Client Success Manager

Distro • Stratton, VT

1d • Remote

About The Position

Join our Client Success team as an Associate CSM and own a portfolio of SMB customers from day one. You'll drive onboarding, product adoption, and long-term success for your accounts — and you'll also own and maintain our customer-facing help center, keeping documentation accurate, accessible, and useful. This is a high-ownership role and a great launchpad for someone eager to grow their CS career at a fast-moving partnerships platform.

Requirements

• More than 5 years of experience in Client Success, Account Management, Support, or a client-facing role at a B2B SaaS company
• Familiarity with subscription/recurring revenue models; exposure to renewals or expansion is a plus
• Strong written and verbal communicator with a proactive, customer-first mindset
• Organized and detail-oriented; comfortable managing multiple accounts and priorities simultaneously
• Eager to learn, iterate, and grow within a CS function

Nice To Haves

• Exposure to partnerships, channel, affiliate, or PRM tools
• Prior experience supporting partner managers, agencies, or resellers
• Experience following or contributing to CS playbooks

Responsibilities

• Own end-to-end onboarding for new SMB customers: discovery, success planning, implementation coordination, training, and go-live
• Manage an assigned portfolio of SMB accounts, using health scores and product telemetry to prioritize outreach and interventions
• Help customers design and optimize their partner/referral programs on our platform, including onboarding partners, building playbooks, and tracking performance
• Execute engagement touchpoints (email, in-app, webinars) to drive activation, feature adoption, and partner program utilization
• Act as the primary point of contact for your SMB accounts, handling day-to-day requests and light-touch business reviews focused on outcomes
• Identify and act on upsell and expansion opportunities in partnership with Sales
• Coach customers on best practices for activating connectors/partners and converting leads using Introzy's workflows and data
• Own and maintain the customer-facing help center: write and update articles, organize content, and ensure documentation stays accurate and useful as the product evolves
• Collect and relay customer feedback to Product and the broader CS team
• Contribute to the ongoing iteration of onboarding and retention playbooks

Benefits

• Direct customer relationships with real ownership from day one
• Learn the CS function from the ground up alongside an experienced team at a fast-growing partnerships platform
• Lean team with clear priorities and high impact
• Clear growth path toward a full CSM role

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed