PreVeil

Customer Success Manager

• Own Your Portfolio: Act as the primary point of contact for a dedicated group of 500+ customers, helping them navigate our platform and achieve their goals.
• Support and; Guide: Be the go-to expert for inbound inquiries, providing timely, creative solutions and celebrating customer wins.
• Proactive Success: Monitor engagement signals to identify and reach out to accounts that would benefit from your guidance.
• Strategic Triage: Support the broader CSM team by resolving foundational inquiries, ensuring every customer receives a fast and helpful response.
• Renewal Coordination: Assist in team-wide renewal quote preparation and operational workflows to ensure a seamless experience.
• Growth Operations: Identify and document expansion opportunities within Salesforce to help drive team-wide growth.
• AI-Enabled Efficiency: Leverage internal systems and AI tools to manage customer engagement effectively at scale.
• Special Projects: Support the Director of Customer Success with other project needs as they arise.

Customer Success Specialist