WithMe, Inc.

Customer Success Manager

• Manage client relationships, conduct QBRs, and deliver performance insights
• Establish regular communication with clients to ensure satisfaction and retention
• Drive identification and successful conversion of upsell and cross-sell opportunities
• Track client metrics and KPIs using Salesforce
• Collaborate with internal teams to resolve issues and advocate for client needs
• Represent WithMe at client meetings and industry events

Client Success Manager

Lead Generation

• Proactively reach out to prospects via phone, email, and LinkedIn to generate interest and book qualified sales appointments.
• Qualify inbound and outbound leads for fit and readiness before handing off to Sales (RSD and NAE teams).
• Provide feedback to the Growth Marketing team to continually improve lead-generation strategies.
• Collaborate with Sales and Marketing to refine messaging, outreach, and lead qualification criteria.
• Ensure CRM data integrity by updating inaccurate or outdated prospect information.
• Stay current on industry trends, competitors, and WithMe’s offerings to effectively engage prospects.

Client Success Manager

Lead Generation Specialist