Customer Success Project Manager

Mad Mobile Inc • Tampa, FL

6d • Onsite

About The Position

The Customer Success Project Manager plays a critical role in supporting customer onboarding, account management operations, customer retention initiatives, and revenue-generating conversion programs. This position serves as the operational backbone for the Customer Success and Account Management teams, ensuring customer data integrity, onboarding execution, installation coordination, account readiness, and consistent customer engagement across the customer lifecycle. This role is ideal for a highly organized, detail-oriented professional who thrives in a fast-paced environment and enjoys balancing project coordination, customer operations, process improvement, and cross-functional collaboration. The successful candidate will help drive efficiency across Customer Success while enabling Account Managers to focus on customer relationships, upsell opportunities, and strategic growth initiatives.

Requirements

• Bachelor’s degree in Business, Operations, Supply Chain, Analytics, or a related field preferred.
• 1–3 years of experience in project coordination, onboarding, operations, customer success, implementation, or related roles.
• Strong proficiency in Microsoft Excel and/or Google Sheets.
• Experience with reporting, data analysis, and operational tracking tools.
• Experience coordinating multiple stakeholders and project timelines.
• Comfortable presenting information and supporting live webinars or training sessions.
• Strong written and verbal communication skills.

Nice To Haves

• Experience in SaaS, retail technology, restaurant technology, logistics, or warehouse operations.
• Familiarity with project management tools such as Asana, Jira, Monday.com, or Microsoft Project.
• Experience supporting inventory management or forecasting initiatives.
• Exposure to CRM systems and operational reporting platforms.
• Startup or high-growth company experience preferred.

Responsibilities

• Support Customer Success and Account Management teams with operational and administrative activities.
• Maintain accurate customer, contact, asset, and account data within Salesforce and related systems.
• Coordinate customer onboarding activities, implementation timelines, and cross-functional deliverables.
• Manage customer case workflows and ensure proper communication between Support, Customer Success, and Account Management.
• Monitor non-responsive and at-risk accounts, helping drive follow-up and operational readiness.
• Coordinate third-party installations and maintain communication with installation partners and internal stakeholders.
• Support hardware deployment tracking, retrieval efforts, and asset accountability initiatives.
• Maintain onboarding documentation, implementation trackers, reporting dashboards, and operational procedures.
• Support lower-tier account coverage, queue management, and recurring customer administration tasks.
• Identify process improvement opportunities and support operational excellence initiatives.
• Generate reports and analyze operational metrics to support leadership decision-making.

Benefits

• Market leading benefits for medical, dental, and vision with generous premium coverage.
• $500 HSA contribution (prorated based on start date and split into two payments).
• 401(k) plan with a matching contribution of up to 4%, fully vested from day one.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level