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Customer Success Manager

onebeat
Full-time
Remote
United States
Customer Service

Responsibilities

  • Own a book of business, driving overall account health and satisfaction.
  • Conduct regular cadence calls, Quarterly Business Reviews, and strategy sessions with customers.
  • Monitor adoption and system usage, identifying risks and growth opportunities.
  • Retain and grow accounts through proactive engagement and value delivery.
  • Lead customer onboarding and make sure go-lives happen smoothly.
  • Work with cross-functional project teams, including Technical Account Managers and engineers, to deliver solutions on time and within scope.
  • Track milestones, dependencies, and risks with precision.
  • Identify upsell and expansion opportunities through ongoing engagement.
  • Work with Sales and Account teams to support growth initiatives.
  • Drive customer outcomes and long-term value realization.
  • Partner with Product, Engineering, Support, and Data teams to resolve issues and put solutions in place.
  • Share customer feedback with internal teams to inform product improvements.
  • Keep accurate records in HubSpot and communicate updates via Slack and internal reports.
  • Provide regular updates to senior leadership on customer health, risks, and success metrics.

Requirements

  • 2 to 5 years of experience in Customer Success, Project Management, or Implementation.
  • Experience working with retail and or supply chain environments.
  • Bachelorโ€™s degree required.
  • Excellent communication and relationship-building skills.
  • Strong analytical skills.
  • Proficiency in Excel required.
  • Highly organized, dependable, and comfortable managing multiple priorities.
  • Ability to work cross-functionally.

Preferred Qualifications (Nice to Have)

  • Masterโ€™s degree preferred.
  • Python skills are a plus.

About the Company

This role blends account ownership, project execution, and strategic collaboration across internal teams. You will manage a customer portfolio and drive measurable outcomes aligned with their business goals.

Category

Customer Service

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