From Day One

Customer Success Manager

• Deliver an exceptional customer experience throughout the post-sales journey
• Act as primary point of contact and address all client questions and concerns effectively, escalating as needed
• Onboard clients, understand their needs, and ensure customers gain value from our product
• Ensure client event experience exceeds expectations and leads to positive reviews and contract renewal
• Manage all client deliverables and information flow in a timely and accurate manner
• Assist with logistics of gathering client materials including travel and shipping
• Conduct post-event feedback calls to assess areas for improvement and opportunities for upsell/renewal
• Prepare weekly, monthly or quarterly reports
• Format information for internal and external communication – memos, emails, presentations, reports
• Own key performance indicators including renewal rate and customer satisfaction scores

Client Success Manager

Technical Project Manager

• Own the sprint process for developers — standups, backlog grooming, sprint planning, and retrospectives
• Write clear requirements and specifications that developers can build from
• Define QA acceptance criteria and coordinate testing before releases
• Manage status boards and keep stakeholders informed on progress, blockers, and timelines
• Work closely with the founder to prioritize the product roadmap and translate business goals into technical projects
• Coordinate integrations with platforms like Salesforce and Airtable
• Provide all-purpose technical support across the organization — evaluating new software, troubleshooting integrations, and helping the team get the most out of our tools
• Communicate across the organization to gather input, manage expectations, and ensure smooth rollouts

Client Success Manager

Senior Technical Project Manager