Customer Success Manager
About The Position
As a Customer Success Manager (CSM), you are the primary point of contact for our customers—responsible for delivering an exceptional experience to ensure long-term success, drive business outcomes, which results in happy and reference-able customers with strong renewals. You’ll collaborate with our PS organization during implementation and guide our clients to drive adoption, ensure business outcomes are met, identify opportunities for expansion and growth, and help customers realize the full value of HubSync. The ideal candidate is a relationship builder, strategic thinker, and problem-solver who thrives in a dynamic, fast-paced environment. You’ll work cross-functionally with Sales, Product, Support, Professional Services, and Engineering to ensure our customers are successful and growing with HubSync.
Requirements
- 5+ years of experience in an Enterprise SaaS Customer Success role
- Proven track record of managing multiple high-value enterprise accounts and driving customer adoption and satisfaction.
- Strong client management and problem-solving skills; ability to manage complex customer situations and escalations, including change management and employee enablement.
- Experience using platforms such as Jira, Confluence, and HubSpot to manage projects and customer relationships.
- Excellent communication, collaboration, and relationship-building skills.
- A proactive, resourceful, and ownership-driven mindset.
- Ability to balance strategic thinking with hands-on execution.
- Bachelor’s degree (B.A., B.S.) or higher required.
Nice To Haves
- Familiarity with the software development lifecycle, product ownership, or product management is a plus.
- Accounting industry experience strongly preferred.
- Experience in a high-growth or early-stage company environment preferred.
- Passion for delivering exceptional customer experiences.
Responsibilities
- Own the customer relationship and journey from post-deployment onboarding through full platform adoption, ensuring customer meet their business outcomes and goals through their use of HubSync.
- Build strong, trusted relationships with key stakeholders at customer firms from project team leaders to executive sponsors.
- Act as a strategic advisor to drive adoption, satisfaction, and customer ROI through best practices and thought leadership engagement.
- Manage escalations and resolve customer issues using closed-loop feedback processes and close coordination with Support.
- Maintain and refine best-in-class tools, processes, and playbooks for scalable customer success.
- Serve as the internal champion for your customers, coordinating cross-functional teams (e.g., Sales, Product, Support) to align with customer goals.
- Lead regular touchpoints and executive check-ins and Quarterly Business Reviews (QBRs) to track progress and keep customers aligned and engaged.
- Identify and proactively mitigate risks to ensure a smooth and successful customer experience.
- Understand customer goals, pain points, and platform usage to surface relevant solutions and expansion opportunities and collaborate closely with the Account Managers (Sales) to support the upsell and cross-sell motion. .
- Collaborate with product teams to identify gaps and help facilitate new solution discovery sessions via customer input.
- Maintain stakeholder maps and expand key relationships across customer accounts.
- Develop and maintain 30/60/90-day customer success plans tied to measurable outcomes.
- Track and report on health scores, adoption metrics, renewal forecasting, and customer satisfaction (CSAT/NPS).
- Drive continuous improvement through data insights and customer feedback.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
