CSM Team Lead - USA

WorkwizeNew York, NY
15d$86,000 - $130,000

About The Position

At Workwize, we’re on the hunt for a CSM Team Lead who can inspire a team, wow clients, and keep an eye on the bottom line - sometimes all before lunch. You’ll lead a small, high-performing crew while managing your own client portfolio, making sure both your team and your clients come out on top. Your mornings? Setting priorities, leading stand-ups, and keeping the team laser-focused on what really matters. Your afternoons? Diving into performance metrics, tweaking strategies, and finding ways to make processes smarter, faster, and more impactful. You’re a people-person with a head for numbers. You know when to step back and empower your team - and when to roll up your sleeves and tackle escalations head-on. Building relationships comes naturally, whether coaching your team, collaborating across departments, or connecting with clients. You’re reflective, always looking for ways to improve performance and set your team up for long-term success. We move fast, think big, and celebrate wins - both for our clients and our teams. If leading a team that’s passionate about client success excites you, we’d love to hear from you.

Requirements

  • 5+ years in Customer Success or client-facing roles
  • 3-5 years of leadership experience
  • Experienced managing complex projects and stakeholders
  • Strong analytical and problem-solving skills
  • Comfortable with tools like: HubSpot (CRM), Monday.com or Asana (project management), Slack, Linear, Miro, Notion
  • Fluent in English (business level)

Nice To Haves

  • Resilient, flexible, and confident under pressure
  • Passionate about coaching and helping others succeed
  • Thrives in fast-growing, dynamic environments
  • Excellent conflict management and client-handling skills

Responsibilities

  • Set priorities so your team can manage portfolios effectively
  • Handle client escalations with skill and confidence
  • Implement processes to boost client happiness and retention
  • Manage the client lifecycle, including renewals and upsells
  • Identify high-impact opportunities and coach your team to capitalize on them
  • Lead initiatives across the CSM domain
  • Manage stakeholders and oversee complex projects

Benefits

  • 25 days of paid vacation (European-style time off)
  • 401(k) with competitive support to help you plan for the future
  • Flexible work setups for better work-life balance

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

51-100 employees

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