What You'll Do
- Lead & Coach: Manage and mentor a team of high-performing CSMs, focusing on call coaching, onboarding execution, fleet activation, and account health.
- Own Accounts: Carry a book of business to stay close to the customer experience and model best-in-class onboarding, retention, and expansion skills.
- Drive Activation: Ensure your team drives velocity and depth of onboarding.
- Create Value: Help CSMs demonstrate customer value across the lifecycle—from onboarding through maturity—with account-specific plans tied to clear use cases.
- Maximize Expansion: Support CSMs in creating CSQOs and building a proactive expansion pipeline.
- Upskill the Team: Develop a repeatable 1:1 coaching and enablement framework to improve onboarding, account health, and teammate performance.
- Build Systems Excellence: Champion operational rigor and data fluency across Salesforce, Sigma, Outreach, and our AI toolkit to guide prioritization and performance.
What We're Looking For
- 5+ years in Customer Success or Account Management, with 2+ years managing CSMs or frontline customer-facing teams
- A proven player-coach: you lead by example while enabling others to succeed
- Track record of high-touch onboarding and expansion motions in SMB and mid-market
- Expertise in creating structure from ambiguity—using data, systems, and coaching to drive repeatable outcomes
- Strong communicator with a bias for clarity, urgency, and action
- Deep empathy for customers—and for the CSMs who serve them
- Bonus: familiarity with fintech, SaaS, or operations-heavy customer segments
Compensation
On Target Earnings: $120,000 - $140,000
Equity grant: commensurate with level determined at the discretion of the company, with meaningful potential upside given the company’s early stage
Benefits:
- Medical, dental and vision insurance
- Unlimited paid time off (vacation, personal well being, paid holidays)
- Paid parental leave
- $400 accessories allowance for home office setup to be spent on a keyboard, mouse, headphones, etc.
- Free lunch every Friday