Digital Customer Success Manager

FranConnectHerndon, VA
2dHybrid

About The Position

The Digital Customer Success Manager (DCSM) is a critical member of our Customer Success organization supporting our Emerging Market customer segment , consisting of approximately 250 customers . This role focuses on delivering a best-in-class, digital-first customer experience through scaled engagement, proactive outreach, and data-driven guidance. You will work within a pooled CSM team , ensuring customers receive timely, value-driven guidance through digital channels, automation, in-app programs, and structured playbooks. Unlike traditional CSM roles, this position uses technology, analytics, and proactive workflows to support a large, diverse customer base at scale. Success in this role requires strong ownership , sharp critical thinking , and a highly proactive approach to identifying risks, driving adoption, and supporting customer growth. We are seeking someone who has done this work before and can help elevate our digital-first customer experience as we scale.

Requirements

  • 3+ years of Customer Success experience in a SaaS environment, including 1+ year specifically in a digital/tech-touch or scaled CS role .
  • Proven experience supporting customers through digital-first motions and scaled engagement strategies.
  • Demonstrated ability to own outcomes, make proactive decisions, and apply critical thinking to complex customer challenges.
  • Strong ability to interpret and act on customer data, engagement metrics, and usage patterns.
  • Experience using customer success platforms (e.g., ChurnZero, Gainsight) and CRM tools (e.g., Salesforce, HubSpot).
  • Comfort delivering primarily digital engagement—including webinars, office hours, in-app messages, and automated campaigns.
  • Excellent written and verbal communication skills, with the ability to create compelling, scalable content for digital programs.
  • Strong organizational skills with the ability to manage competing priorities across a large customer base.
  • Bachelor's degree from a 4-year college or university preferred

Responsibilities

  • Scaled Digital Engagement & Customer Experience Execute and continuously optimize digital-first, one-to-many engagement strategies (email nurtures, in-app guidance, webinars, automation) that ensure customers obtain maximum value from FranConnect.
  • Engage directly with customers via digital channels including email, in-app messaging, office hours, and group training webinars.
  • Leverage data and behavior-based triggers to proactively identify churn risks, low adoption, usage gaps, and opportunities for increased product adoption.
  • Own and optimize digital customer journeys to drive product usage, retention, and customer growth.
  • Use customer intel and analytics to refine playbooks and proactively deliver value at scale.
  • Collaborate cross-functionally to enhance the digital customer journey, digital communications, and product experience.
  • Customer Management in a Pooled CSM Model Serve as a trusted point of contact for the Emerging Market pooled portfolio, ensuring consistent, high-quality digital engagement across ~250 customers.
  • Conduct digital success reviews or value check-ins using scalable frameworks and templated content.
  • Support core performance goals across the portfolio, including NRR, GRR, product adoption, and NPS.
  • Monitor and respond to customer health indicators, usage changes, and customer inquiries via structured digital workflows.
  • Identify customer expansion opportunities and collaborate with Account Managers to route qualified upsell/cross-sell leads.
  • Maintain accurate customer information, activity logs, and customer health data across all systems.
  • Proactive Risk & Opportunity Management Monitor dashboards, usage data, and digital alerts to identify early risk indicators and intervene proactively.
  • Develop and refine digital interventions that address common patterns in customer behavior.
  • Identify opportunities to increase customer adoption, deepen product usage, and improve customer sentiment.
  • Route expansion opportunities as appropriate and collaborate with internal teams to ensure customer needs are met.
  • Tools, Systems & Operational Excellence Use FranConnect’s CSM tech stack (ChurnZero and Salesforce) to manage workflows, track engagement, and drive automation.
  • Maintain accurate customer data, health scores, and activity logs in all systems of record.
  • Identify opportunities for automation, improved digital communications, and efficiency in scaled management motions.
  • Stay current on product updates and continuously improve your ability to guide customers through digital-first success motions.
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