Scaled Customer Success Manager
New
S
SpellbookLegal Tech
Remote - CanadaFull-TimeMiddle
SalaryCA$102K - CA$120K; On Target Earnings CA$102K – CA$120K
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Job Details
- Experience
- 2+ years
- Required Skills
- Account ManagementCRMData analyticsCustomer SuccessHubSpot
Requirements
- 2+ years in customer success, account management or a similar role in a B2B SaaS environment.
- Experience with scaled/lifecycle CS or managing high-volume SMB customer segments.
- Proven ability to manage and impact a large volume of accounts without sacrificing quality.
- Excellent written communication skills for persuasive emails and product updates.
- Strong organizational skills and a systems mindset for workflow optimization.
- Ability to identify churn risks through product signals and take proactive steps.
- Comfortable driving value through content, automation, and strategic outreach rather than live meetings.
- Proficiency with CRMs (e.g., HubSpot) and ability to maintain data hygiene.
- Self-starter who thrives in a fast-paced environment.
Responsibilities
- Own a large portfolio of accounts (150+), ensuring strong retention and product adoption at scale.
- Offer 1:1 training calls to help new and existing customers hit the ground running.
- Conduct phone or Zoom check-ins on accounts in your portfolio.
- Monitor product usage across your portfolio and trigger targeted re-engagement campaigns or personalized outreach based on risk signals.
- Identify at-risk accounts early and proactively intervene with helpful content, value reinforcement, or direct outreach.
- Deliver value in creative, scalable ways — using Loom videos, email playbooks, personalized content, and group training sessions.
- Clearly articulate the ROI of Spellbook and coach customers on underutilized functionality.
- Manage renewal conversations by showcasing usage, outcomes, and opportunities.
- Partner with marketing, product, and CS leadership to refine scaled engagement strategies and automation flows.
- Maintain clear and accurate records in HubSpot and track success metrics.
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