CareerPlan

Customer Success Manager, Digital - Florida

USARemoteFull-time$75k–$88k2026-11-08 → 2026-11-09
Remote

Core

Manage a high-volume, tech-touch book of business using a 'one-to-many' approach to drive network engagement and platform adoption for community-based organizations, government agencies, and healthcare organizations.

Role type

Customer Success Manager (Digital)

Builds

Customer engagement workflows, onboarding strategies, and targeted cadences for platform adoption

Domain

Social services / Non-profit technology / Health and social services

Deliverable

product features

Required skills

Customer success management, revenue management, process development, data analysis, Salesforce proficiency, cross-functional collaboration

Preferred skills

Experience managing revenue, experience in process development, ability to learn new technologies

Responsibilities

Manage a high-volume, tech-touch book of business using a 'one-to-many' approach; Deliver best practices for workflows and onboarding strategies; Segment book of business and develop strategic plans; Proactively leverage a matrix account team to develop and manage sales pipeline; Build and own targeted cadences to drive maturity and expansion; Leverage Salesforce to create innovative workflows; Understand the Product to teach customers how to use it; Own a number and understand GRR & CSQL metrics; Collaborate cross-functionally to create a seamless customer experience; Lead discussions around forecasting and pipeline status

Seniority

Mid-level (3+ years professional experience, 2-4 years in customer success)