Customer Success Sales Manager

🏢 Summary: Customer Success Sales Manager role focused on managing and growing existing accounts, generating new business opportunities, and delivering CAD and engineering solutions. The position owns the full sales cycle, leverages HubSpot CRM for pipeline management, and collaborates cross-functionally to ensure long-term customer success. Offers base salary plus commission, remote flexibility, and comprehensive benefits. 🗂️ Requirements: Bachelor's degree in Business, Engineering or related field or equivalent experience, 2–3 years of sales experience including prospecting and closing business, Experience managing full sales cycle, Ability to maintain pipeline and forecasting in CRM, Strong collaboration skills across technical and marketing teams, Experience generating pipeline and closing new business, Experience selling CAD, engineering or manufacturing solutions (preferred), Familiarity with SOLIDWORKS or similar platforms (preferred), Experience using HubSpot CRM (preferred) 📃 Skills: HubSpot, SOLIDWORKS, CAD, CRM, Forecasting, Prospecting, Pipeline, SaaS 🏢 Description: CUSTOMER SUCCESS SALES MANAGER At CADimensions, we believe great sales is about more than closing deals — it's about building trusted partnerships and helping customers solve real challenges. Our Account Managers are at the forefront of that mission, connecting innovative technology with the people who need it most. We're looking for a driven, relationship-focused Customer Success Sales Executive to grow and manage a portfolio of customers, uncover new opportunities, and deliver solutions that create real impact. This role is perfect for someone who is curious, resilient, and motivated by both winning new business and helping customers succeed long-term. WHAT YOU WILL BE DOING: Build and manage strong relationships within a defined set of accounts, serving as a trusted advisor to customers. Prospect and generate new opportunities within existing accounts and targeted prospects. Own the full sales cycle, including identifying opportunities, progressing deals, forecasting, and closing business. Partner closely with customers to understand their needs and align solutions that drive value. Maintain accurate and up-to-date activity, pipeline, and forecasting within HubSpot CRM. Collaborate with internal teams (technical, marketing, and leadership) to deliver a seamless customer experience. Continuously develop product knowledge, including certifications in Dassault Systèmes or other vendor solutions. Stay proactive and persistent in follow-up to ensure opportunities move forward and customers stay engaged. Contribute to team success by sharing insights, best practices, and supporting overall sales initiatives. WHAT YOU NEED TO BE SUCCESSFUL: Bachelor's degree in Business, Engineering, or related field (or equivalent experience) 2–3 years of sales experience, including prospecting and closing business Strong ability to build relationships and earn trust with customers Self-motivated with strong problem-solving and critical thinking skills Excellent communication, organization, and follow-through Ability to collaborate effectively across teams to drive results PREFERRED QUALIFICATIONS: Experience selling CAD, engineering, or manufacturing solutions Familiarity with SOLIDWORKS or similar platforms Experience using HubSpot CRM Proven track record of generating pipeline and closing new business Experience with solution-based or consultative sales approaches PERKS OF WORKING AT CADIMENSIONS Competitive Compensation: $50,000 – $60,000 base salary plus commission Health Benefits: Medical, dental, and vision coverage, including a medical plan option where CADimensions pays 100%. 401(k) with Immediate Matching: Company match available with no waiting period, helping you start building for the future right away. Generous Time Off: Paid time off to recharge that increase every year, plus dedicated paid volunteer time so you can give back to causes that matter to you. Flexibility: Remote work environment with the ability to work where you're most productive. Growth Opportunities: The chance to develop your technical and business systems expertise while working closely with teams across the organization. Great Culture: A collaborative team environment recognized as a Great Place to Work, where people genuinely support each other and enjoy what they do.

🏢 Summary: Customer Success Manager role focused on leading a CSR team, managing customer experience, and overseeing billing and invoicing operations in a high-volume trades call center environment. The position involves improving customer service KPIs, resolving disputes, and collaborating with service and sales teams to ensure seamless customer support. Offers hourly pay, benefits, and growth opportunities within a growing business. 🗂️ Requirements: 3+ years experience in a trades call center, Experience with dock, gate, and overhead door services preferred, 2+ years experience with ServiceTitan preferred, Ability to lead and train CSR teams, Experience managing billing and invoicing processes, Comfortable handling high-volume inbound calls, Strong organizational skills and attention to detail, Ability to monitor and improve call center KPIs 📃 Skills: ServiceTitan, Billing, Invoicing, KPIs, CallCenter, CustomerService, CRM, Collections 🏢 Description: Customer Success Manager Job Description POSITION SUMMARY The Customer Success Manager is responsible for the customer experience and journey, from first contact to billing and invoicing. The CSM leads the Customer Service Representative (CSR) team, ensures prompt and accurate billing and invoicing, and meets all customer service KPIs. This person will work closely with the service and sales team to ensure a seamless customer experience with the business. WHAT YOU'LL DO - Lead a team of CSRs (in-person and virtual) to answer all inbound customer inquiries, training them to respond with a high level of accuracy and speed. - Oversee customer billing & invoicing, ensuring prompt billing and collection of customer receivables in accordance with the established payment guidelines. - Lead by example, which includes working alongside your team, personally answering calls and demonstrating success in all duties of your team as needed. - Monitor all call center key performance indicators (KPIs) and develop training/implementation strategies to improve those KPIs to best-in-class. - Advise the General Manager on marketing campaign performance with specific recommendations for improvement. - Resolve customer disputes in accordance with pre-established guidelines. - Transform and lead a best-in-class dock/gate/door call center. WHAT WE'RE LOOKING FOR - Compassionate leader with a servant attitude and mindset. - Player-coach mentality with willingness to lead by example. - Strong communication skills in person and over the phone. - Comfortable with high-volume inbound calls and wide-ranging product offerings. - 3+ years' experience operating in a trades call center, preferably with dock, gate, and overhead door experience. - Strong bias for action with problem-solving abilities. - Collaborative team-player mindset. - Growth mindset and commitment to continuous improvement. - Strong preference for 2+ years' experience in ServiceTitan. - Clear organizational skills and attention to detail in customer management. WHAT WE OFFER - $25-$35 per hour - Supportive management team with opportunities for internal advancement - Medical, dental, vision, and life insurance - 401(k) with company match - Paid time off and holidays - Excellent work environment in a small but growing business.

🏢 Summary: Lead and scale the Customer Success function by managing Enterprise and Scaled segments, building a unified account health framework, and driving proactive retention through data-driven processes. The role focuses on operationalizing CS playbooks, implementing health scoring systems, and mentoring a high-performing CS team. This is a remote leadership position with comprehensive benefits and growth opportunities. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital CS segments, Experience using CRM, BI tools, or Excel to track account health and predict churn, Ability to design and implement scalable CS processes, tools, or playbooks, Experience managing team performance using KPIs 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, Slack, Automation, DataVisualization 🏢 Description: About the Role As the Manager of Customer Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to our high-volume Scaled segments. Reporting to the Director of Customer Success, you will be the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize our CS operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will lead a supportive, high-trust team and provide the strategic structure needed to turn informal knowledge into repeatable, data-driven playbooks that drive global retention. You Are - You understand that an Enterprise lead needs a different "touch" than a high-volume user, and you know how to build systems for both. - You dive into data to find trends, churn risks, and expansion opportunities. - You can coach a CSM through a high-stakes executive presentation and help optimize an automated email sequence. - You thrive in ambiguous environments and turn messy data into structured processes. You Will - Segment the strategy by defining and iterating engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers. - Develop a standardized Account Health Scoring system across 1,000+ accounts. - Transition informal collaboration into a structured internal knowledge base and formal playbooks. - Use leading indicators to trigger proactive retention efforts. - Manage day-to-day CS team performance using clear KPIs. You Have Must Have: - 2+ years of experience managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Proven experience managing both Enterprise and Scaled/Digital segments. - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on performance. - Ability to design and scale processes, tools, or workflows. - High emotional intelligence and coaching-oriented leadership style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a CS platform (e.g., Gainsight, Vitally, ChurnZero). - Experience with the automotive industry. Interview Process 1. Initial Screen – 30 min 2. Hiring Manager Interview – 60 min 3. Case Study Assessment – 45 min Problem Solving Exercise – 60 min 4. Cross-Functional Interview – 30 min Completion of the Wonderlic Assessment (20–30 min) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH Equipment - Collaborative, high ownership culture - Opportunities for development and career growth

🏢 Summary: Lead and scale a Customer Success team overseeing both high-touch Enterprise and tech-touch Scaled segments, building a unified Account Health framework to drive proactive retention and operational excellence. The role focuses on developing data-driven playbooks, standardized health scoring, and structured processes to improve global customer retention across 1,000+ accounts. This is a remote leadership position combining strategic systems design, analytics, and team performance management. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital (automation-driven) segments, Experience using CRM, BI tools, or Excel for health tracking and churn prediction, Ability to design and implement scalable processes, tools, or workflows, Coaching-oriented leadership and high emotional intelligence 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, Automation, DataVisualization 🏢 Description: About the Role As the Manager of Customer Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified "Account Health" framework that works for every customer, regardless of size. You Will - Segment the Strategy: Define and iterate on engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency. - Build the Health Engine: Develop a standardized Account Health Scoring system to identify risk across a 1,000+ account base. - Operationalize the Knowledge Base: Transition from informal collaboration to a structured internal knowledge base and formal playbooks. - Drive Proactive Retention: Use leading indicators to trigger outreach before customers are at risk. - Mentor & Measure: Manage day-to-day team performance using clear KPIs to drive accountability and professional growth. You Have Must Have: - 2+ years of experience managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Proven experience managing both high-touch Enterprise accounts (QBRs, multi-stakeholder navigation) and Scaled/Digital segments (automation, mass communication). - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on performance. - Ability to design scalable processes and implement tools, workflows, or playbooks. - High emotional intelligence with a coaching-first management style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a Customer Success platform (e.g., Gainsight, Vitally, ChurnZero). - Experience with the automotive industry. Interview Process 1. Initial Screen – 30 minutes 2. Hiring Manager Interview – 60 minutes 3. Case Study Assessment – 45 minutes Problem Solving Exercise – 60 minutes 4. Cross-Functional Interview – 30 minutes Completion of the Wonderlic Assessment (20–30 minutes) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH Equipment - Opportunity to work with modern technology - Collaborative, high-ownership culture - Opportunities for development and career growth

🏢 Summary: Client Success Manager role focused on onboarding, software implementation, client relationship management, and training for healthcare IT software products. The position requires collaboration with clients and internal teams to support integrations, software demos, and long-term account success in an on-site environment. 🗂️ Requirements: 4+ years customer relationship management experience, Ability to translate between IT and business stakeholders, Authorization to work in the U.S. without sponsorship, Strong verbal and email communication skills, Ability to multitask, prioritize, and manage time effectively, On-site availability in Carmel, IN five days a week 📃 Skills: Hubspot, Excel, Word, PowerPoint, SNOMED, LOINC, CPT, ICD-10-CM 🏢 Description: About the Position Clinical Architecture is seeking a Client Success Manager in the Indianapolis, IN area to create a positive experience for clients as they integrate software products. The primary objective of this role is to gain an in-depth understanding of clients' business needs and collaborate to ensure those needs are met through onboarding, software implementation, and training. This position involves learning the software and its capabilities while assisting clients with their initiatives and building long-term relationships. This role is based on-site at the Carmel, IN headquarters five days a week. Flexibility may be offered when needed to support work-life balance and uninterrupted business operations. Applicants must be authorized to work in the U.S. without sponsorship. Responsibilities - Provide a positive client experience by delivering excellent service and engaging with clients throughout the business relationship. - Understand clients' needs and use available resources to identify options and recommend alternatives. - Collaborate closely with the Sales team to support renewals and identify expansion opportunities. - Maintain working knowledge of assigned clients and software products and respond to inquiries efficiently and accurately. - Demonstrate software capabilities, address use cases, implement best practices, and identify system integration opportunities. Qualifications - 4+ years of proven customer relationship management experience required. - Proven ability to translate between IT and business stakeholders to ensure goals are achieved required. - 3+ years of experience in federal contracting and/or account management preferred. - 3+ years of experience in healthcare technology and/or healthcare terminology preferred. - Experience in Business, Informatics, Public Health, Healthcare Policy, or Administration preferred. - Proficiency with MS Word, MS Excel, MS PowerPoint, and familiarity with Hubspot preferred. - Previous project management, project coordination, or project administration experience preferred. - Strong verbal and written communication skills. - Highly motivated to learn new skills. - Ability to multitask, prioritize, and manage time effectively. Benefits - Opportunities for learning, development, and growth. - Experiences that connect employees with colleagues. - Laid-back work environment with thoughtful amenities. - Paid Volunteer Time, Paid Holidays, PTO, and winter break week for full-time team members. - Sabbatical opportunities for tenured team members. - Comprehensive Medical, Dental, Vision, and ancillary insurance options. - Maternity and Parental leave benefits. - Employer-paid short-term and long-term disability. - Health and wellness incentives. - 401k matching.

🏢 Summary: Leadership role overseeing Customer Success Managers across enterprise and scaled segments, focused on building scalable account health frameworks and driving proactive retention. The position blends strategic operations, data-driven decision making, and team mentorship to improve customer outcomes and global retention. Fully remote role with comprehensive benefits and growth opportunities. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise and Scaled/Digital customer segments, Experience conducting QBRs and multi-stakeholder account management, Proficiency using CRM, BI tools, or Excel for health tracking and churn prediction, Experience designing and implementing scalable processes or workflows, Ability to define KPIs and manage team performance, Experience implementing or using Customer Success platforms 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, DataVisualization, Automation, KPI, AccountHealthScoring 🏢 Description: About the Role As the Manager of Customer Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will lead a supportive, high-trust team and provide the strategic structure needed to turn informal knowledge into repeatable, data-driven playbooks that drive global retention. You Will Segment the Strategy: - Define and iterate on the engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency. Build the Health Engine: - Develop a standardized Account Health Scoring system that identifies risk across the entire 1,000+ account base. Operationalize the Knowledge Base: - Transition the team from informal collaboration to a structured internal knowledge base and formal playbooks. Drive Proactive Retention: - Use leading indicators to trigger outreach before a customer is at risk. Mentor & Measure: - Manage the day-to-day performance of the Customer Success team using clear KPIs to drive accountability and professional growth. You Have Must Have: - 2+ years of experience managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Proven experience managing high-touch Enterprise accounts (QBRs, multi-stakeholder navigation) and Scaled/Digital segments (automation, mass communication). - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on team performance. - Ability to design scalable processes and successfully implement new tools, workflows, or playbooks. - High emotional intelligence with a coaching-first management style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a Customer Success platform (e.g., Gainsight, Vitally, ChurnZero). - Experience with the automotive industry. Interview Process 1. Initial Screen – 30 minutes 2. Hiring Manager Interview – 60 minutes 3. Case Study Assessment – 45 minutes Problem Solving Exercise – 60 minutes 4. Cross-Functional Interview – 30 minutes Completion of the Wonderlic Assessment (20–30 minutes) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental, and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH equipment - Collaborative, high ownership culture - Opportunities for development and career growth

🏢 Summary: Lead and scale a Customer Success team overseeing both Enterprise and Scaled segments, building a unified Account Health framework and data-driven retention strategy. The role focuses on operationalizing processes, implementing health scoring systems, and driving proactive, KPI-based performance management. You will bridge high-touch relationship management with digital-first automation to improve global retention. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise and Scaled/Digital customer segments, Experience conducting QBRs and navigating multi-stakeholder accounts, Proficiency using CRM, BI tools, or Excel for health tracking and churn prediction, Experience designing and implementing scalable processes, tools, or playbooks, Ability to define KPIs and manage team performance, Technical literacy with data visualization tools, Experience with Customer Success platforms (e.g., Gainsight, Vitally, ChurnZero) 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, Automation, DataVisualization, KPI, HealthScoring 🏢 Description: About the Role As the Manager of Client Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to our high-volume Scaled segments. Reporting to the Director of Customer Success, you will be the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize our CS operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will lead a supportive, high-trust team and provide the strategic structure needed to turn informal knowledge into repeatable, data-driven playbooks that drive global retention. You Are - You understand that an Enterprise lead needs a different touch than a high-volume user, and you know how to build systems for both. - You dive into data to identify trends, churn risks, and expansion opportunities. - You can coach a CSM through a high-stakes executive presentation and optimize automated email sequences. - You thrive in ambiguous environments and solve messy data and process challenges. You Will - Define and iterate engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers. - Develop a standardized Account Health Scoring system across 1,000+ accounts. - Transition informal collaboration into a structured internal knowledge base and formal playbooks. - Use leading indicators to trigger proactive retention efforts. - Manage day-to-day CS team performance using clear KPIs. You Have Must Have: - 2+ years managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Experience managing Enterprise accounts (QBRs, multi-stakeholder navigation) and Scaled/Digital segments (automation, mass communication). - Experience using CRM, BI tools, or Excel to track health, predict churn, and report performance. - Ability to design scalable processes and implement new tools, workflows, or playbooks. - High emotional intelligence with a coaching-first management style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a Customer Success platform (e.g., Gainsight, Vitally, ChurnZero). - Experience with the automotive industry. We Offer - 100% remote work environment - Medical, Dental and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH Equipment - Chance to work with the latest technology - Collaborative, high ownership culture - Opportunities for development and career growth

🏢 Summary: Leadership role overseeing Customer Success Managers across Enterprise and Scaled segments, focused on building a unified Account Health framework and driving proactive retention. Responsible for segmenting engagement strategies, implementing data-driven health scoring, and operationalizing structured playbooks. Reports to the Director of Customer Success and manages performance through clear KPIs and scalable processes. 🗂️ Requirements: 2+ years managing Customer Success team or 4+ years as Senior/Lead CSM, Experience with high-touch Enterprise accounts and Scaled/Digital segments, Experience using CRM, BI tools, or Excel for health tracking and churn prediction, Proven ability to design and implement scalable processes or workflows, Ability to manage team performance using KPIs, Experience implementing tools, workflows, or playbooks 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, DataVisualization, Automation, EmailMarketing, Slack 🏢 Description: About the Role As the Manager of Client Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified "Account Health" framework that works for every customer, regardless of size. You Will - Define and iterate on engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency - Develop a standardized Account Health Scoring system to identify risk across a 1,000+ account base - Transition the team from informal collaboration to a structured internal knowledge base and formal playbooks - Use leading indicators to trigger proactive outreach and improve retention - Manage day-to-day team performance using clear KPIs to drive accountability and growth Must Have - 2+ years of experience managing a Customer Success team or 4+ years as a Senior/Lead CSM - Experience managing high-touch Enterprise accounts (QBRs, multi-stakeholder navigation) - Experience managing Scaled/Digital segments (automation, mass communication) - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on performance - Ability to design scalable processes and implement new tools, workflows, or playbooks - High emotional intelligence with a coaching-focused management style Nice to Have - Ability to work with advanced data visualization tools - Experience selecting or implementing a Customer Success platform (e.g., Gainsight, Vitally, ChurnZero) - Experience with the automotive industry Interview Process 1. Initial Screen – 30 min 2. Hiring Manager Interview – 60 min 3. Case Study Assessment – 45 min Problem Solving Exercise – 60 min 4. Cross-Functional Interview – 30 min Completion of the Wonderlic Assessment (20–30 min) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental, and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness Stipend - WFH equipment - Collaborative, high-ownership culture - Opportunities for development and career growth

🏢 Summary: Lead and scale a Customer Success team overseeing both Enterprise and high-volume segments, building a unified Account Health framework and data-driven retention strategy. The role focuses on designing scalable processes, implementing health scoring systems, and driving proactive customer engagement. This is a remote leadership position with strong benefits and growth opportunities. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital (tech-touch) accounts, Experience conducting QBRs and navigating multi-stakeholder environments, Proficiency in using CRM, BI tools, or Excel for health tracking and churn prediction, Experience designing and implementing scalable processes, tools, or playbooks, Ability to define KPIs and manage team performance, Completion of Wonderlic Assessment 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, Automation, DataVisualization, Slack 🏢 Description: About the Role As the Manager of Scaled Customer Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize CS operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will lead a supportive, high-trust team and provide the strategic structure needed to turn informal knowledge into repeatable, data-driven playbooks that drive global retention. You Will - Segment the strategy by defining and iterating engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers. - Develop a standardized Account Health Scoring system to identify risk across 1,000+ accounts. - Transition informal collaboration into a structured internal knowledge base and formal playbooks. - Drive proactive retention using leading indicators to trigger outreach before customers are at risk. - Manage day-to-day team performance using clear KPIs to ensure accountability and growth. You Have Must Have: - 2+ years managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Proven experience managing both high-touch Enterprise accounts and Scaled/Digital segments. - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report performance. - Ability to design scalable processes and implement tools, workflows, or playbooks. - High emotional intelligence with a coaching-first management style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a CS platform (e.g., Gainsight, Vitally, ChurnZero). - Experience in the automotive industry. Interview Process 1. Initial Screen – 30 minutes 2. Hiring Manager Interview – 60 minutes 3. Case Study Assessment – 45 minutes 4. Problem Solving Exercise – 60 minutes 5. Cross-Functional Interview – 30 minutes *Completion of the Wonderlic Assessment (20–30 minutes) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental, and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness stipend - WFH equipment - Opportunities for development and career growth

🏢 Summary: Leadership role overseeing Customer Success Managers across enterprise and scaled segments, focused on building scalable account health frameworks and driving proactive retention. The position blends strategic operations, data-driven performance management, and team mentorship in a SaaS environment. The goal is to standardize processes, implement health scoring systems, and improve global customer retention. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital (tech-touch) accounts, Experience conducting QBRs and managing multi-stakeholder accounts, Proficiency using CRM, BI tools, or Excel for health tracking and churn prediction, Experience designing and implementing scalable processes, tools, or playbooks, Ability to define KPIs and manage team performance, Experience building account health scoring models 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, DataVisualization, Automation, EmailMarketing, SaaS 🏢 Description: About the Role As the Manager of Client Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will provide the strategic structure needed to transform informal knowledge into repeatable, data-driven playbooks that drive global retention. You Will Segment the Strategy: Define and iterate on engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency. Build the Health Engine: Develop a standardized Account Health Scoring system that identifies risk across the 1,000+ account base. Operationalize the Knowledge Base: Transition the team from informal collaboration to a structured internal knowledge base and formal playbooks. Drive Proactive Retention: Use leading indicators to trigger outreach before a customer is at risk. Mentor & Measure: Manage day-to-day performance of the Customer Success team, using clear KPIs to drive accountability and professional growth. You Have Must Have: Leadership Experience: 2+ years managing a Customer Success team or 4+ years as a Senior/Lead CSM ready for the next step. Versatile CS Background: Experience managing both Enterprise accounts (QBRs, multi-stakeholder navigation) and Scaled/Digital segments (automation, mass communication). Analytical Proficiency: Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on team performance. Systems Thinking: Ability to design scalable processes and successfully implement new tools, workflows, or playbooks. High Emotional Intelligence: Coaching-first management style suited to a collaborative culture. Nice to Have: Technical Literacy: Ability to work with advanced data visualization tools. CS Ops Familiarity: Experience selecting or implementing a CS platform (e.g., Gainsight, Vitally, ChurnZero). Experience with the automotive industry. Interview Process 1. Initial Screen - 30min 2. Hiring Manager Interview - 60min 3. Case Study Assessment - 45min Problem Solving Exercise - 60min 4. Cross-Functional Interview - 30min Completion of the Wonderlic Assessment (20–30min) is required before the end of the process. We Offer 100% remote work environment Medical, Dental and Vision insurance within 30 days 100% employer-paid medical insurance Equity package Flexible PTO with 15 days minimum Generous Parental Leave FSA and HSA options 401(k) Growth & Wellness Stipend WFH Equipment Opportunity to work with the latest technology Collaborative, high ownership culture Opportunities for development and career growth