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Associate Client Success Manager
Envoy AirAssociate Customer Success Manager at Digital Envoy handling customer retention and success for small to mid-sized customers. Overseeing customer accounts with a focus on growth and engagement.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing customer accounts and relationships within a B2B SaaS environment, focusing on customer success, retention, and growth. Proficient in utilizing Salesforce and Gainsight to track customer engagement and success metrics.
Highest-signal resume keywords
Customer Success ManagementAccount ManagementSalesforce ProficiencyStrong Communication SkillsProactive Problem Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Relationship ManagementSaaS Renewals SupportCustomer Lifecycle ManagementAccount Growth StrategiesData Analysis
Soft Skills
Relationship BuildingTime ManagementOrganizational SkillsCollaborationPresentation Skills
Tools & Technologies
SalesforceGainsight
Industry Keywords
B2B SaaSAdTechStreamingCybersecurityData Technologies
Tech Stack
Tools & technologiesCyber Security
About the role
Key responsibilities & impact- Manage a portfolio of customer accounts, primarily supporting customers with annual contract values under $40K.
- Build strong customer relationships through proactive communication and regular business reviews.
- Guide customers through onboarding, adoption, and ongoing success with Digital Envoy's products and services.
- Partner with customers to understand their business objectives and help maximize the value they receive from our solutions.
- Lead renewal conversations for your assigned accounts and identify opportunities for account growth, introducing Senior CSMs when strategic expansion opportunities arise.
- Monitor customer health and engagement to proactively identify retention risks.
- Coordinate with Product, Engineering, Support, Finance, and Legal to ensure timely resolution of customer requests.
- Maintain accurate customer records, success plans, and account activities within Salesforce and Gainsight.
- Partner with Senior Customer Success Managers on strategic customer initiatives and best practices.
- Contribute to the continued improvement of Client Success processes and customer programs.
Requirements
What you’ll need- Bachelor's degree preferred.
- 2–3 years of experience in Customer Success, Account Management, Client Services, Customer Support, or another customer-facing role within a B2B SaaS or technology company.
- Experience managing customer relationships throughout the customer lifecycle.
- Strong communication, presentation, and relationship-building skills.
- Highly organized with excellent time management and the ability to manage multiple priorities.
- Customer-first mindset with a proactive, solution-oriented approach.
- Comfortable collaborating across Sales, Product, Engineering, Marketing, Finance, and Legal teams.
- Experience using Salesforce or another CRM platform; Gainsight experience is a plus.
- Experience supporting SaaS renewals or subscription-based customers is preferred.
- Familiarity with AdTech, Streaming, Cybersecurity, or Data technologies is a plus.
Benefits
Comp & perks- Competitive Salary & Bonus program
- Medical, Dental and Vision
- Paid Holidays & Unlimited PTO policy
- 401(k) with employer contribution match