Invoca

Customer Success Manager

Invoca

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $77,500 - $95,000 per year

Job Level

JuniorMid-Level

Tech Stack

Sitecore

About the role

  • Own and manage a portfolio of customers, understanding their business goals, challenges, and opportunities to drive engagement and success
  • Develop and execute strategic account plans to maximize adoption, retention, and expansion
  • Leverage human and digital touchpoints to guide customers throughout their lifecycle and manage $3-5M in revenue
  • Employ data-driven insights, customer health indicators, and automation tools (e.g., Gainsight, Salesforce) to deliver personalized, proactive engagement
  • Act as a strategic consultant, providing best practices and tailored solutions
  • Lead customer training, business reviews, and enablement sessions via email, calls, and meetings
  • Proactively identify risks and opportunities and coordinate with Sales, Product, Marketing, and Support
  • Advocate for customers internally to influence product development and innovation
  • Foster long-term relationships to ensure high satisfaction, advocacy, and loyalty
  • Report to the Director of Customer Success and collaborate cross-functionally to deliver customer outcomes

Requirements

  • 2+ years of Customer Success or Account Management experience in B2B SaaS
  • 2+ years working with enterprise software, preferably in Financial Services or Home Services
  • Experience managing $3-5M in customer revenue
  • Strong project management skills, with experience prioritizing competing initiatives
  • Ability to consult and communicate effectively with all levels of an organization
  • Passion for AI-driven technology and how it transforms customer engagement
  • Background in digital marketing, advertising technology, or performance marketing
  • Familiarity with Adobe Analytics, Google Ads, Sitecore, HubSpot, FullStory, or similar tools
  • Experience using Salesforce, Gainsight, and other SaaS platforms