Customer Success Manager

New
United StatesFull-TimeManager
Salary not disclosed
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Job Details

Experience
3–7 years

Requirements

  • 3–7 years in a customer success, account management, or customer-facing role at a B2B SaaS company
  • Direct ownership of a renewal book (not supporting someone else’s)
  • Demonstrated experience managing renewals
  • Demonstrated experience conducting QBRs
  • Demonstrated experience maintaining high gross retention rates
  • Working knowledge of at least one regulated framework (FedRAMP, HIPAA/ePHI, ITAR, CMMC, SOC 2, FINRA, or similar)
  • Experience building or significantly improving a customer success process, playbook, or system from scratch
  • Strong organizational skills with the ability to manage a large book of business
  • Exceptional communication skills: translating technical compliance concepts for non-technical stakeholders
  • Self-starter mentality
  • Background in GovTech, healthcare IT, defense/aerospace software, or financial services technology (Strong Preference)
  • Experience with customer success platforms such as Custify, ChurnZero, Vitally, Gainsight, or Totango (Strong Preference)
  • Familiarity with SFTP/FTPS file transfer workflows or technical product environments (Strong Preference)
  • Track record of managing 150+ accounts simultaneously while maintaining high renewal rates (Strong Preference)

Responsibilities

  • Own the end-to-end onboarding experience for every new Sharetru customer—from signed contract to full adoption and value realization
  • Design and implement a repeatable onboarding playbook tailored to compliance-driven use cases
  • Create onboarding checklists, welcome sequences, and milestone-based check-ins that scale across customer segments
  • Reduce time-to-value by proactively guiding customers through configuration, integrations, and compliance-specific workflows
  • Identify and address adoption risks early
  • Own the renewal pipeline end-to-end—forecasting, proactive outreach, negotiation, and close—with personal accountability for renewal targets and gross revenue retention
  • Build and manage a renewal tracking system with 90/60/30-day outreach cadences
  • Identify at-risk accounts through usage data, engagement signals, and relationship health—and intervene before it’s too late
  • Design and document Sharetru’s customer success playbook from scratch
  • Select, implement, and manage a customer success platform
  • Conduct Quarterly Business Reviews for strategic accounts
  • Be the voice of the customer internally—synthesize feedback, usage trends, and churn signals into actionable insights for product, engineering, and leadership
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