internal training materials.



Your Role in Action
  • Scheduling and leading new enterprise customer implementations
  • Establish a trusted/strategic advisor relationship with your customers
  • Working with your accounts to grow their usage and product adoption
  • Engage closely with key customer contacts
  • Advocate for your customers internally as you work cross-functionally with Sales, Development, and QA teams
  • Provide customized communication and training content for each customer during and after implementations
  • Identify expansion opportunities and partner with Sales to successfully seize these opportunities
  • Monitor and achieve group KPIs and metrics











What You Bring to the Table
  • Mastery in providing unquestionably amazing service to your accounts
  • Intrinsic drive for success
  • Top-shelf problem solving skills
  • Strong presentation, meeting facilitation, organizational and written communication skills
  • 2-3 years experience in customer success, account management, consulting, solutions engineering or related field
  • Exceptional communications skills
  • Experience in hospitality industry a plus
  • Must be located in SF Bay Area or Dallas within commuting distance to our office











Your Benefits
  • Medical, vision, dental insurance
  • Unlimited PTO
  • Competitive salary
  • Vibrant company culture with frequent team building events
  • Fast paced learning environment with significant availability for new opportunities to grow






Bring us your fondness for food service, your commitment to cocktails, and your penchant for problem-solving and help smooth the icing for everyone in the industry by applying now!

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
Schedule:
  • 8 hour shift
  • Monday to Friday



Ability to commute/relocate:
  • Farmers Branch, TX 75244: Reliably commute or planning to relocate before starting work (Required)

Experience:
  • Customer service: 2 years Location: In person

Example 4

Dennis Uniform Job Description

Job Title: Customer Success Manager (CSM)

Job Location: Orlando, Florida

Reports To: Regional Vice President of Customer Success

Status: Salaried, Full Time

Objective

This position is to manage staff, sales operations in the retail branch, as well as school partnerships. This position is to ensure that our all customers receive the highest-level of service.

Supervision Received/Responsibility

This position reports to the Regional Vice President of Customer Success, supervises the branch staff both full time and seasonal.

Position Overview

  • Develop strategies to improve customer service, drive store sales, and increase profitability
  • Ensure customer needs are met, complaints are resolved, and service is quick and efficient
  • Work closely with National Customer Service and ensure any issues that arise are resolved
  • Complete responsibility for account relationships including (but not limited to) Account Review

Meetings; follow through on all requests by accounts, ensure smart clean programs.

  • Build and maintain a positive branch environment to ensure outstanding customer service
  • Supervises operations and staff as directed by the RVP of sales
  • Motivate staff through working example and ensure best practices are always followed
  • Forecast staffing needs, recruit, train, and schedule for retail and warehouse operations
  • Continually learn and share product knowledge
  • Ensures all order fulfillment operations are efficient and staff is trained
  • Ensure all products and displays are merchandised effectively to maximize sales and profitability
  • Ensure facility maintenance
  • Responsible for all administrative functions
  • Ensure all account relationships are being supported with the highest level of attention and timely follow through on all aspects of account management
  • Build and maintain account programs that are providing the best selection of products to ensure account satisfaction and company profitability
  • Ensure staff adheres to dress code
  • Ensure all staff is trained to meet the requirements of their job description
  • Following proper banking procedures with deposits

Position Requirements

  • Exceptionally friendly and positive attitude
  • English literacy, verbal and written (bilingual applicants are encouraged to apply)
  • Professional Business written and verbal communication skills a must
  • Strong organizational skills and an ability to work under pressure a must
  • Strong commitment to meeting goals and deadlines
  • Ability to multitask and work cross functionally
  • Microsoft Office software proficiency, including Word, Excel, & Outlook
  • Ability to operate and run efficiently all Dennis computer systems (CRM, Intranet, POS, ICS, email, UPS, DU 467, Dennis Website, etc.)

Education and Experience

  • Minimum 4+ years retail management experience
  • Account Management experience preferred
  • High School Diploma or G.E.D.

Working Conditions

  • Ability to stand for long periods (3-4 hours at a time), bend and lift 40 lbs, and work on ladders
  • Ability to occasionally respond to outside of business hours phone inquiries (store key holder)
  • Must be able to work extended hours during peak season (July September)
  • Must be willing to work overtime and cover additional shifts, if necessary, to ensure proper staffing of the store
  • Must be willing to dress in a professional manner in order to properly represent Dennis to all customers and school accounts
  • Must be willing to use your personal vehicle to travel to accounts if needed, reimbursement @ current

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
Schedule:
  • Day shift
  • Monday to Friday
  • Weekends as needed



Ability to commute/relocate:
  • Orlando, FL 32810: Reliably commute or planning to relocate before starting work (Required)

Experience:
  • Customer service: 1 year Location: In person

Example 5

About us

At Dollar Fulfillment, we are customer-centric, collaborative, and fast-paced. Our goal is to to provide our customers with satisfaction one shipment at a time, giving them ease of mind and more free time.

Our work environment includes:

  • Company perks
  • Flexible working hours
  • Relaxed atmosphere
  • Regular social events
  • Growth opportunities


Position Description:Dollar Fulfillment is a rapidly growing third-party fulfillment company (3PL) for e-commerce brands with facilities in Tennessee, Idaho, and North Carolina. We are seeking to add an attentive, experienced Customer Success Manager to our team. Our goal is to offer an unrivaled customer experience, so we are looking for someone who will go above and beyond for our clients when they need help and take a proactive approach to supporting them before problems arise. The ideal candidate is personable, detail-oriented, and has an extensive technical knowledge of warehouse management systems (WMS). A ShipHero expert will definitely catch our attention. This is a remote position and requires no external sales.



Responsibilities:

  • Own the client experience of our customer base from day 1, being a strategic growth partner and problem solving resource to support their long-term goals.
  • Serve as the primary point of contact for all customer inquiries and needs.
  • Engage with clients proactively to develop and maintain authentic, positive relationships, foster a best-in-class customer experience, and drive retention.
  • Gather and apply data-driven insights from customer feedback to support continuous improvement of the customer experience, seeking new ways for us to support our customers.
  • Collaborate cross-functionally with our sales, warehouse operations, and finance teams to optimize the customer experience, develop/support strategic marketing plans, and ensure KPIs are being met.
  • Work with our finance team to identify and resolve billing disputes.
  • Maintain accurate client records, keeping track of any contract updates and renewals.
  • Assess customers goals and recommend appropriate services as needed, ensuring that each client is getting the ideal suite of services for their unique needs.
  • Leverage a deep understanding of the technical aspects of our WMS to find solutions to customer needs and improve overall customer experience.
  • Supervise and direct the work of other client service representatives.




Work Environment:

  • This is a remote position, *but may require occasional visits to our offices or warehouse facilities.
  • This position is open to applicants residing in TN, ID, NC, MO, or MDonly
  • This is a full-time position.
  • The customer success manager works in a home office environment.




Required Skills & Abilities:

  • Superb written/verbal communication and interpersonal skills
  • Thoroughness and exceptional attention to detail
  • Excellent time management skills, organizational skills, and the ability to effectively manage and prioritize multiple competing tasks
  • Deep, technical understanding of warehouse management systems such as ShipHero
  • Proficiency with Microsoft Office, Google Workspace, Salesforce, and other common office or CRM software
  • Self-driven, seeking out new opportunities to improve our service offerings and customer experience without external direction
  • Strong general business acumen with a sense of strategic vision
  • Data-driven with strong analytical skills
  • Reliable home internet and phone service and access to a workspace free of distractions




Qualifications:

  • Bachelor s degree in business administration or other related field preferred
  • 3+ of experience in customer success, account management, or similar roles, with experience in the warehousing, distribution, and logistics industry strongly preferred
  • Expert-level competency with at least one warehouse management system (WMS) required, ShipHero experience strongly preferred




Compensation & Benefits:

  • Competitive salary commensurate with experience
  • Work from home
  • Flexible schedule
  • Health, vision, and dental benefits
  • 401(k) with 4% company match
  • 2 weeks of paid vacation per year
  • Paid holidays and sick leave

Job Type: Full-time

Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Paid training
  • Vision insurance
  • Work from home
Schedule:
  • 8 hour shift
  • Monday to Friday
Supplemental pay types:
  • Bonus opportunities



Application Question(s):
  • This is a remote role open to residents of the US states of Tennessee, Idaho, North Carolina, Missouri, or Maryland only. Do you reside in one of these states?

Education:
  • Bachelor's (Preferred)

Experience:
  • Customer service: 3 years (Required)

Willingness to travel:
  • 25% Location: Remote

Example 6

What is Invelo?
Invelo is a startup SAAS platform used by real estate professionals. The company was formed from its sister company, Open Letter Marketing (OLM), one of the most respected direct-to-seller marketing companies within the real estate investment industry.

Invelo was created to fill a critical void in the real estate industry, which combines an intelligent CRM with a full marketing engine, education, and community. We have developed strong partnerships in the industry and we are on a rapid growth path.

Unique Opportunity
As an early-stage company, Invelo provides an incredible opportunity for employees to directly impact the growth of the business. Employees will help develop the fundamental building blocks of the business and contribute to the organization's vision through creativity, desire, and scrappiness.

Job Description
The Customer Success Manager is an essential role at Invelo and is responsible for developing and executing nearly every aspect of customer success. This position will work closely with customers at all stages of their life-cycle, from implementation and initial value to renewals and expansions. This includes user onboarding, adoption, training, and support. The Customer Success Manager functions as our customers trusted advisor and bridges the gap between the solution that Invelo is building and the challenges real estate investors face. Additionally, the CSM will support in scaling our customer success team.

This role reports directly to the Senior Customer Success Manager and is the voice of the customer within Invelo, providing feedback from our customers to our product team, ensuring timely issue resolution and value add features.

You Will

  • Manage the onboarding process for customers to drive adoption and expansion of the Invelo platform
  • Develop best practice materials and pre-configured implementations for client setup
  • Ensure customer retention through proactive customer service and demonstrable value of Invelo
  • Increase company revenue through identifying and developing opportunities to upsell with customers, e.g. offering professional services
  • Develop and maintain long-term business relationships with real estate professionals to drive advocacy
  • Provide high levels of support via online chat and virtual meetings to ensure customers have the optimal experience
  • Provide first line application support as required
  • Collect customer requirements and feedback to relay to the product and engineering team
  • Work to achieve optimal customer health and log all relevant data points to assist in reporting and forecasting
  • Help organise online events to drive customer loyalty and adoption
  • Showcase newly released features, maximize the usage of relevant features and highlight product roadmap when needed
  • Understand customer and system problems, and provide solutions to the customers
  • Support ongoing projects to identify the right tools and processes for customer success as an organization, providing original thought and suggestions
  • Support fellow team members to develop and work together to provide the ultimate customer experience

Requirements

  • 4+ years of prior experience in customer facing roles
  • 2+ years as Customer Success Manager, or account manager working with a technology solution
  • Experience providing customer onboarding, adoption and renewals in high volumes
  • Proven ability to manage and prioritize across multiple complex customer journeys at once
  • Be commercially aware or business minded (sales experience is beneficial)
  • Strong written and verbal communication skills, including presentation skills
  • Numeracy literate, good with data and analytics
  • Must have excellent time management and organizational skills
  • Be reliable and have strict adherence to deadlines
  • Ability and desire to work in a respectful, transparent, and collaborative way
  • Self-motivated and a drive to be the best
  • Adaptable to rapid growth and change
  • Nice to have: industry knowledge and experience in real estate investing
  • Positive and upbeat personality! We all love what we do at Invelo and are looking for the perfect team fit

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
Schedule:
  • Monday to Friday

Application Question(s):
  • Why are you interested in applying for this position?
  • Using Loom (or a similar tool), record a 2-3 minute video where you explain how to complete a simple task in a software application of your choice.
  • Tell me about a time when you had to deescalate an unsatisfied customer.

Experience:
  • SAAS: 2 years (Required)
  • customer success: 3 years Location: One location

Example 7

JobTread

Customer Success Manager

JobTread is actively seeking passionate individuals to join our expanding Customer Success Team in the role of Customer Success Manager. We are in search of candidates who possess previous work experience or expertise in the construction industry and/or construction management software.As a Customer Success Manager, you will play a crucial role in fostering a constructive and supportive connection with our ever-growing client base.

Strong Customer Success Managers demonstrate high technical aptitude, are friendly and approachable, and show a willingness to go above and beyond to meet customer needs. Through excellent verbal and written communication skills, this position will focus on retaining customers and ensuring their satisfaction with the JobTread software. This position offers a unique opportunity to join a rapidly growing company in an entrepreneurial, team-based environment.

Responsibilities
  • Manage a portfolio of 500+ unique customers
  • Become a JobTread product expert and quickly learn ongoing product updates
  • Conduct online product trainings via Zoom
  • Perform ongoing assessment & outreach to ensure customer success
  • Provide consultative feedback to improve customer workflows
  • Contribute to product knowledge base & video library
  • Record and manage all customer activities in Salesforce
  • Work closely with the Development Team to identify and communicate product issues and development requests

Ideal Candidates
  • Bachelor’s Degree or equivalent experience preferred
  • 1-2+ years customer success or account management experience at a SaaS or software company preferred
  • Prior work experience or knowledge of the construction industry is a MUST
  • Experience with productivity tools like Salesforce, Slack, etc also a plus
  • Ambitious, resourceful, adaptable, entrepreneurial spirit, and creative problem solver
  • Strong attention to detail, positive attitude, and a clear communicator
  • Thrive in a dynamic, collaborative environment with a passion for achieving results
  • You see problems coming and get in front of them; you follow up and gets things done
  • Organized, thorough, efficient, and complete tasks appropriately in a timely manner
  • Ability to manage multiple projects simultaneously
  • Great with first impressions and can engage a range of customers from individual business owners to C-level executives and everything in between
  • Can be flexible with after-hours work on occasion for specific customer needs

Perks
  • Join a small, growing team as an early team member.
  • Upward career mobility at a high-growth startup.
  • Make an impact and advance your career development.
  • Opportunity to become an innovator and solve real-world problems for construction.
  • Creative and entrepreneurial working environment
  • Work every day with successful, smart, and highly motivated people.
  • Electronic standing/sitting desks with top of the line secondary monitors.
  • Weekly Team Lunch, Happy Hours, and other team events.
  • Casual dress code.
  • Flexible schedule.

Benefits
  • Dental, health, and vision insurance
  • Paid training
  • Travel reimbursement
  • Vacation and other Paid Time Off

*About JobTread

JobTread provides end-to-end construction management software that helps construction businesses manage all of their processes, from pre-construction through to project completion.

Our full suite of features includes everything construction businesses need to manage their jobs, team members, documents, photos, customers, vendors, and sub-contractors all in one place. And our budget-first approach creates financial transparency at every stage of a project. Get organized, complete your projects on time, and increase your profits with JobTread.

JobTread’s mission is to leverage technology to create more profitable construction companies. Come be a part of the fun and challenging environment at our headquarters conveniently located in Dallas, TX right off Interstate 635 & Coit Rd.

Job Type: Full-time

Pay: $75,000.00 - $90,000.00 per year

Benefits:
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance
Compensation package:
  • Bonus opportunities
Schedule:
  • Monday to Friday



Ability to Relocate:
  • Dallas, TX: Relocate before starting work Location: In person

Example 8

About Solutions by Text

Solutions by Text (SBT) was founded in 2008 with the mission to deliver impactful conversational messaging and convenient payment partner solutions that are rich, real-time and compliant. Built on hard-earned trust and SMS industry best practices, the company is the only compliance-first provider of enterprise texting solutions in the market. More than 1400 consumer finance organizations, including leading brands in auto finance, banking and lending, trust SBT to ensure convenient, effective and compliant relationships with their millions of consumers. SBT is headquartered in Dallas, TX with remote teams and offices around the US and in Bangalore, India. For more information, visit [website]

Game-changing Technology Built for Growth

Solutions By Text (SBT) has changed the way businesses communicate and transact with their customers via mobile devices. Since adding its first client, SBT has quickly become the leading compliant text provider to consumer finance companies and various other regulated industries. Recognized as an Inc 5000 fastest growing companies, SBT continues to grow and expand through the addition of great employees who desire a growth culture.

Mission for this Role

Solutions By Text is passionate about its customers so we re seeking a Senior Customer Success Manager (CSM) to join our rapidly expanding team. As a Senior CSM, you will engage with our large customers to build deep understanding of their business and promote mutual success plans. Your goal will be to foster long-term relationships and consult on strategies that increase customer retention, renewals, and expansion. You will be responsible for the customer s overall experience and success, including planning, customer health, adoption, and impact.

Responsibilities

Job Specific Duties

  • Act as the central point of contact for large customerson a day-to-day basis
  • Develop and manage account plans.
  • Respond to customer inquiries.
  • Develop customer relationships within the account to achieve customer goals and grow assigned portfolio revenue.
  • Drive adoption of SBT solutions.
  • Leverage data and insights to support customer goals and show value.
  • Champion innovation by sharing best practices and thought leadership to help customers maximize the value of SBT solutions.
  • Obsess about customer satisfaction, delivering an exceptional customer experience.
  • Monitor customer health. Identify customer risks and develop mitigation plans.
  • Leverage SBT leadership to build connections with key customer stakeholders.
  • Maintain accurate records of all customer interactions and action items.
  • Be an advocate for the customer within SBT.
  • Participate in initiatives to ensure we are working efficiently and effectively to support our customers success.

Compliance Duties

The Customer Success Manager will be a key supporter of compliant texting. Including:

  • Identify non-conforming processes or services.
  • Promote best practices in compliance with customers.
  • Stay current on industry regulations including FDCPA, TCPA, CTIA and other industry-related requirements.
  • Adhere to the Company's Code of Conduct/Ethics.
  • Ensure the security of information.

Competencies and Experience

  • 5+ years of applicable experience in a Customer Success/Relationship Manager position.
  • Passion for driving customer success and measurable business outcomes.
  • Demonstrated ability to articulate SBT s business value.
  • Ability to prioritize tasks and initiatives in a fast-paced environment.
  • Ability to listen and collaboratively problem-solve.
  • Strong communication skills. Comfortable setting expectations and goal setting as well as navigating conflict.
  • Applicable experience building strong relationships.
  • Consultative and client centric experience.
  • Driven and competitive with a strong desire to overachieve.
  • Curious, coachable, and a willingness to lea
  • Projects a professional and appropriate image in all dealings with colleagues, clients, vendors, business partners and visitors.
  • Passion for increasing customer happiness and deepening customer relationships.
  • Ability to multi-task, prioritize, and manage time effectively
  • Excel skills
  • BA/BS preferred or similar experience
  • SaaS/Consumer finance experience a bonus

Solutions By Text is committed to promoting the values of diversity and inclusion throughout the business. Whether it is through recruitment, retention, career progression or training and development, we are committed to improving opportunities for people regardless of their background or circumstances.

Job Type: Full-time

Pay: $90,000.00 - $100,000.00 per year

Schedule:
  • Monday to Friday



Experience:
  • working within the texting technology space: 5 years Location: Remote

Example 9

Role:Senior Customer Success Manager Remote

Company Overview

Sylogist provides mission-critical ERP and CRM solutions, including fund accounting, case management, grant management and payroll, to public service organizations. Sylogist's customers include all levels of government, non-profit organizations, nongovernmental organizations, and educational institutions, as well as public compliance driven and funded companies.

Our team is collaborative, enthusiastic and delivers on our promises. If you want to apply your skills to improve trusted technology that supports over 2000 customers around the world, then let s talk! To learn more, check out our careers page at [website]

Position Overview

Sylogist develops and delivers comprehensive, cloud ERP solutions for nonprofits (NPO) and international non- governmental organizations (NGO) and is a Gold ERP and ISV vendor and a development partner for Microsoft.

Sylogist has an exciting opportunity for a Sr. Customer Success Manager. This person will participate as a collaborative member of the Customer Success team and would be responsible for proactive communication with our medium to large enterprise customers, including facilitating on-premise customer transitions to our cloud solutions, annual renewals, and add-on license sales and professional service opportunities. This very important position also requires the successful candidate to be knowledgeable about our software solutions so they can advocate on behalf of the customers for feature-rich, easy-to-use product advancements. This position is not required to work out of one of our offices, therefore, the candidate must also ensure compliance with our home-office environment requirements.

Responsibilities Include:

  • Manage, support, and service the assigned set of accounts with focus on customer retention, opportunities to increase wallet share, and identifying ways to increase overall customer satisfaction and engagement.
  • Seek out opportunities to increase customer satisfaction and strengthen customer relationships.
  • Identify opportunities for migration to Cloud and collaborate cross-functionally to define and execute on a supporting plan.
  • Manage annual renewals providing the customer with both quantitative and qualitative proof of value.
  • Identify opportunities for increased value-add for customers and manage the corresponding administrative activities related to e creation and full sales cycle management.
  • Identify professional service opportunities and create work order projects in CRM for our Customer Care team to estimate.
  • Partner with internal stakeholders including Sales, Customer Care, Product, and Accounting to ensure a great end-to-end customer experience.
  • Keep updated on trends and key performance indicators impacting customers in our key markets and share that information and any related recommendations with leadership.
  • Share market feedback and best practices with internal teams, including the documentation of business requirements and supporting user stories to support the business case for product enhancements.
  • Maintain all account interactions in CRM.

Desired Knowledge, Skills and Experience Include:

  • A bachelor s degree is preferred and a minimum of 10 years experience in customer account management and/or business development experience with medium to large enterprise customers with a high level of accountability.
  • Knowledge of nonprofit markets along with experience with Serenic Navigator and/or Microsoft Dynamics BC/NAV a plus.
  • Analytical and process-oriented mindset, coupled with excellent communication (written/verbal) and presentation skills; ability to work well under pressure, manage multiple tasks in a fast-moving environment, and comfortable working with C-suite executives in a customer organization.
  • Highly organized, self-driven and eager to provide a superior customer success experience with a desire to delight customers.
  • Microsoft Office skills, especially Microsoft Excel and PowerPoint, are required. Knowledge of MS CRM is a plus.
  • Some travel is required.

What we look for in you

  • You like to have fun!
  • You have a positively great attitude.
  • You have a broad set of technical skills.
  • You want to be a creator.
  • You know you don t have all the answers but have a deep desire to learn everything.
  • You have strong leadership skills; people want to work with you.
  • You are an intuitive problem solver.
  • You are proactive, take initiative and thrive in a fast-paced, empowered work environment.

Sylogist is headquartered in Calgary, Alberta, Canada with regional offices in Barrie, Ontario, Canada, Atlanta, Georgia, Littleton, Colorado, Washington, DC and Shawnee, Oklahoma in the United States of America and Oxford, Oxfordshire in the United Kingdom.

Interested candidates should send their resume, references, and compensation expectations.

All candidates must provide proper employment documentation showing immediate eligibility to work in Canada or US. Sylogist does not offer sponsorships.

Sylogist is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Type: Full-time

Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
Schedule:
  • 8 hour shift
  • Monday to Friday

Experience:
  • Customer service: 8 years (Preferred)

Work Remote

Example 10

Job description:

Carepak Pharmacy is seeking a responsible and ambitious Customer Success Manager/Pharmacy Technician/Care Coordinator to join our growing team!

This position has a tremendous opportunity for growth and advancement opportunity in a great working environment.

Carepak Pharmacy is designed to help patients with complex medical conditions and limited mobility. We provide coordinated and comprehensive medication management service to make a positive difference in all our patients' health and lifestyle.

Our Customer Success Manager will be responsible for introducing our services to medically complex patients and help them getting started on our services.

While performing these responsibilities, our technicians communicate with our patients to ensure optimal patient satisfaction and outcomes.

Pay: (depending on the role and experience)

People with sales experiences with no healthcare background are also welcomed !

With 3 years or more experience in Pharmacy or Healthcare setting:

$25-$30/hour + possible commission

With 1 to 3 years of experience in Pharmacy or Healthcare setting:

$20-$25/hour + possible commission

With less than one year or no experience in Pharmacy or Healthcare setting:

$15-$20 + possible commission

Required Qualifications:
  • Must be 18+ years of age, High School Diploma/GED
  • Must be fluent in both English AND Spanish
  • Subject to background check/drug test
  • Excellent interpersonal and computer skills

Preferred Qualifications:
  • Prior experience working in a pharmacy/healthcare environment
  • Pharmacy Technician license or certification (not required but must be committed to registering with the NJ Board of Pharmacy and obtaining a pharmacy technician certification (CPhT) within a year of employment)
  • Comfortable working in a fast-paced environment

Benefits:
  • Competitive wage
  • 401(k) non-elective contribution
  • PTO
  • Excellent work environment and warm atmosphere

Come join our team!

Job Types: Full-time, Part-time, Contract

Pay: $25.00 - $30.00 per hour

Benefits:
  • 401(k)
  • 401(k) matching
  • Flexible schedule
  • Paid time off
  • Retirement plan
Schedule:
  • 8 hour shift
Supplemental Pay:
  • Commission pay

Education:
  • High school or equivalent (Required)

Language:
  • Spanish (Required)
  • English (Required)

Shift availability:
  • Day Shift Location: One location

Example 11

Customer Success Manager

Contract Logix is seeking a Customer Success Manager to join our growing Customer Success Team. This candidate will be an experienced professional with expertise in building client relationships, servicing and selling to customers with the ability to establish the new, foster the old, and handle the unique.

The ideal candidate is one who has experience with web-based technologies, passionate about solving customer needs, simple and effective communications skills via phone and email, and able to set customer expectations which help set the mood for customer retention. Additionally, this candidate should have the ability to learn new technologies and communicate those concepts to customers with varying degrees of technical expertise. As the voice of the customer, you will also work closely with the CS team, Sales, Product and Technology promoting a Customer Centric culture within Contract Logix.

Responsibilities include:
  • The primary point of contact throughout the customer lifecycle, developing relationships with key stakeholders and maintaining a focus on driving business value from onboarding through renewal.
  • Regularly monitored platform usage and proactively contacted clients whose usage dipped to ensure the health of the relationship.
  • Utilized CRM to keep track of key account data, opportunities, logging calls and relevant notes.
  • Lead customer training sessions as part of onboarding and ongoing product adoption.
  • Act as a communications liaison between Technical Support, Customer Success and Customers.
  • Promote customer satisfaction and loyalty by demonstrating an understanding of their business needs and helping them achieve their objectives using Contract Logix solutions.
  • Educate customers on the use and benefits of Contract Logix solutions.
  • Provide customers with information and assistance regarding product updates and new features.

Qualifications:
  • 2+ years in a Customer Facing role in a SaaS B2B company
  • Experience working with brand image and promoting value through customer experience
  • Exceptional ability to communicate and foster positive business relationships
  • Technical skills required, as they relate for the use of the product to service to be solid
  • Accountability and personal organization are essential
  • Experience analyzing and optimizing the existing processes in the Customer Success department
  • Deep understanding of customers concerns and thoughts regarding the use of products, and the ability to troubleshoot as needed
  • Experience with HubSpot and JIRA is a plus
  • Passion for learning new technology and evangelizing to others

About Contract Logix

Contract Logix is a longtime leader, innovator, and provider of intelligent contract lifecycle management software. The company's software empowers legal, administration, IT, procurement, finance, and sales professionals across dozens of industries to draft, negotiate, approve, execute, and manage their contracts. Hundreds of brands have partnered with Contract Logix to automate their contracting processes while minimizing risk, increasing compliance, and driving profitability.

For more information about Contract Logix, visit [website] and follow us on LinkedIn.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:
  • 401(k)
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
Schedule:
  • Monday to Location: One location

Example 12

City: Dallas

Job area: Sales

Job field: Sales

Seniority Level: Entry level

Date: Dec 16, 2021

HRS reinvents how businesses Work, Stay and Pay. Counting more than 5.000 corporations and 40% of Fortune 500 companies in our customer base, HRS has emerged to the most trusted platform of digital software solutions in business travel hospitality worldwide.
The HRS platform is composed of three engines that each optimize one core building block along the corporate hospitality supply chain: Intelligent Procurement, Smart Booking and Invisible Payment. Through the integration of those engines into one large data-driven platform approach, our Lodging-as-a-Service value proposition enhances satisfaction of corporate employees and travelers, delivers the highest grade of process automation for corporate stakeholders and ensures strongest compliance end-to-end.

We are looking for a Dallas based Customer Success Manager (m/f/d) that thrives in a fast past and aggressively growing company. The successful candidate will play a fundamental role in implementation, support and creating long-term, trusting relationships with our customers. This is a great opportunity for someone who loves technology and interacting with people.

Your challenge

  • Take responsibility in setting the foundation for results-driven successes with new and existing clients i.e., client roll-out' and activation
  • Work in close collaboration with the account owners to provide essential support to the accounts in order to boost usage and customer satisfaction
  • Reach out proactively to customers to discuss and implement additional improvement ideas based on customer data analysis
  • Be part of a back-office team that provides customer service and support to local and global customers
  • Take ownership for all support activities, e.g., link creation and management, rate loading, reporting, customer complaints and inquiries
  • Customer training of the full range of HRS system functionality

For this exciting mission you are equipped with...
  • Several years experience in the B2B industry
  • Proficiency working with new tools and technology
  • Good knowledge of MS Office (Excel, Word, Powerpoint, Outlook)
  • Demonstrated ability to prioritize and focus on achieving a variety of tasks and performance metrics
  • Strong orientation on task completion, results and strategic goals
  • Excellent communication skills, both on the phone and in writing
  • Ability to work under pressure
  • Fluency in English, spoken and written (Other languages a plus)

Your perspective
You get access to a global network of a globally united and mutually responsible Tribe of Intrapreneurs that is passionately dedicated to renew the travel industry and while doing so reinvent the ways how businesses stay, work and pay. Our entrepreneurial driven environment of full ownership and execution focus offers you the playground to contribute to a greater mission, while growing personally and professionally throughout this unique journey. You will continuously learn from a radical culture of retrospectives and continuous improvement and actively contribute to making business life better, smarter and more sustainable.

The small print want to know more?
Our global company is located in more than 30 locations in all continents and we inspire more than 850 employees every day. To fuel our international growth we are always looking for passionate experts who have a strong team-spirit and will take on the challenge to pioneer the international B2B travel Industry.

Interested? Have a look at all of our company benefits.
Let s make it happen become part of the HRS Group Team.
Find out more about the HRS Group brands and its segments:
HRS Smarttrip DS Destination Solution HRS Group HRS Global Hotel Solution

Req ID: 11881

#LI-KW2

Job Segment:Customer Type: Full-time

Example 13

[As of June 2020,Quora has become a &;remote-first&; company. *This position can be performed remotely from anywhere in the United States or Canada, regardless of any location that might be specified above.]

About Quora:
The vast majority of human knowledge is still not on the internet. Most of it is trapped in the form of personal experience in people's heads, or buried in books and research papers that only experts can access. More than a billion people use the internet, yet only a tiny fraction contribute their knowledge to it. We want to democratize access to knowledge of all kinds - from politics to painting, cooking to coding, etymology to experiences - so if someone out there knows something, anyone else can learn it. Our mission is to share and grow the world's knowledge, and we're building a world-class team to help us achieve this mission.

About the Team:
The Quora Ads Partnerships team is responsible for building strong relationships with advertising partners across the globe. Specifically, we aim to connect brands and agencies to our 300M monthly unique visitors in a way that delivers meaningful business outcomes. The team is laser-focused on providing exceptional customer service and building the foundation for long-term partnerships between brands and Quora. We're building a world-class sales organization, and the road ahead is going to be very exciting.

About the Role:
As a Customer Success Manager at Quora, you'll be responsible for building strong relationships and scaling our current advertising partners across our self-service ads platform. You will serve as the main point of contact post-sales and partner with an Account Executive to grow your book of business over time. You'll also be responsible for providing market feedback to cross-functional peers to drive ads product development and business marketing activities. The ideal candidate will be highly analytical, self-motivated and resourceful, and have high emotional intelligence.

Responsibilities:

  • Retain and grow revenue with our largest partners
  • Leverage data, insights, and measurement to help advertisers achieve their marketing objectives
  • Build and maintain strong relationships with partners' executive, operational, and agency teams while being their internal advocate
  • Deliver on our partners' business goals by turning data into compelling stories and actionable insights
  • Track, analyze, and communicate key quantitative metrics and business trends internally and to partners

Minimum Requirements:
  • Ability to be available for meetings and impromptu communication during Quora's &;coordination hours&; (Mon-Fri: 9am-3pm Pacific Time).Learn why here
  • 3+ years of digital advertising, account management and/or sales experience
  • 2+ years experience translating analytics into media recommendations and optimization strategies
  • Demonstrated understanding of the fundamentals of digital marketing and the broader advertising ecosystem
  • Exemplary active listening, verbal and written communication skills with clients up to the C-level, along with the confidence and tact to respectfully challenge clients on strategic decisions

Preferred Requirements:
  • Passion for Quora's mission and goals
  • Comfortable working with a new product and serving as the main point of contact
  • Previously worked in digital advertising across one of the following industries: B2B, Financial Services, Technology, Professional Services, Health or Entertainment
  • Experience working with a self-serve ads platform and partnering with performance marketers

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
California Consumer Privacy Act (CCPA) Type: Full-time
Our mission

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What does a 344282757customer success manager8.89customer service8.66customer service representative3.27client success manager2.38customer success2.0592496389719221000.0087424.06199000.00YEARLY1870340512025-10-012025-10-312025-09-012025-09-302025-11-05Customer Success Manager do?

Customer Success Managers work for corporations in a variety of industries but are particularly prevalent in the tech industry. Their primary goal is to retain customers by helping them maximize their value from the product or service. Tasked with building relationships with clients, they work closely with clients during the onboarding process to help them fully understand the product. They continue the relationship with clients throughout their contract duration, especially when it’s time to renew contracts. Customer Success Managers walk clients through processes, do demonstrations and provide training resources. They may also inform upper management about recurring issues with products or services.

344282757customer success manager8.89customer service8.66customer service representative3.27client success manager2.38customer success2.0592496389719221000.0087424.06199000.00YEARLY1870340512025-10-012025-10-312025-09-012025-09-302025-11-05Customer Success Manager skills and qualifications

A successful 344282757customer success manager8.89customer service8.66customer service representative3.27client success manager2.38customer success2.0592496389719221000.0087424.06199000.00YEARLY1870340512025-10-012025-10-312025-09-012025-09-302025-11-05Customer Success Manager candidate has various prerequisite skills and qualifications to perform the required duties. Examples of skills and qualifications include:

  • Knowledge of best practices in customer service and retention as well as industry and product knowledge
  • Proficient with applicable software applications
  • Strong written and verbal communication
  • Active listening and the ability to determine what customers need
  • Analytical and problem-solving skills
  • Ability to instruct and educate clients on products and services
  • Leadership and motivational abilities

Customer Success Manager experience requirements

Experience requirements for a quality Customer Success Manager candidate may include previous customer service, sales and technical support positions. You might also look for industry experience, which can help establish the candidate as a trusted advisor. Additionally, if a Customer Success Manager is expected to manage a customer success team, prior supervisory or leadership experience may be desirable.

Customer Success Manager education and training requirements

There isn’t a set education requirement for Customer Success Managers. Companies may look for a bachelor’s degree in business administration or an industry-specific concentration, such as finance or software development. However, others may instead consider skills and proven experience. Additionally, some candidates might set themselves apart by earning the Certified Customer Success Manager credential, which demonstrates their skills in the field.

Customer Success Manager salary expectations

According to Indeed Salaries, the average salary for a Customer Success Manager is $78,079 per year. The average salary and salary distribution ranges vary by industry and location. When determining the salary for a Customer Success Manager in your company, factor in the qualifications and experience of the selected candidate.

Customer Success Manager salary expectations

2025-10-0121000.0087424.06199000.00YEARLY
  • Common salary: 87424.06 YEARLY
  • Typical salaries range from 21000.00 - 199000.00 YEARLY
  • Find more information on Indeed Salaries

*Indeed data – 2025-10-01

Job description samples for similar positions

If a Customer Success Manager isn’t exactly what you’re looking for, below are examples of job descriptions for similar positions:

Customer Success Manager job description FAQs

What is the difference between a Customer Success Manager and an Account Manager?

These positions have different motives when interacting with customers. A Customer Success Manager contacts customers to see how they use their products or services and if they need help to maximize their use. They typically use metrics like churn rate, customer retention cost (CRC) and expansion percentage. Account Managers contact potential and existing customers to tell them about new products or services and persuade them to purchase additional products. They may also contact customers to renew their contract, securing company revenue. Account Managers typically use sales metrics like sales quotas or lead conversion rates.

What are the daily duties of a Customer Success Manager?

On a typical day, a Customer Success Manager starts by checking their email and voicemail to review any missed messages and respond to time-sensitive requests. Most of the day is spent communicating directly with customers over the phone or in person to ask questions about their experience with the company’s products or services. They also give customers advice about purchased products and provide information about new product launches to upsell. They often participate in meetings with upper management and the customer success department to improve processes and enhance product and service offerings.

What qualities make a good Customer Success Manager?

A good Customer Success Manager understands how to connect with clients and develop lasting relationships with them. They’re persuasive and can educate customers on products and services effectively to help them understand the value. Customer Success Managers have excellent interpersonal communication and know how to adjust their communication to speak with upper management, clients and lower-level company employees.

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Three individuals are sitting at a table with a laptop, a disposable coffee cup, notebooks, and a phone visible. Two are facing each other, while the third’s back is to the camera. The setting appears to be a bright room with large windows.

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