Sweep

Customer Success Manager

Sweep

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Build trusted partnerships with executive sponsors and RevOps leaders across key accounts.
  • Lead enterprise onboarding, technical configuration, and strategic enablement plans.
  • Deeply understand each customer’s Salesforce infrastructure, data flow, and GTM strategy.
  • Serve as the technical liaison between customer teams and Sweep’s Product, Engineering, and Support teams.
  • Proactively monitor account health, usage trends, and adoption metrics to drive retention and expansion.
  • Run quarterly business reviews, identify growth opportunities, and advocate for customer needs internally.
  • Manage and drive annual customer contract renewals, maintaining long-term customer relationships and retention.
  • Develop scalable best practices and playbooks for enterprise success and expansion.

Requirements

  • 5+ years of experience in Customer Success, Strategic Account Management, or Salesforce consulting for enterprise SaaS solutions or SI.
  • Extensive Salesforce knowledge, including data model, automation, and advanced configuration.
  • Salesforce Administrator certification (preferred).
  • Proven ability to manage multi-stakeholder relationships across business and technical teams.
  • Experience with complex integrations, security reviews, and compliance processes.
  • Exceptional communication and executive presentation skills.
  • Strategic thinker with a consultative mindset and the ability to translate business goals into technical execution.
Benefits
  • healthcare
  • dental
  • vision
  • a 401(k) plan with matching contributions
  • flexible paid time off
  • team outings and more!

Applicant Tracking System Keywords

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

Hard skills
Salesforcedata modelautomationadvanced configurationcomplex integrationssecurity reviewscompliance processes
Soft skills
customer successstrategic account managementmulti-stakeholder relationship managementcommunicationexecutive presentationstrategic thinkingconsultative mindset
Certifications
Salesforce Administrator certification