Customer Success Manager

WeaveLehi, UT
6dHybrid

About The Position

We’re looking for a motivated and people-focused Customer Success Manager to support a portfolio of single-location and small multi-location SMB accounts. In this role, you’ll help customers get real results from our software, build lasting partnerships, and play a key role in keeping and growing those relationships over time. This is a hybrid position, working Monday-Wednesday in office, Thursday/Friday are optional work from home days. Reports to: Manager of Customer Success

Requirements

  • 2+ years of experience in customer success, account management, or another client-facing role (SaaS or tech experience a plus)
  • Proven ability to keep customers engaged, happy, and achieving their goals.
  • Strong communication and relationship-building skills, with the confidence to work with both small business owners and internal teams.
  • Comfortable hosting on-camera meetings and delivering a professional, engaging presence with customers.
  • Skilled at reading account data and translating it into steps that improve retention and drive success.
  • Highly organized and able to manage multiple accounts while keeping attention to detail.
  • Experience using Salesforce, Vitally, or Zoom to manage accounts and connect with customers is a plus.

Nice To Haves

  • Background supporting customers in healthcare-related industries (dental, optometry, veterinary, or medical) that will help you connect with many of our customers.
  • A customer-first mindset and genuine passion for helping small businesses succeed.
  • Comfort uncovering customer needs and teaming up with Sales to match them with the right solutions.

Responsibilities

  • Customer Success: Be a dedicated partner for your accounts, helping them solve challenges, reach goals, and get maximum value from our software.
  • Retention: Take the lead on keeping customers engaged and successful, working proactively to reduce churn and strengthen loyalty.
  • Upsells & Growth: Spot and nurture growth opportunities by building on trusted relationships, sparking interest in new offerings, and connecting customers with solutions that add real value.
  • Strategic Guidance: Become a trusted partner to your customers, helping them link their business goals to practical outcomes with our software.
  • Ongoing Training: Provide ongoing education when new features launch, making sure customers are confident and getting the most value from our tools.
  • Engagement: Conduct regular business reviews that spotlight customer wins, reinforce outcomes, and create space to explore what’s next.
  • Collaboration: Partner with Sales, Support, Product, and Onboarding teams to share feedback, solve challenges, and represent the customer’s voice.
  • Problem Resolution: Handle escalations quickly and thoughtfully, maintaining customer trust and strengthening the relationship.
  • Advocacy: Partner with happy customers to capture success stories, gather testimonials, and encourage positive reviews that highlight the value of our solutions.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

501-1,000 employees

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