Customer Success Manager

Evident

Customer Success Manager responsible for driving adoption and retention of clients in a growing tech startup. Collaborating across teams while managing customer accounts.

Posted 7/20/2026full-timeAtlanta • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Customer Success and Account Management, with a strong focus on customer engagement, retention strategies, and the ability to manage a book of business effectively. Proficient in interpreting complex contractual requirements and translating them into actionable system configurations.

Highest-signal resume keywords

Customer Success ManagementAccount ManagementOnboarding ExperienceCRM Platforms (Salesforce)Data-Driven Decision Making

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer EngagementProject ManagementContract InterpretationWorkflow ConfigurationCustomer Health Scoring

Soft Skills

Strong CommunicationPresentation SkillsCross-Functional CollaborationMulti-Account ManagementStrategic Thinking

Tools & Technologies

CRM PlatformsCS PlatformsSaaS SolutionsB2B Technology

Industry Keywords

Insurance CertificatesPolicy DocumentsCompliance RequirementsEnterprise CustomersMid-Market Customers

About the role

Key responsibilities & impact

Manage your own book of business to grow and expand each account
Drive customer adoption and retention through account management, strategy calls, and regular business reviews
Work alongside leadership and gain experience across multiple departments
Develop skills in customer engagement, project management, customer service, and cross-functional collaboration

Requirements

What you’ll need

3–6+ years of experience in Customer Success, Account Management, or a related client-facing role
Prior experience in an onboarding or implementation role
Experience managing a book of business with renewal and retention responsibility
Experience working with insurance certificates (COIs), policy documents, or contract/compliance requirements - ability to read & interpret coverage terms, limits, and endorsements
Ability to translate complex business or contractual requirements into system configurations (workflow rules, decisioning logic, or similar platform setup)
Strong communication and presentation skills, including executive-level conversations
Proven ability to manage multiple accounts and priorities simultaneously
Comfort working with CRM and CS platforms (Salesforce experience strongly preferred)
Experience in SaaS, B2B technology, identity, security, or compliance solutions
Familiarity with customer health scoring and success metrics
Experience supporting mid-market and/or enterprise customers
Data-driven mindset with the ability to translate insights into action

Benefits

Comp & perks

Competitive pay package, including base pay and stock options
Full medical, dental, vision benefits and 401K
Unlimited PTO
Paid parental leave to support you and your family
Home internet stipend, virtual events, & more!
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