Customer Success Manager
ClickUp
full-time
Posted on:
Location Type: Remote
Location: Philippines
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About the role
- Develop and manage engagement plans for a diverse client portfolio using both scaled and personalized approaches.
- Conduct in-depth discovery sessions to understand customer needs and recommend actionable strategies for success.
- Build trusted relationships with key stakeholders, identifying and nurturing client champions to drive adoption and advocacy.
- Gather, analyze, and translate functional and technical requirements into tailored ClickUp solutions.
- Serve as a product expert, advising customers on leveraging ClickUp’s features to streamline workflows and solve complex business challenges.
- Analyze customer product usage data and translate it into actionable recommendations.
- Conduct ROI analysis to showcase the tangible benefits of ClickUp solutions.
- Proactively engage with customers to evaluate progress, address roadblocks, and uncover new opportunities for success.
- Collaborate with customers to establish clear business goals, success metrics, and timelines.
- Prioritize the customer experience, lead by example, be a doer, and monitor adherence to policies and procedures.
- Contribute to the development and optimization of regional and global operational processes.
Requirements
- Minimum 2 years of experience in a customer-facing SaaS role, preferably in Customer Success or Account Management.
- Strong communication and interpersonal skills, with the ability to build rapport and trust with customers of various levels and segments.
- Resilient and adaptable, especially in a fast-paced startup environment.
- Understanding of industry-specific workflows, particularly in services, software development, marketing, and PMO.
- Experience in working with various teams to achieve customer outcomes (Marketing, Finance, Product, Sales, Support).
- Experience with Customer Success SaaS technology such as CRM, Salesforce, Tableau, Outreach, Apollo, Front, and others.
- Ability to operate within regional time zones.
- Positive attitude, self-driven, proactive, empathetic, and high energy.
Benefits
- Equity
- 401k
- Health, Dental, and Vision insurance
- Spending accounts
- Life & Disability
- Paid parental leave
- Flexible paid time off
- Enhanced employee assistance program
- Employee wellness stipend
- Professional development stipend
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer successaccount managementROI analysisdata analysisfunctional requirementstechnical requirementsworkflow optimizationSaaS solutionsdiscovery sessionsbusiness strategy
Soft Skills
communicationinterpersonal skillsrelationship buildingadaptabilityresilienceproactivityempathypositive attitudeleadershipcustomer experience