Revenue.io

Customer Success Manager

Revenue.io

full-time

Posted on:

Location Type: Remote

Location: Remote • California • 🇺🇸 United States

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Job Level

JuniorMid-Level

About the role

  • Manage a broad portfolio of SMB and Mid-Market customers (50+ accounts) and build scalable programs
  • Design and deliver scalable CS programs that enable ongoing adoption, customer education, and value realization
  • Leverage AI and automation (sequences, workflows, digital touch) to efficiently engage customers
  • Spot risks early by analyzing product usage, customer health, and behavioral signals and trigger interventions
  • Enable customers via playbooks, office hours, webinars, and self-serve resources
  • Act as a trusted advisor for high-priority accounts balancing 1:1 and 1:many approaches
  • Build in Salesforce to customize reporting, design workflows, and ensure smooth adoption of the platform
  • Partner cross-functionally with Sales, Product, and Support to deliver customer feedback and drive expansion
  • Own renewals and expansions with focus on retention and growth

Requirements

  • 2+ years in Customer Success, consultative Sales, account management, or strategic consulting (SaaS preferred)
  • Strong Salesforce expertise (3+ years in the ecosystem; certifications or sales ops background a plus)
  • Demonstrated success driving adoption, retention, and growth across a portfolio of customers
  • Experience balancing proactive one-to-many programs with strategic one on one engagement
  • Technical and analytical mindset, comfortable with workflows, automation, and data-driven prioritization
  • Excellent communication and relationship skills, with the ability to coach, influence, and inspire customers at scale
  • Builder mentality, resourceful, curious, and eager to design scalable programs from the ground up
  • Adaptability to thrive in a dynamic startup environment, with a balance of strategy and hands-on execution
Benefits
  • Paid parental leave
  • Flexible time off (US only)
  • Competitive salary
  • Multiple medical plans to choose from including HSA and FSA
  • Work from home flexibility
  • Stock options (additional incentive compensation may be offered)

Applicant Tracking System Keywords

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

Hard skills
customer successaccount managementconsultative salesSaaSSalesforceautomationdata analysisworkflowsprogram designcustomer education
Soft skills
communicationrelationship buildingcoachinginfluencinginspiringadaptabilityresourcefulnesscuriositystrategic thinkingexecution
Certifications
Salesforce certification
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