Customer Success Manager – Premium Service

Role Overview

Support a senior Customer Success Manager on a premier-tier client portfolio by handling day-to-day operational tasks, freeing the lead CSM to focus on strategic client relationships.

What You Will Do

Manage a shared inbox, triage incoming requests, and ensure nothing slips through the cracks for large enterprise software accounts. Pull, organize, and format data reports from our proprietary CRM tool and Google Sheets for delivery to the senior CSM and, where appropriate, to clients.

Why It Might Be a Fit

Experience in a customer service, client support, or account coordination role—ideally in software, SaaS, telecom, or a digital/online industry.

Requirements

• Experience in a customer service, client support, or account coordination role—ideally in software, SaaS, telecom, or a digital/online industry.
• Proficiency in Google Workspace (Docs, Sheets, Slides) and/or Microsoft Office; ability to organize and present data without requiring basic tool training.
• Comfort working with CRM or admin tools and a willingness to learn proprietary platforms quickly.
• Familiarity with data analysis or reporting—able to read a dataset, spot patterns, and summarize findings clearly.
• Familiarity with AI tools or prompt-based workflows is an asset, as our proprietary platform integrates with AI to support data pulls.
• Proactiveness: this role operates in a fast-moving environment where client priorities shift week to week—you’ll need to act on available information and self-direct your day without waiting for step-by-step guidance.
• Adaptability: because client strategies can change on short notice, the ability to reprioritize quickly keeps the team responsive and reliable for our largest accounts.

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• 401(k) or retirement plan
• Paid holidays
• Paid time off (vacation, sick leave)
• Flexible work arrangements (remote)
• Professional development opportunities
• Diversity and inclusion initiatives

Tagged as: Data Analysis