Digital Customer Success Manager

ClosingLockAustin, TX
4dOnsite

About The Position

We’re seeking a proactive and organized Digital Customer Success Manager (CSM) to support and grow a large book of customers through one-to-many engagement. This role combines onboarding/implementation and ongoing account management at scale—meaning you’ll guide customers through setup, drive adoption, and ensure long-term satisfaction and retention through scalable processes and digital touch points. If you're passionate about building customer relationships and directly impacting retention and growth, enjoy optimizing processes, and thrive in a high-volume environment, this is an excellent opportunity to help shape a critical function at Closinglock.

Requirements

  • 2+ years of experience in a Customer Success, Account Management, Retention or Implementation role, ideally in SaaS or tech.
  • Proven experience managing a portfolio of customers through tech-touch or one-to-many programs.
  • You thrive in a fast-paced environment and have a knack for managing multiple priorities and building efficient workflows.
  • You're not just comfortable with, but excited by technology. Hands-on experience with CS or CRM platforms (like HubSpot, Gainsight, Catalyst, Zendesk) is essential.
  • Especially when engaging customers remotely, you have the ability to turn data into compelling stories and actionable plans.
  • You have a passion for helping people succeed.

Nice To Haves

  • Experience in a role with direct responsibility for renewals, upselling, or other commercial targets is highly desirable. You understand the commercial side of customer relationships.

Responsibilities

  • Own the end-to-end lifecycle for a large book of business, using our digital success platform to deliver value at scale.
  • Lead Implementation and Onboarding for new customers in your segment—ensuring smooth setup and early success.
  • Proactively manage renewals and contribute to net revenue retention by identifying potential areas for customer growth and expansion.
  • Help design and execute automated campaigns, tech-touch playbooks, and educational content (webinars, videos, articles) to guide customers and drive product adoption.
  • Master our customer health analytics to identify and act on risks and opportunities, triggering targeted outreach to ensure long-term success.
  • Collaborate with our Product, Marketing, and Support teams, translating customer data and feedback into actionable insights that improve the overall customer experience.
  • While escalating complex technical issues, you will be the primary resource for your customers' success and strategic needs.

Benefits

  • Competitive salary
  • Equity compensation
  • Medical, dental, vision, and life insurance
  • Unlimited PTO
  • 401(k) match
  • Maternity/paternity leave
  • Fully-subsidized downtown parking
  • Weekly lunch stipend
  • Full access to onsite gym and locker rooms
  • Monthly team get-togethers (Lunches, social events, sports outings, etc)
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