Customer Success Manager (SaaS)

TL;DR

Customer Success Manager (SaaS): Driving customer satisfaction and loyalty by fostering strategic relationships and delivering exceptional service to small to mid-market clients and dedicated accounts. Focus on understanding customer needs, recommending actionable strategies, and advising customers on leveraging features to streamline workflows and solve complex business challenges.

Location: Ability to operate within regional time zones.

Company

ClickUp is the first truly converged AI workspace, unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI.

What you will do

• Develop and manage engagement plans for a diverse client portfolio using both scaled and personalized approaches.
• Conduct in-depth discovery sessions to understand customer needs and recommend actionable strategies for success.
• Gather, analyze, and translate functional and technical requirements into tailored ClickUp solutions.
• Analyze customer product usage data and translate it into actionable recommendations.
• Proactively engage with customers to evaluate progress, address roadblocks, and uncover new opportunities for success.

Requirements

• Minimum 2 years of experience in a customer-facing SaaS role, preferably in Customer Success or Account Management.
• Strong communication and interpersonal skills, with the ability to build rapport and trust with customers of various levels and segments.
• Resilient and adaptable, especially in a fast-paced startup environment.
• Understanding of industry-specific workflows, particularly in services, software development, marketing, and PMO.
• Experience in working with various teams to achieve customer outcomes (Marketing, Finance, Product, Sales, Support).
• Experience with Customer Success SaaS technology such as CRM, Salesforce, Tableau, Outreach, Apollo, Front, and others.

Culture & Benefits

• We hire based on ambition, grit, and a passion for improving the way people work.
• We assess every candidate based on the potential impact they can have.
• We hire the best people for the job and support each person’s journey to build their boldest career.