Customer Success Manager
Core
Own a named book of professional-services customers, driving adoption, value realization, renewals, and expansion to improve their project profitability.
Role type
Senior Customer Success Manager (B2B SaaS, Professional Services)
Builds
Adoption of professional services automation platform for better margin visibility (via careerplan.io/jobs/F6-005-96-17E-customer-success-manager-at-teamworkcom)
Domain
SaaS / Professional Services Automation
Required skills
Commercial negotiation, account ownership, executive business reviews, churn risk mitigation, workflow architecture, data-driven retention strategies
Preferred skills
Agency operations knowledge, AI tool building, playbook innovation
Technologies
HubSpot, Salesforce, CRM tools
Responsibilities
Lead strategic Executive Business Reviews (EBRs) with agency leadership to demonstrate ROI; Manage a dedicated book of Mid-Market accounts for retention and growth; Negotiate renewal terms and carry the commercial number; Map client business processes to platform capabilities for workflow architecture; Identify and surface expansion signals to Sales; Contribute to internal customer success playbooks and health-scoring models.
Seniority
Senior, hands-on IC