Client Success Manager

3–7 years in customer success, solutions engineering, or technical account management. Strong technical aptitude—comfortable understanding integrations, telephony systems, CRM data, and automation workflows. Skilled in SQL and analytics tools; able to interpret data and tell clear, actionable stories. Excellent communicator with outstanding bedside manner and client-facing confidence. Organized, process-driven, and effective in fast-moving startup environments.

Own customer relationships end-to-end—onboarding, adoption, success, and renewals. Lead technical onboarding, configuring workflows, call routing, and CRM integrations. Develop deep product knowledge and act as the expert on system behavior and workflows. Troubleshoot technical issues across telephony, integrations, and configuration in partnership with engineering. Use dashboards, SQL, and analytics tools to understand customer performance and recommend improvements. Communicate clearly with technical and non-technical users, translating complex concepts simply. Support feature launches, pilots, and customer feedback loops that inform product direction. Deliver training, documentation, and business reviews that drive customer adoption and ROI. Identify risks and proactively resolve friction points to ensure long-term success.