Customer Success Manager III

TaskRay•Denver, CO

1d•$80,000 - $100,000•Hybrid

About The Position

As a Customer Success Manager at TaskRay, you will own and drive Mid-Market customer outcomes, satisfaction, and long-term success. This is not a reactive role. We are looking for a proactive, strategic CSM with a challenger mindset who builds and executes success plans aligned to customer business goals and TaskRay value drivers, drives adoption through structured cadences, and delivers measurable results. Given the integrated nature of our solution, you will lead with strong discovery and influence, driving progress even with limited visibility into a customer’s environment. You will proactively assess risk, close gaps, and coordinate internal resources while remaining accountable for next steps and outcomes. We value grit, ambition, and teamwork, and seek a CSM with a proven track record of delivering results in complex, technical customer environments.

Requirements

4+ years of experience as a B2B SaaS Customer Success Manager, Account Manager, Account Executive or Technical Account Manager working with all levels of accounts
3+ years in a quota-carrying sales role with demonstrated achievement of goals
Proficiency in Salesforce and demonstrated knowledge of the Salesforce ecosystem required
Experience managing a book of business of $2M ARR or larger, within it requiring intensive engagement and advanced planning
Demonstrated sales experience and ability to consistently meet and exceed defined goals
Strong negotiation skills that help customers identify and prioritize opportunities, enabling them to realize value more quickly
Proven ability to proactively identify areas of risk within customer accounts and work with internal resources, leadership and Product to solve for and reduce customer churn risks
Ability to manage multiple projects/priorities/stakeholders with effective communication, delegation, and follow-up
Ability to think strategically and navigate difficult situations autonomously or with light assistance; this might include resolving conflicts, addressing technical issues, or managing customer expectations during critical project phases
Demonstrated ability to manage, influence, and build strong relationships with customer stakeholders at all levels within the organization; technical user to C-level
Demonstrated ability to drive solution usage and adoption that align to customers’ business objectives
Salesforce CRM and Success Plans building experience, defining desired business outcomes and demonstrating ROI

Responsibilities

Own and drive end-to-end customer success plans aligned to TaskRay value drivers and customer business outcomes
Establish customer cadences and deliver Business Reviews (QBRs/EBRs) that demonstrate ROI, progress, and outcomes
Proactively assess account health and risk, identifying early warning signals (usage trends, adoption gaps, stakeholder changes, project slippage, sentiment) and leading mitigation plans
Coordinate internal teams as needed, while remaining responsible for next steps, execution, and follow-through
Fully own and execute retention strategy across book of business
Partner closely with the Account Manager, ensuring success outcomes and customer alignment support renewals and expansion opportunities
Manage a book of high-value strategic accounts and deepen relationships to drive adoption and long-term success
Build trusted advisor relationships with customer stakeholders by guiding best practices and long-term evolution of TaskRay usage
Develop and nurture champions and broaden organizational buy-in across multiple stakeholders
Stay informed on customer industry trends, challenges, and evolving use cases to drive strategic recommendations
Build and execute strategic account plans aligned to KPIs, Managed Success Plans, and customer outcomes
Use cadence calls and Business Reviews to define mutual success plans and clear action plans
Run strategic adoption plays to increase adoption of existing and new features and reinforce long-term value
Partner with Account Managers to support renewals and identify expansion opportunities through demonstrated value and adoption
Partner with Solutions Consultants to align on technical needs and drive joint action plans
Advocate for customer feedback with Product, Marketing, and Engineering teams
Maintain deep knowledge of TaskRay editions, feature sets, and associated value drivers
Build strong working knowledge of Salesforce to support customer goals, adoption, and risk mitigation
Work toward Salesforce Admin Certification