Customer Success Manager

ActivTrakAustin, TX
Remote

About The Position

ActivTrak is seeking a Customer Success Manager (CSM) to manage an enterprise book of business. In this role, you'll build strong customer relationships, drive successful outcomes, and ensure satisfaction and retention through 1:1 customer success methodologies. This position is ideal for professionals who excel in fast-paced environments and have experience efficiently managing mid-market or enterprise books of business.

Requirements

  • 3+ years of experience in Customer Success or related roles with mid-market or enterprise customers
  • Proven ability to manage numerous accounts using CS tools and methodologies
  • Track record of driving retention, upsells, and renewals within a scalable model
  • Strong data analysis skills to optimize account performance and inform decision-making
  • Excellent cross-functional collaboration abilities
  • Experience with conflict resolution and crisis management
  • Exceptional presentation skills and data storytelling abilities
  • Strong time management and prioritization skills
  • Demonstrated ability to align customer needs with product features and company goals
  • Self-directed work style with good judgment about when to escalate issues

Responsibilities

  • Develop deep product knowledge to map features to business outcomes and communicate roadmap insights
  • Apply industry expertise to address customer challenges and position solutions against competitive offerings
  • Analyze product usage data to identify patterns, calculate ROI, and quantify multiple value streams
  • Manage technical integration understanding and basic troubleshooting
  • Create and maintain detailed customer-facing documentation and resources
  • Lead renewal conversations and secure commitments, identifying upsell triggers and expansion opportunities
  • Create commercial solutions tailored to evolving customer needs
  • Build multi-threaded customer relationships to penetrate accounts strategically and develop new use cases over time
  • Collaborate with sales on handoffs and joint strategies for account growth
  • Manage a portfolio of customers throughout their journey, understanding their unique needs and tailoring interactions to align customer goals with company objectives
  • Implement scalable customer success workflows and operational excellence
  • Proactively monitor customer health metrics to identify and mitigate risks
  • Conduct strategic business reviews and success planning sessions
  • Build success plans that ensure customers fully realize the value of the partnership
  • Advocate for customers by providing product feedback to internal teams
  • Build trust with key stakeholders through executive-level interactions
  • Communicate clearly and concisely in both written and verbal formats, managing conflict resolution and navigating difficult conversations effectively
  • Demonstrate critical thinking and develop creative solutions
  • Guide customers through organizational change and address resistance
  • Make autonomous decisions while knowing when to escalate appropriately
  • Build strong working relationships with Product, Marketing, Support, and Sales teams to align customer success initiatives with broader company goals
  • Actively share customer feedback and insights with relevant teams to inform product development and marketing strategies
  • Identify operational friction in day-to-day work and propose practical improvements with supporting context
  • Participate in team pilots, process updates, or change initiatives, providing thoughtful feedback based on direct customer impact
  • Create reusable frameworks, templates, and playbooks that benefit the broader team

Benefits

  • Competitive compensation and benefits
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