Scale Customer Success Manager
New
N
NcontractsFinancial Technology
RemoteFull-TimeMiddle
Salary$30 – $35 per hour • Offers Bonus
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Job Details
- Experience
- 3+ years
- Required Skills
- Data AnalysisSalesforceCustomer SuccessSaaSAccount ManagementCRM
Requirements
- 3+ years of experience in Customer Success, Account Management, or related customer-facing roles.
- Experience managing a high volume of customer relationships simultaneously.
- Background in B2B SaaS, technology, fintech, or financial services.
- Proficiency in CRM and Customer Success platforms such as Salesforce, ChurnZero, Gainsight, or HubSpot.
- Strong analytical ability to interpret customer health metrics, usage trends, and engagement data.
- Experience with automated workflows, digital engagement strategies, and customer lifecycle management.
- Strong written, verbal, and presentation communication skills.
- Demonstrated ability to build relationships, influence outcomes, and work cross-functionally.
- Bachelor’s degree preferred.
Responsibilities
- Manage a large portfolio of customer accounts through a combination of automated outreach, digital engagement programs, AI-assisted workflows, and targeted customer interactions.
- Monitor customer health scores, usage trends, and risk indicators to proactively identify and mitigate churn risk.
- Conduct proactive outreach focused on value realization, product adoption, best practices, and success planning.
- Utilize ChurnZero, Salesforce, and Forethought to document activities, track engagement, and ensure data integrity.
- Collaborate with Sales, Product, and Support teams to drive expansion opportunities and resolve escalated customer situations.
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