Customer Success Manager, Scaled Mid-Market
New
J
Juniper Square Fintech / SaaS
USAFull-TimeMiddle
SalaryThe U.S. base salary range for this role is $86,000 - $95,000 USD.
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Job Details
- Experience
- 3+ years of professional experience with at least 2 years of experience in a customer success or account management role
- Required Skills
- Artificial IntelligenceData AnalysisSalesforceAccount ManagementCustomer SuccessSaaSLooker
Requirements
- 3+ years of professional experience
- 2+ years of experience in a customer success or account management role
- Experience in a fast-paced SaaS organization, fintech, or related industry
- Strong written and verbal communication skills
- Experience interacting with a high volume of customers
- Demonstrated skills in time management and prioritization
- Ability to analyze customer data and performance metrics to derive actionable insights
- Experience using data and technology to drive customer enablement
- Experience using Salesforce, Outreach, and Looker
- Demonstrated experience learning advanced knowledge on technical subject matters
- Consistent use of AI in core deliverables
- Bachelor's degree or equivalent years of professional experience
Responsibilities
- Manage a portfolio of 220+ client accounts, leading them through the customer journey following onboarding
- Own the success and health of your assigned clients by developing and deploying strategies aimed to increase customer value and optimize retention
- Build strong, trust-based relationships while leveraging digital and scaled engagement to drive product adoption and customer satisfaction
- Proactively monitor customer health and usage trends to identify risks and opportunities for growth
- Support and own renewal conversations and mid-contract escalations, while collaborating cross-functionally to identify and drive expansion opportunities
- Act as the voice of the customer internally, advocating for customer needs and influencing product and process improvements
- Develop advanced knowledge of the customer, product, and industry
- Use AI tools (e.g., Claude) as part of your core CSM workflow to improve quality, speed, and customer readiness
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