Customer Success Manager
Logistics, Sales & Operations · Sales & Business Development · Customer Success · Account Management · Enterprise Sales
In short
SiteOwl is seeking a Customer Success Manager (CSM) to manage customer relationships, drive adoption, and ensure satisfaction with their B2B SaaS platform for physical security. This remote role requires a passion for building relationships, a background in software/SaaS, and proficiency with AI tools to enhance customer success and retention.
Responsibilities
- Lead customer onboarding and training sessions.
- Build strong relationships with a portfolio of accounts and act as a trusted advisor.
- Partner with Sales to support pre-sales processes, including POC evaluations and demonstrations.
- Own the renewal process for assigned accounts, ensuring continued value realization.
- Conduct regular customer reviews to assess performance, identify risks and opportunities, and align on strategic outcomes.
- Actively use AI tools for customer communication, review preparation, and data synthesis.
- Collaborate with Product, Sales, and Support teams to champion customer needs.
- Take initiative and drive work independently, contributing new ideas.
Requirements
- College/University degree or work experience commensurate with a high school/GED diploma.
- 3+ years in Customer Success, Account Management, or a similar customer-facing role.
- Background in software/SaaS.
- Proficiency in Microsoft Office tools.
- Previous experience at a startup or small company is highly preferred.
- Excellent communication and relationship-building skills.
- Self-starter who thrives with autonomy and takes ownership.
- Strong organizational skills and comfort managing multiple accounts.
- Problem-solver with a proactive, can-do attitude.
- Comfortable adopting AI tools to boost efficiency.
- Ability to manage time and projects proficiently.
- Ability to perform responsibilities in a home office environment or while traveling.
- Ability to travel up to 25%.
Desired Qualifications
- Familiarity with the physical security industry.
- Experience managing a book of business and owning retention metrics (GRR, NRR, etc.).
- Proficiency in tools like Zendesk, Zoho, or LMS platforms.
- Prior experience writing customer-facing documentation or training resources.
Benefits
- Competitive compensation and benefits package.
- Bonus opportunities.
- 401(k) plan.
- Education assistance.
- Company car.
- Autonomy and opportunity to make a big impact.
- Meaningful work with room to grow.
#Customer Success#SaaS#B2B#Physical Security#Software#Remote