Customer Success Manager

Summary

Join UpKeep as a Customer Success Manager and manage a portfolio of accounts, driving product adoption and maximizing customer value. You will be responsible for proactive activities to mitigate churn risks and uncover expansion opportunities. This role requires strong communication, technical aptitude, and experience in customer success or account management. You will work with cross-functional teams to deliver exceptional customer experiences and contribute to revenue retention and expansion. UpKeep offers a competitive base salary, annual bonus, benefits, and equity. The company fosters an inclusive and mission-driven culture with flexibility to work remotely.

Requirements

• Bachelor's Degree a plus in business, communications, or similar field
• 2+ years experience in a customer-facing customer success or account management role
• Experience with Salesforce
• Experience with being measured by Gross Revenue Retention, Net Revenue Retention, or similar metrics
• Experience with a previous cloud-based or SaaS company
• Ability to honor deadlines and follow through on commitments
• Outstanding prioritiztaion, organization, and time management skills
• Strong written and verbal communication skills. Ability to manage multiple streams of communication
• Strong web presentation skills
• Basic technical aptitude to understand how to troubleshoot issues and provide effective solutions
• Possess ability to diagnose non-technical issues and prescribe next steps
• Possess ability to set clear expectations with customers
• Possess ability to be assertive but empathetic during customer interactions
• Skillful at managing relationships
• Possess basic business acumen to understand how business principles relate to customer success

Responsibilities

• Oversee a dedicated book of business that fall under a “medium touch” engagement model
• Serve as a product expert and provide ongoing education about UpKeep’s platform to maximize user adoption
• Share best practices regarding driving user adoption, system management, and managing key maintenance workflows in UpKeep to help customers achieve desired outcomes
• Deliver value-driven engagements such as adoption check ins, account optimization meetings, and product walkthroughs
• Drive customer engagement
• Engage with customers via email, phone, video meetings, and in person visits
• Perform outreach on non-engaged accounts with the goal of delivering value to the customer and assessing their needs and satisfaction
• Complete a designated number of proactive outreach attempts per week or quarter
• Drive revenue retention
• Perform proactive activities to mitigate churn risks based on early warning signals, customer sentiment or information resources
• Partner with the Retention Team to resolve churn or downgrade requests
• Drive revenue expansion
• Perform proactive activities to uncover expansion opportunities and make recommendations plan upgrades or additional services
• Partner with the Sales team to drive renwal confirmation
• Partner with the Technical Support, Professional Services, Sales, and Produt team to deliver against customer’s needs and create an exceptional customer experience
• Help improve internal processes and standard operating procedures

Preferred Qualifications

• Self-starter that thrives in fast-paced environments
• Works well with others
• Receptive to change – is flexible. Seeks and adopts improved approaches and processes
• Initiates action – is results oriented, takes responsibility for actions and outcomes. Meets commitments and strives for high performance
• Manages the workload - makes timely decisions, prioritizes effectively, solves problems, monitors results and takes remedial action where necessary
• Technically proficient – able to apply the technical knowledge and skills required in the job role and responsibilities in order to achieve the expected outputs
• Takes responsibility for their own learning - knows personal strengths, recognizes development needs, and takes action to improve. Is open to feedback and always seeks to learn
• Communicates ideas – respectfully exchange information and proposes a way forward. Listen to views of colleagues and take in diverse perspectives
• Works collaboratively – shares knowledge and information, fosters teamwork and contributes to a positive work environment where people want to come to work
• Display ethical character and competence - acts with integrity and intent, is accountable for own actions, behaves according to the company values

Benefits

• Competitive base salary + annual bonus + benefits + equity
• Flexibility to work remote