Customer Success Manager

Sweed
Remote

About The Position

We're looking for a Customer Success Manager who thrives on ownership of the customer. This is not a reactive support role — it's a strategic position responsible for account health, product adoption, retention, and growth across a portfolio of cannabis retailers. You'll work within a structured, segmented CS model where each client is served according to their size, complexity, and growth stage. Depending on experience and fit, you may work across any of these client profiles: Relationship-first High-touch accounts with complex, multi-location operations. You own the full client relationship — from strategic planning through renewal — and maintain executive-level alignment throughout. Cadence: Weekly calls · Onsite QBRs · Annual kick-off Adoption-driven Growing operators investing in scaling their platform usage. You drive feature adoption, own the QBR process, and identify expansion opportunities as their business grows. Cadence: Monthly calls · Quarterly QBRs · Annual onsite Scale-focused Independent and emerging retailers served through a proactive, structured coverage model. You coordinate account health, monitor signals, and escalate what needs attention. Cadence: Proactive check-ins · Annual reviews · Reactive SLA

Requirements

  • 3+ years in customer success, account management, or a client-facing SaaS role
  • Demonstrated track record of owning renewals and driving retention & successful product adoption.
  • Experience managing a portfolio against defined health or performance metrics
  • Strong CRM proficiency — you keep records current without being prompted
  • Clear communicator at every level: executive QBR, day-one onboarding, and everything in between
  • Comfortable pulling and interpreting your own account data

Nice To Haves

  • Experience in the cannabis industry, healthcare or a business using a SaaS based model structure
  • Background with POS systems, retail technology, or multi-location operators
  • Familiarity with a segmented or tiered CS model
  • Experience using Jira, Intercom, or similar support and feedback tooling

Responsibilities

  • Actively monitor the health of every account in your book — not just at renewal time.
  • Identify early warning signals and act before issues escalate
  • Own save playbook execution when accounts show signs of risk
  • Maintain portfolio health as a standing responsibility, not a quarterly exercise
  • Escalate accounts that need Director or executive involvement — and know when that threshold is
  • Help clients get real, measurable value from the platform — not just license it.
  • Understand each client's contracted scope and where adoption gaps exist
  • Build adoption plans in partnership with clients; align with Customer Marketing on campaigns
  • Document blockers and route them through the product feedback process with the right context
  • Tie adoption progress to renewal and expansion conversations
  • Manage the full renewal cycle from early-stage signaling through contract execution
  • Identify expansion opportunities — additional locations, modules, and integrations
  • Build and maintain executive-level relationships at your largest accounts
  • Bring commercial insight to your check-ins and QBRs; make the value visible
  • Receive and activate go-live handoffs from Implementation with full account context
  • Partner with Technical Support on escalations and churn signals surfaced through ticket volume
  • Submit structured product feedback with enough context to be actionable
  • Coordinate with Customer Marketing on communications and adoption campaigns

Benefits

  • Medical, dental, vision, and additional health insurance options
  • Paid parental leave
  • Generous PTO and paid company-observed holidays
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