Customer Success Manager I

Bachelor’s Degree or equivalent SaaS experience strongly preferred. At least 5 years in a customer-facing and/or implementation role, preferably within a SaaS organization. Prior experience using HighLevel or other similar vertical solutions preferred. Proficiency in applications such as MS Office, Google Suite, Zoom, and Slack strongly preferred. Excellent time management, organizational abilities, and exceptional interpersonal communication skills (verbal and written). Self-motivated and proactive in maintaining regular communication. Strong critical thinking, effective communication, and creative problem-solving skills. Skilled in managing sensitive customer issues with professionalism, tact, and diplomacy. Self-starter with a positive attitude, strong sense of ownership, and commitment to growth. Adept at multi-tasking and navigating ambiguity in a fast-paced, collaborative workplace. Highly organized and capable of balancing multiple responsibilities while meeting deadlines and maintaining attention to detail.

Conduct regular check-ins, quarterly business reviews, and account audits for high-value customers. Build and manage relationships with high-ticket customers. Lead and execute on-time client implementations. Effectively communicate best practices, strategies, and product insights. Act as a key liaison for customer feedback. Maintain close collaboration with internal teams. Configure, test, and validate customer accounts. Work cross-functionally within the Customer Success team. Adapt quickly to product updates and feature releases. Identify missed opportunities within customer accounts. Consult with clients on priorities related to upcoming feature roadmaps. Proactively identify opportunities to improve processes, enhance revenue, and boost product efficiency. Demonstrate technical acumen by developing workable solutions aligned with customer goals. Resolve issues and risks through collaborative, cross-functional efforts. Stay up to date with product developments and deliver education to customers. Take ownership of short-turnaround projects and deliver results under tight deadlines. Continuously improve customer relationship management processes.