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Client Success Manager
DistroAssociate Client Success Manager for Introzy managing SMB customer onboarding and success. Focus on driving engagement and maintaining the help center documentation for customer support.
About the role
Key responsibilities & impact- Own end-to-end onboarding for new SMB customers: discovery, success planning, implementation coordination, training, and go-live
- Manage an assigned portfolio of SMB accounts, using health scores and product telemetry to prioritize outreach and interventions
- Help customers design and optimize their partner/referral programs on our platform, including onboarding partners, building playbooks, and tracking performance
- Execute engagement touchpoints (email, in-app, webinars) to drive activation, feature adoption, and partner program utilization
- Act as the primary point of contact for your SMB accounts, handling day-to-day requests and light-touch business reviews focused on outcomes
- Identify and act on upsell and expansion opportunities in partnership with Sales
- Coach customers on best practices for activating connectors/partners and converting leads using Introzy's workflows and data
- Own and maintain the customer-facing help center: write and update articles, organize content, and ensure documentation stays accurate and useful as the product evolves
- Collect and relay customer feedback to Product and the broader CS team
- Contribute to the ongoing iteration of onboarding and retention playbooks
Requirements
What you’ll need- More than 5 years of experience in Client Success, Account Management, Support, or a client-facing role at a B2B SaaS company
- Familiarity with subscription/recurring revenue models; exposure to renewals or expansion is a plus
- Strong written and verbal communicator with a proactive, customer-first mindset
- Organized and detail-oriented; comfortable managing multiple accounts and priorities simultaneously
- Eager to learn, iterate, and grow within a CS function
- Exposure to partnerships, channel, affiliate, or PRM tools (Nice to Have)
- Prior experience supporting partner managers, agencies, or resellers (Nice to Have)
- Experience following or contributing to CS playbooks (Nice to Have)
Benefits
Comp & perks- Direct customer relationships with real ownership from day one
- Learn the CS function from the ground up alongside an experienced team at a fast-growing partnerships platform
- Lean team with clear priorities and high impact
- Clear growth path toward a full CSM role
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client successaccount managementsupportB2B SaaSsubscription modelsrenewalsexpansiononboardingplaybooksdata analysis
Soft Skills
communicationcustomer-first mindsetorganizational skillsdetail-orientedproactiveeager to learniterative mindsetcoachingrelationship managementproblem-solving