Customer Success Manager II

Job Summary

A company is looking for a Customer Success Manager II to manage a defined customer portfolio within the Small Business segment.

Key Responsibilities:

• Own and lead the success of assigned accounts, focusing on relationship health, product adoption, and retention
• Leverage customer insights to execute strategic growth plans and identify upsell opportunities
• Conduct regular check-ins and business reviews to align on goals and track performance

Required Qualifications:

• Bachelor's degree
• 3+ years of experience in customer success, support, or account management in a technology environment
• Proficiency with Salesforce or other CRM systems
• Experience presenting to and advising HR benefits leaders
• Strong organizational skills with a proactive mindset