CareerPlan

Customer Success Manager

Advertising Specialty InstituteFull-time$55k–$60k2026-11-06 → 2026-11-10
On-site

Core

Guide new distributor members through an 18-month journey to build their business, drive product adoption, and foster long-term loyalty using ASI's platforms and services.

Role type

Customer Success Manager (B2B retention & onboarding)

Builds

Distributor member success and platform adoption

Domain

Promotional products industry (B2B services)

Required skills

B2B retention, sales experience, client onboarding, business reviews, customer engagement analysis, retention strategies, collection management, trade show participation, stakeholder collaboration, record keeping

Preferred skills

Bilingual capabilities, collections experience, Microsoft Dynamics proficiency

Technologies

Microsoft Bookings, Microsoft Dynamics, Microsoft Office Suite

Responsibilities

Lead new distributor members through an 18-month customer journey; manage client onboarding calls; conduct regular business reviews; monitor customer engagement scores; recommend new services and solutions; respond to member concerns to increase satisfaction; support retention efforts by reducing cancellation rates; attend trade shows; partner with Account Executives on escalations; maintain detailed activity records.

Seniority

Mid-level, hands-on IC