About The Position

We are seeking a highly organized, data-driven Associate Customer Success Manager to drive retention and growth within an established book of business. This role is designed for a professional who excels at managing a large volume of accounts through technology-driven engagement model. Rather than traditional high-touch management, you will leverage automation, data insights, and digital communication to ensure our customers achieve measurable success. You will be responsible for the entire renewal lifecycle while acting as a "scout" to identify top candidates within your portfolio who are a fit for additional products and services.

Requirements

  • Experience: 1–3 years in Customer Success, Account Management, or Sales Operations, ideally within a SaaS environment.
  • Organizational Mastery: You are exceptionally disciplined and self-motivated. You possess the "air traffic control" skills required to manage a high volume of accounts and deadlines without oversight.
  • Tech & Data Savvy: Comfortable working with CRM tools (Salesforce). You enjoy using data to tell a story and drive action.
  • Communication: Ability to write concise, engaging digital content and conduct professional commercial conversations during the renewal process.
  • Efficiency Focus: You are always looking for ways to "automate the routine" so you can focus on high-value interventions.

Responsibilities

  • Portfolio Management: Own the commercial health of a large portfolio of customers using tech-touch (low-touch) and semi-automated engagement strategies. This includes regular interactions through phone and web meetings, such as Zoom or Microsoft Teams, to provide guidance and support.
  • The Renewal Engine: Drive the end-to-end renewal lifecycle, managing outreach and negotiations to ensure high retention rates and on-time contract execution.
  • Growth Discovery: Monitor customer health scores and usage data to identify "at-risk" accounts for intervention and "high-potential" accounts for product expansion.
  • Lead Qualification: Identify customers ready for broader solutions and facilitate seamless hand-offs to the appropriate sales or expansion teams.
  • Digital Outreach: Design, test, and optimize automated touchpoints (emails, in-app notifications, etc.) across the customer journey to drive adoption.
  • Data-Driven Triggers: Utilize customer behavior data and milestones to trigger personalized, automated outreach that provides value at the right time.
  • Feedback Loops: Continuously improve the digital engagement model by analyzing campaign performance and customer feedback.
  • Ecosystem Alignment: Partner with Marketing, Product, and Sales to ensure a seamless and consistent customer experience.
  • Content Creation: Collaborate with internal teams to deliver education resources, such as knowledge base articles, video tutorials, and newsletters.
  • Strategic Insights: Provide "voice of the customer" data to the Product team to inform the roadmap and support accurate renewal forecasting.

Benefits

  • Competitive compensation that reflects employees’ skills and contributions.
  • Comprehensive health insurance plans.
  • Wellness programs that promote physical and mental well-being.
  • Traditional and Roth 401(k) savings options with company match.
  • Remote-first with flexible working hours.
  • Prioritized work-life balance, with 15 observed days off in addition to PTO.
  • Family-friendly policies including paid parental leave.
  • Paid life insurance, short-term, and long-term disability insurance.
  • Regular acknowledgement of achievements with recognition programs.
  • Counseling services and resources for personal and professional challenges.
  • Transparent communication about company goals, strategy, and performance.
  • Regular feedback sessions and performance reviews.
  • Anti-bias and anti-harassment training programs.
  • Trust and autonomy in decision-making within your role.
  • Work environment that encourages you to be your authentic self.
  • Flat management structure with approachable leaders who want to hear your feedback.
  • Backed by two private equity firms that invest in high-growth private companies across North America.
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