Manage onboarding and implementation for a portfolio of customers, acting as the project manager from kickoff to go-live
Host transition and planning calls with stakeholders to understand business goals and map data + messaging strategies in Customer.io
Partner with customers to create and execute effective campaigns, newsletters, and data workflows that align with their objectives
Serve as your customer’s first point of contact for dedicated support and troubleshooting; collaborate with Technical Support, Product, and Engineering to get questions answered
Proactively follow up with customers after onboarding, checking in ~1x/month to keep them on track toward renewal
Advise on best practices for campaign design, segmentation, integrations, and lifecycle messaging
Support our contracts team by setting up renewals for success with healthy, engaged customers
Requirements
3+ years of experience as a Customer Success Manager (or similar customer-facing role) with a technical SaaS product
Strong comfort communicating with technical and non-technical stakeholders — especially developers and marketers
Background in SaaS, ideally with marketing automation or related platforms (Customer.io, Marketo, Braze, Iterable, ActiveCampaign, Klaviyo, etc.)
Familiarity with APIs, data integrations, logic flows, and templating languages (e.g., Liquid) — not coding daily, but comfortable asking the right questions and troubleshooting root causes