Our client is a fast-growing, tech-driven company in the Bay Area looking for a Customer Success Manager who is passionate about building relationships, improving customer outcomes, and helping clients get the absolute best out of the company’s product and services.
If you’re someone who loves solving problems, enjoys working with customers, and thrives in a collaborative, high-energy environment, this role is for you.
Own and manage a portfolio of customers from onboarding to renewal
Lead onboarding calls, product walkthroughs, and success planning
Build strong, trusted relationships with customers through proactive communication
Develop strategies to increase product adoption and reduce churn
Monitor account health, usage, and customer feedback to identify risks/opportunities
Collaborate with Product, Support, Sales, and Operations to resolve customer issues and improve the customer journey
Maintain clear documentation, customer insights, and progress tracking
Serve as the strategic partner who ensures customers achieve their desired outcomes
Candidates should be comfortable with modern tech platforms, including:
Must-Have Experience:
CRM systems (HubSpot, Salesforce, or similar)
Ticketing & Support tools (Zendesk, Intercom, Freshdesk, Gorgias, etc.)
Project management tools (Asana, ClickUp, Monday, Trello)
Video communication platforms (Zoom, Google Meet)
Data & reporting tools (Google Sheets, Excel, analytics dashboards)
Nice-to-Have:
SaaS onboarding tools (Userflow, ChurnZero, Catalyst, Gainsight)
Basic understanding of APIs, integrations, or tech troubleshooting
Experience working in a startup or high-growth tech environment
You’re a strong communicator who can build genuine relationships
You’re detail-oriented, organized, and proactive
You enjoy problem-solving and staying two steps ahead for your customers
You’re comfortable explaining tech concepts in simple terms
You thrive in collaborative, cross-functional environments
You’re adaptable — especially in fast-changing environments
You genuinely care about helping customers succeed
2–5+ years in Customer Success, Account Management, Client Services, or a similar customer-facing role
Experience in SaaS, tech-enabled services, or digital platforms strongly preferred
Strong presentation, communication, and relationship-building skills
Ability to manage multiple clients, timelines, and deliverables
Experience working in hybrid or on-site Bay Area roles is a plus