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IntelliShift

Customer Success Manager

IntelliShift

Customer Success Manager at IntelliShift serving mid-market and enterprise customers. Leading relationship management and driving retention and expansion through strategic engagement and actionable insights.

Posted 5/13/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $125,000 per yearWebsite

Tech Stack

Tools & technologies
SFDC

About the role

Key responsibilities & impact
  • Own and strategically manage a portfolio of MMB or ENT customers, building a deep understanding of each customer's business objectives, operating environment, and definition of success.
  • Lead subscription and relationship management for your accounts — driving retention, mitigating risk early, and making sure we deliver on every commitment we make.
  • Partner closely with our Sales Team to identify and execute expansion opportunities (upsell, cross-sell, and growth) tied to real customer outcomes and value realization.
  • Drive proactive renewal planning and forecasting in Salesforce so there are no surprises at renewal time and the business has clean visibility into your book.
  • Build trusted, value-based relationships across all levels of the customer organization, with a strong focus on executive and senior leadership stakeholders.
  • Set a consistent strategic engagement cadence — QBRs, executive check-ins, business reviews — so your customers always know the ROI they're getting from IntelliShift.
  • Guide customers through the full lifecycle, from onboarding through adoption milestones and long-term expansion.
  • Act as the customer's voice inside IntelliShift, coordinating with Enablement, Product, Support, Installation Services, and other partners to resolve issues, surface feedback, and introduce strategic opportunities.
  • Proactively monitor customer health, engagement, and business risk using data and insight — addressing concerns early and protecting revenue at scale.

Requirements

What you’ll need
  • 3-5+ years of Customer Success, Account Management, or comparable SaaS experience managing mid-market and/or enterprise portfolios.
  • A consultative mindset — you ask sharp questions, listen well, and translate customer goals into action.
  • Strong executive presence and the confidence to engage with senior leaders on both the business and the operational side of the house.
  • A track record of retention, expansion, and renewal outcomes you can speak to specifically.
  • Hands-on experience in Salesforce (SFDC); experience with a CS platform (Gainsight, ClientSuccess, ChurnZero, or similar) is a plus.
  • Comfort and curiosity with AI tools — we're leaning more on AI across our internal workflows, and we expect our team to experiment, find new ways to work smarter, and bring ideas back to the group.
  • Comfort working independently, owning outcomes, and partnering cross-functionally without a lot of hand-holding.
  • Experience in fleet, transportation, logistics, field service, or another operationally complex B2B SaaS environment is a strong plus — but not required if you've thrived in adjacent industries.

Benefits

Comp & perks
  • We offer competitive compensation, commensurate with experience and segment focus — $65–125k base salary plus a quarterly performance-based bonus.
  • Outstanding benefits to simplify the lives of our employees and show them how much we appreciate their contributions.
  • IntelliShift provides company-subsidized medical, dental, and vision insurance for all FT employees.
  • 401K with a 4% company contribution.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Customer SuccessAccount ManagementSaaS experienceRetention outcomesExpansion outcomesRenewal outcomesSalesforceGainsightClientSuccessChurnZero
Soft Skills
Consultative mindsetSharp questioningActive listeningExecutive presenceConfidenceIndependenceCross-functional collaborationCuriosityProblem-solvingRelationship building