Customer Success Manager

Role Overview

The Customer Success Manager builds strong, strategic partnerships with a defined group of clients, ensuring they achieve maximum value from the InvoiceCloud platform.

What You Will Do

As the primary advocate for your clients, you will guide day-to-day engagement, strengthen retention, influence digital adoption programs, and identify opportunities for product expansion.

Why It Might Be a Fit

Success requires advanced relationship management skills, analytical thinking, industry awareness, and the ability to translate insights into actionable client strategies.

Requirements

• Strong relationship management experience with a track record of driving retention and growth
• Experience supporting clients in person and via virtual communication tools (Teams/Zoom)
• Background in electronic billing, payments, merchant services, or related SaaS platforms preferred
• Excellent verbal, written, presentation, and interpersonal communication skills
• Customer-driven and results-oriented, with the ability to influence decision-making
• Strong organizational, planning, and time-management skills
• Experience working independently and managing multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office tools and Salesforce

Benefits

• Medical, dental, vision, life & disability insurance
• 401(k) plan with company match
• Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays
• Mental health resources
• Paid parental leave & Backup Care
• Tuition reimbursement
• Employee Resource Groups (ERGs)

Tagged as: Salesforce