Lead, coach, and develop a high-performing team of Customer Success Managers
Oversee customer onboarding, adoption, and success across the team’s portfolio
Define and track team and individual KPIs to ensure alignment with business goals
Own CS operations, including CRM systems (Planhat, Salesforce) and process implementation
Proactively identify risk and manage escalations across the portfolio
Drive the creation of impactful case studies and ROI storytelling for strategic accounts
Build the Customer Success playbooks for the CS teams
Collaborate cross-functionally to shape scalable initiatives and customer success best practices - particularly manage the feedback product and ensuring clear follow-up on product roadmap with clients
Build trusted relationships with key projects to support retention and expansion
Requirements
4+ years of experience in a B2B customer-facing role
3+ years of experience managing a Customer Success team
Strategic & entrepreneurial mindset – You don’t just follow playbooks—you create and refine them. You thrive in early-stage startups, move fast, and build scalable processes. You take ownership, anticipate challenges, and drive impact.
Strong operational and analytical skills, with a proactive approach to improvement
Cross-functional leadership – You partner effectively with Sales, Marketing, Product, and Engineering to align customer needs with business objectives, drive retention, and fuel expansion.
Exceptional communication & executive presence – You are clear, concise, and persuasive in writing, speaking, and presentations. You can influence stakeholders at all levels, from C-suite executives to frontline team members.
Proficiency with CS platforms, ideally Planhat and Salesforce
Experience training and developing CSMs
Familiarity with the construction industry is a strong plus or a high touch/low tech SAAS