Formstack

Customer Success Manager

Formstack

full-time

Posted on:

Location Type: Hybrid

Location: Denver • Colorado • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $80,000 - $90,000 per year

About the role

  • Oversee onboarding and ensure successful implementation for new accounts.
  • Guide existing accounts to maximize value and efficiency with Intellistack’s platform.
  • Monitor account health, proactively identifying risk and opportunity.
  • Develop success plans and business reviews that align with customer goals.
  • Build consultative relationships with executive sponsors and stakeholders.
  • Drive adoption, license utilization, and identify expansion opportunities.
  • Act as a customer advocate internally across Product, Sales, Engineering, and more.
  • Lead strategic check-ins and Adoption Reviews to drive customer alignment.
  • Educate customers on available resources like training, certifications, and webinars.
  • Partner with Sales to support retention and contract cycles.
  • Manage renewals in accounts that are assigned.
  • Maintain accurate data on all interactions using Salesforce and other tools.
  • Meet account performance objectives including churn reduction and upsell targets.

Requirements

  • 2+ years of experience as a Customer Success Manager in a SaaS environment.
  • Strong knowledge of SaaS platforms and digital ecosystems.
  • Background in Product Management, Consulting, Data/Financial Analysis preferred.
  • Exceptional communication, presentation, and relationship-building skills.
  • High attention to detail, organization, and follow-through.
  • Comfort with cross-functional collaboration and strategic thinking.
  • Willingness to travel periodically as needed.
Benefits
  • Intellistack is committed to equitable hiring
  • Passionately dedicated to diversity in our work and teams.
  • We strongly encourage individuals from all backgrounds to apply.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SaaSProduct ManagementData AnalysisFinancial AnalysisAccount ManagementCustomer SuccessChurn ReductionUpsellingBusiness ReviewsSuccess Plans
Soft Skills
CommunicationPresentationRelationship BuildingAttention to DetailOrganizationFollow-throughCross-functional CollaborationStrategic ThinkingConsultative SkillsCustomer Advocacy