Customer Success Manager (Scaled & Digital)

Role Overview

Our Customer Success Manager, Scaled & Digital plays a unique and high-impact role within the Customer Success organization. This hybrid position combines two critical functions: managing a scaled book of 40–50 mid-market accounts through proactive, data-driven engagement, and owning the digital programs that drive adoption and engagement across the entire client base.

What You Will Do

You will leverage data analytics and risk signals to proactively engage your portfolio, identifying at-risk accounts, surfacing expansion opportunities, and maintaining meaningful client relationships at scale. At the same time, you will design and deliver the digital engagement motions that serve all clients & end-users: monthly webinars, in-app guidance, and building proactive email campaigns that drive adoption, expansion, and client sentiment.

Why It Might Be a Fit

The successful candidate will demonstrate: Scale Mindset, Data Analysis Skills, Digital Engagement Experience, Excellent Communication Skills, Group Facilitation & Meeting Management, Strong Organizational Skills & Autonomous Time Management, Customer Focus, Collaborative, Team-Oriented Approach, Positive, Solutions-Focused Outlook, and CRE Tech Knowledge (nice to have).

Requirements

• Scale Mindset
• Data Analysis Skills
• Digital Engagement Experience
• Excellent Communication Skills
• Group Facilitation & Meeting Management
• Strong Organizational Skills & Autonomous Time Management
• Customer Focus
• Collaborative, Team-Oriented Approach
• Positive, Solutions-Focused Outlook
• CRE Tech Knowledge (nice to have)

Benefits

• 401(k) plan with matching company contributions
• Comprehensive Medical, Dental & Vision Care
• Paid parental leave at 100% of salary
• Paid Time Off and Company Holidays
• Early access to earned wages through Daily Pay

Tagged as: Data Analysis