Customer Success Manager – Mid Market

Smarsh

Customer Success Manager responsible for managing Small Business clients' needs and driving success at Smarsh. Leading renewals, resolving inquiries, and establishing loyal client relationships.

Posted 7/21/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Customer Success Management with a focus on driving client satisfaction and retention in a regulated industry. Proficient in managing client accounts, delivering presentations, and utilizing the Smarsh product suite to enhance customer engagement.

Highest-signal resume keywords

Customer Success ManagementSmarsh Product Suite KnowledgeSalesForce.com ProficiencyEffective Communication SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Customer ServiceAccount ManagementContract ManagementChurn ManagementBusiness Review PreparationQuote CreationSLA ReportingProblem SolvingPresentation SkillsDetail Orientation

Soft Skills

ResponsivenessCollaborationCoachingOwnershipAdaptability

Tools & Technologies

SalesForce.comMS Office SuiteSmarsh Services

Certifications & Qualifications

Customer Success Outside Learning

Industry Keywords

Financial IndustryHighly Regulated IndustryRetention CasesCustomer HealthCustomer Advocacy

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Demonstrates capability to excel in MM CSM responsibilities
Ability to manage territory and drive ownership of a Smarsh directed project or program
Serves as an SME for Smarsh processes and procedures, able to coach or onboard other CSMs
Deliver high level of responsiveness to assigned Mid-Market tier accounts
Work with clients via Retention Cases, prevent and manage churn
Tracks activity in SalesForce.com, and accurately logs outcomes of customer discussions
Maintains daily/weekly meetings for assigned accounts (~40- 100k ARR), typically a territory of approximately 120 accounts
Prepares and hosts Business Reviews for top assigned accounts in territory
Consistently meet or exceeds target customer activity metrics and SLOs
Manage assigned client contracts, invoices, billing, SLA reporting requirements
Process contract changes including add-on services, downgrades, cancellations
Create accurate quotes and obtain purchase orders for Smarsh services (exports, imports, 1x training fees)
Identify additional add on services to grow account, partner with sales for new opportunities identified
Effectively manage and drive closure of renewal business
Identify At Risk Clients and determine needed remediation path
Take ownership for resolving customer issues; Partner with other internal teams to ensure client’s needs and resolution with escalated issues are being met.
Drive client adoption of Smarsh products and services via leading trainings or recommending for Professional Services custom trainings; provide valuable insights and best practices to customers based on their deployment
Work as part of a collaborative team and provide feedback for improvement to internal stakeholders

Requirements

What you’ll need

3+ years' experience with customer service, customer success or inside sales preferably for the financial industry or similar highly regulated industry -or- 1.5+years' experience in MM role or similar
BA/BS degree or 4+ years' experience in customer success in lieu of a degree
Completion of Customer Success outside learning
Effective oral and written communication skills
Strong organizational skills
Detail oriented
Proficiency at juggling multiple tasks
Ability to quickly understand questions and problem solve
Proven results in driving customer health and satisfaction resulting in loyalty and advocacy
Ability to deliver presentations to Sr leaders, accounting, &/or technical audiences
Intermediate knowledge of the Smarsh or heritage Actiance Product Suite
MS Office Suite knowledge (PPT)

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Smarsh Website LinkedIn All Job Openings 1001 - 5000 employees Founded 2001 💸 Finance 🏢 Enterprise ☁️ SaaS 💰 Private Equity Round on 2016-01 Finance
Enterprise
SaaS Smarsh is the global leader in communications data and intelligence, focusing on digital communications compliance and risk management in regulated industries. With over two decades of experience, Smarsh delivers AI-enabled solutions to unlock business insights from communications data at scale. Trusted by 95% of top financial firms and managing billions of messages monthly, Smarsh offers services like chat capture, email archiving, and digital risk surveillance. Their platforms are designed to meet the diverse and evolving needs of financial services, government, healthcare, and other industries, enhancing productivity and ensuring compliance with digital communication governance challenges. Customer Success Manager – Mid Market Job not on LinkedIn 🔥 55 minutes ago 🇺🇸 United States – Remote 💵 $70k - $75k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Demonstrates capability to excel in MM CSM responsibilities
Ability to manage territory and drive ownership of a Smarsh directed project or program
Serves as an SME for Smarsh processes and procedures, able to coach or onboard other CSMs
Deliver high level of responsiveness to assigned Mid-Market tier accounts
Work with clients via Retention Cases, prevent and manage churn
Tracks activity in SalesForce.com, and accurately logs outcomes of customer discussions
Maintains daily/weekly meetings for assigned accounts (~40- 100k ARR), typically a territory of approximately 120 accounts
Prepares and hosts Business Reviews for top assigned accounts in territory
Consistently meet or exceeds target customer activity metrics and SLOs
Manage assigned client contracts, invoices, billing, SLA reporting requirements
Process contract changes including add-on services, downgrades, cancellations
Create accurate quotes and obtain purchase orders for Smarsh services (exports, imports, 1x training fees)
Identify additional add on services to grow account, partner with sales for new opportunities identified
Effectively manage and drive closure of renewal business
Identify At Risk Clients and determine needed remediation path
Take ownership for resolving customer issues; Partner with other internal teams to ensure client’s needs and resolution with escalated issues are being met.
Drive client adoption of Smarsh products and services via leading trainings or recommending for Professional Services custom trainings; provide valuable insights and best practices to customers based on their deployment
Work as part of a collaborative team and provide feedback for improvement to internal stakeholders 🎯 Requirements
3+ years' experience with customer service, customer success or inside sales preferably for the financial industry or similar highly regulated industry -or- 1.5+years' experience in MM role or similar
BA/BS degree or 4+ years' experience in customer success in lieu of a degree
Completion of Customer Success outside learning
Effective oral and written communication skills
Strong organizational skills
Detail oriented
Proficiency at juggling multiple tasks
Ability to quickly understand questions and problem solve
Proven results in driving customer health and satisfaction resulting in loyalty and advocacy
Ability to deliver presentations to Sr leaders, accounting, &/or technical audiences
Intermediate knowledge of the Smarsh or heritage Actiance Product Suite
MS Office Suite knowledge (PPT) Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Recomendação Automática – CRM Plan 1 🔥 3 hours ago Société marocaine 1 - 10 ☁️ SaaS 🤖 Artificial Intelligence 🤝 B2B Website LinkedIn All Job Openings Senior Software Developer at Niduu, an EdTech focused on simplifying corporate training. Join our mission to enhance training experiences using innovative technologies. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success 🗣️🇧🇷🇵🇹 Portuguese Required Automatic Recommendation, CRM 🔥 3 hours ago Société marocaine 1 - 10 ☁️ SaaS 🤖 Artificial Intelligence 🤝 B2B Website LinkedIn All Job Openings Senior Software Developer at Niduu focused on developing applications to improve corporate training interactions. Contributing to the architecture and design of systems while mentoring team members. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success 🗣️🇧🇷🇵🇹 Portuguese Required Automatic Recommendation, CRM 🔥 4 hours ago Société marocaine 1 - 10 ☁️ SaaS 🤖 Artificial Intelligence 🏢 Enterprise Website LinkedIn All Job Openings Senior Software Developer at Niduu developing gamified educational tools. Collaborating on technology to enhance corporate training experiences. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success 🗣️🇧🇷🇵🇹 Portuguese Required Customer Success Manager 🔥 5 hours ago Vehlo 501 - 1000 🤝 B2B ☁️ SaaS 💳 Fintech Website LinkedIn All Job Openings Customer Success Manager responsible for account management in digital marketing at Vehlo. Building relationships with clients and driving results through marketing strategies. 🇺🇸 United States – Remote 💵 $50k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success CRM Technologist 🔥 8 hours ago RevPartners 11 - 50 🤝 B2B 🏢 Enterprise ☁️ SaaS Website LinkedIn All Job Openings HubSpot Technologist designing and optimizing HubSpot solutions for revenue operations. Collaborating with RevOps team to deliver measurable outcomes through technical expertise. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success View More Customer Success Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs