Customer Success Manager

New
8
8amFintech, Legal Tech
Remote - USFull-TimeMiddle
Salary$54,000 to $70,000
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Job Details

Experience
3+ years
Required Skills
Data AnalysisCustomer SuccessSaaSAccount ManagementCRM

Requirements

  • 3+ years of experience in Customer Success, Account Management, SaaS Support, or a related customer-facing role.
  • SaaS experience required.
  • Strong ability to analyze customer data and translate insights into action.
  • Proven ability to build trust and credibility with customers in remote and scaled environments.
  • Excellent written and verbal communication skills.
  • Strong organizational, prioritization, and time management skills.
  • Comfortable learning and navigating new technologies and systems.
  • Ability to work effectively in a fast-paced, evolving environment.
  • Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation.
  • Experience working in digital-first or hybrid customer engagement models preferred.
  • Experience in payments, fintech, or legal industry preferred.

Responsibilities

  • Guide customers through key stages of the customer lifecycle, including onboarding, adoption, value realization, expansion, and retention.
  • Lead and support the development, execution, and monitoring of customer success plans across digital and hybrid engagement models.
  • Proactively identify risks and opportunities through customer data, usage trends, and engagement signals.
  • Drive customer engagement and adoption of core workflows, features, and solutions to maximize realized value.
  • Support retention and growth initiatives by reinforcing best practices, expansion pathways, and renewal readiness.
  • Collaborate with cross-functional teams to share customer insights and influence roadmap and programs.
  • Serve as a customer advocate and voice of the customer within the organization.
  • Provide consultative guidance to customers on optimizing their use of 8am solutions.
  • Support scaled outreach and lifecycle programs, including campaigns, webinars, enablement sessions, and in-app journeys.
  • Monitor customer health indicators, engagement levels, and success milestones.
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$54,000 to $70,000
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