Customer Success Manager
Job Summary
Managing a portfolio of approximately 75 small and medium-sized merchant accounts, the fully remote Customer Success Manager will build relationships through outbound calls and email outreach, conduct quarterly business reviews, and collaborate with internal teams to enhance merchant performance and drive product adoption.
Key responsibilities
- Build and maintain merchant relationships through proactive communication and account management
- Conduct quarterly business reviews to identify growth opportunities and develop strategies
- Monitor account performance and collaborate with internal teams to recommend solutions that support merchant goals
Required qualifications
- 1 - 2+ years of client-facing sales, account management, or customer success experience
- Experience managing a book of accounts and driving customer retention and growth
- Proficiency with Salesforce or similar CRM platforms
- Intermediate to advanced proficiency in Sheets or Excel
- Experience using AI tools to improve efficiency or a strong willingness to learn
Complete Job Description
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