Customer Success Manager, CSM
RevGenius
full-time
Posted on:
Location Type: Hybrid
Location: Austin • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Own the introduction of new products to Rev’s current customers, activate them on those new products, educate them to integrate these into their workflows, and ensure they get value out of Rev’s suite of products
- Build and maintain strong, long-term relationships with champions and executive sponsors through regular check-ins, health reviews, and business reviews
- Lead customer onboarding and change management efforts to drive adoption, align product use with business goals, and deliver clear time-to-first value
- Proactively encourage deeper product engagement to maximize ROI and activate customer accounts
- Deliver tailored platform demos that highlight relevant use cases and business value
- Monitor client health, usage trends, and product adoption to identify and address risks of churn or downgrade
- Develop strategic Success Plans for high-value clients that map product capabilities to desired outcomes
- Identify and support opportunities for organic growth and account expansion through discovery and collaboration with Account Managers
- Manage and complete annual renewal contracts, ensuring alignment with client goals and satisfaction
- Serve as the voice of the customer by sharing insights and product feedback with internal teams to improve the overall Rev experience
- Keep clients informed of product updates, feature enhancements, and new best practices
- Support the creation of enablement resources, including documentation and training materials, to scale customer success
Requirements
- 3+ years of experience in Customer Success, Account Management, or related roles
- 2+ years in a SaaS B2B environment, ideally with a recurring revenue model
- Proficiency with CRM and customer success tools (e.g., Salesforce, Hubspot)
- Strong communication and relationship-building skills
- Ability to translate customer needs into actionable solutions
- Strategic thinker with hands-on problem-solving skills
- Proven ability to manage multiple accounts and priorities
- Customer-centric mindset with a passion for helping others succeed.
Benefits
- Hybrid work schedule
- 3 days per week onsite
- Relationship building
- Customer success tools
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer onboardingchange managementproduct engagementaccount expansionrenewal contractsstrategic Success Plansrisk identificationproduct adoption monitoringtailored platform demosenablement resources creation
Soft skills
strong communicationrelationship-buildingstrategic thinkingproblem-solvingcustomer-centric mindsetability to manage multiple accountscollaborationproactive engagementeducational skillsinsight sharing