Customer Success Manager

Role Overview

As a Customer Success Manager, you will be a pivotal player in transitioning our mid-market customer base from reactive maintenance into a disciplined, proactive retention and expansion engine. You will take full-lifecycle ownership of accounts—from onboarding through product adoption, renewal, and upsell.

What You Will Do

You will act as a strategic advisor to our clients, ensuring they achieve maximum value from our core products (particularly the Omnix Platform) while actively elevating our internal operations through strategic account planning, AI-driven workflows, and process automation.

Why It Might Be a Fit

This is a unique opportunity to challenge conventional CS processes, move upmarket, and leave a lasting footprint on how our organization operates.

Requirements

• 3+ years of Customer Success or Account Management experience within a fast-paced B2B SaaS environment.
• Proven experience managing accounts across the full customer lifecycle from onboarding to renewals
• Experience using product analytics, health metrics, or CRM platforms to assess account health, forecast risk, and plan account strategy.
• Comfortable using generative AI tools (e.g., ChatGPT, Gemini) to streamline daily workflows, draft communications, and synthesize portfolio data.

Benefits

• Equal Parental leave – regardless of gender, up to 20 weeks fully paid leave to take care of their new baby, within the first year of birth or adoption
• Mental health services through Spring Health and well-being days
• Mentorship program – select your mentor from our internal pool and continue your learning path!
• Comprehensive health coverage, including dependents
• Unlimited PTO
• Betterment 401(k) retirement plan
• Paid holidays and sick leave
• Donation matching program – give back to the community and support actions that lead to positive social impact under the historically marginalized communities. Every donation will be matched by Dashlane, up to $500 per year
• Weekly lunch in the office and monthly happy hour
• Team buildings & seasonal social events and many more