SMB Customer Success Manager

Job Summary

A company is looking for a SMB Customer Success Manager.

Key Responsibilities

• Own and proactively manage a book of SMB accounts focusing on customer health, adoption, retention, and expansion
• Run scalable customer engagement programs to efficiently deliver value across the customer base
• Track engagement, identify expansion signals, and manage upsell opportunities

Required Qualifications

• 2-5 years of experience in customer success, account management, or related fields in a high-velocity environment
• Experience managing a book of SMB or mid-market accounts, preferably in a tech-touch model
• Experience in establishing early-stage customer success programs
• Proficient in using CRM and customer engagement platforms
• Bonus: Experience in wealth management or B2B SaaS customer success roles