Job Description
About Us
We're on a mission to empower leaders with intelligent technology that helps unlock the full potential of every employee while driving company performance. Our innovative platform integrates seamlessly with CRMs, proactively identifying patterns of successful behaviors, pinpointing opportunities for improvement, and offering managers actionable recommendations. These tools empower teams to close more deals—faster and with greater loyalty—while fostering a culture of continuous development and success.
Position Details
Job Type: Full-Time, Permanent
Level: Mid-Level
Location: Remote (United States Only) or Hybrid (Putnam, CT Office)
Compensation: Based on experience
Position Overview
We're searching for a founding Customer Success Manager (CSM) who thrives in a dynamic, fast-paced environment. As a key player in shaping our customer success initiatives, you'll lead the customer journey from onboarding to retention while managing timelines and workflows. This hybrid role merges strategic customer success management with hands-on project coordination to deliver an exceptional customer experience. If you're passionate about optimizing customer outcomes using data-driven insights and have experience in CRM, Sales Engagement, or Call Intelligence, this role is for you.
Key Objectives
Guide the Customer Journey: Manage every stage of the customer lifecycle—from onboarding to ongoing engagement—ensuring seamless transitions and outstanding experiences.
Serve as a Trusted Advisor: Build strong relationships with stakeholders, positioning yourself as a strategic partner to maximize the value they gain from our platform.
Shape Success Strategies: Develop and refine frameworks, processes, and resources that enhance customer outcomes and satisfaction.
Bridge Communication Gaps: Act as the key liaison between customers and internal teams, ensuring alignment, resolving challenges, and incorporating feedback.
Analyze and Optimize: Track key success metrics and use data to inform strategies, improve processes, and enhance customer engagement.
What You'll Do
Account Management: Be the primary point of contact for assigned customers, fostering trust and loyalty through proactive communication and problem-solving.
Project Leadership: Oversee implementation timelines, coordinate resources, and ensure projects are delivered on time with measurable results.
Cross-Functional Collaboration: Partner with teams across the organization—such as engineering and support—to ensure smooth implementation and high-value deliverables.
Customer Advocacy: Advocate for customers by identifying pain points, capturing success stories, and sharing insights that shape product improvements.
Drive Community Engagement: Collaborate with sales and marketing teams to promote customer referrals and contribute to building a thriving community.
What We're Looking For
Must-Have:
5+ years of customer success experience in a tech environment, preferably in CRM, Sales Engagement, or Call Intelligence.
Proven ability to excel in start-up or high-growth environments.
Strong communication, project management, and problem-solving skills with a keen eye for detail.
Ability to work collaboratively across teams, aligning efforts to achieve customer success goals.
Analytical mindset with experience using data to drive decisions and refine processes.
Preferred:
Bachelor's degree in a relevant field.
Experience hiring, training, and coaching team members.
Background in designing scalable processes to support customer success initiatives.
Familiarity with customer success platforms or equivalent tools.
Why Join Us?
This is an exciting opportunity to take ownership of a foundational role in a growing company that's redefining how leaders and teams achieve success. If you're driven by delivering meaningful customer outcomes and thrive in a collaborative, innovative environment, we'd love to hear from you!
Employment Type: Full-Time
Salary: $ 49,000.00 136,000.00 Per Year
Job Tags
Permanent employment, Full time,