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Customer Success Manager

Job Title: Customer Success Manager 

Location: Remote USA

THE OPPORTUNITY:

While we’re proud of our history, we’re even more excited about the future. We want to create a world-class culture and company that attracts, develops, engages and retains elite talent.

At Salesloft, our Customer Success Manager will be pivotal to our company’s success. You will be a key member of our fast-growing and high-performing Customer Success Organization acting as the go-to resource for our valued customers.

On a day-to-day basis, you will be responsible for ensuring successful product adoption and retention of key customers in the business. Specifically, you will:

  • Effectively manage immediate escalations alongside long-term project plans.
  • Organize workload and daily/weekly responsibilities in accordance with customer data points and situational context.
  • Align with account teams to prioritize actions within your book of business.
  • Pair pre-built resources with bespoke next steps that are relevant to the customer and their business objectives.
  • Leverage tools to evaluate customer utilization patterns and provide relevant next-step recommendations.
  • Share foundational sales engagement insights and best practices with an emphasis on how to execute those practices using Salesloft.
  • Leverage and tailor scaled success plans Proactively reach out to customers to offer data-driven recommendations on best practices to help them increase their ROI with SalesLoft. 
  • Leverage scaled touchpoints to drive ROI across your entire customer base as well as take a more consultative approach to a subset of your highest ARR accounts.
  • Lead business reviews  with key stakeholders (including C-Level) and deliver detailed success plans to help customers reach their business objectives and monitor progress.

In addition to working with amazing colleagues who exemplify our ‘team over self’ core value, you will also have the opportunity to build long-term, trusted relationships with key executives and influencers with a subset of your customers.  You will own, drive, and affect change for your customers by having an obsessive focus on their outcomes. Daily you’ll focus on driving customer adoption through strategy calls and customized business reviews at the executive level.  The goal is to be the ultimate storyteller in showcasing the compelling impact on your customers' business made possible by their use of Salesloft. Remember, you are the quarterback of the customer experience and you will have an opportunity to make a difference. 

WHAT WE’RE LOOKING FOR:

We are seeking an experienced customer-facing professional who will engage, retain, and drive our customers' understanding of Salesloft product offerings working strategically with sales, cs, and leadership (both internally and with the customer). You will be measured on the retention, expansion, activities like business reviews and success plans, and the happiness index of a book of business (Salesloft’s customers). 

If you’re looking for an opportunity to learn more, do more, and become more, then becoming a Customer Success Manager is the career path for you!

THE TEAM:

Our Salesloft’s team is comprised of seasoned and up-and-coming Customer Success professionals who are all aligned on one vision and mission:

  • Vision: Every seller is loved by the buyers they serve (#saleslove)
  • Mission: Equip companies to maximize revenue by creating a fantastic buying experience

The Customer Success team consists of 30 some team members who develop and maintain a deep understanding of the customer’s business drives, goals, and steer activities to align with these initiatives. They act as a liaison between internal teams to ensure customer needs are being met, partner with sales to define and achieve customers’ success criteria, and demonstrate ROI and ensure customers renew the Salesloft Product Suite.  We strive to ensure customer satisfaction through inspiring, educating/training, driving adoption, managing stakeholders, and influencing the customer.

The team is also the epitome of our core values and every day they… Lead with humility and respect, Earn customer trust, Put team over self, Redefine what’s possible and Deliver big results. 

THE SKILL SET:

  • 2+ years of experience in a Customer Success role
  • 1+ years of experience using the Salesforce CRM. Must have an intermediate to expert knowledge of Salesforce CRM components such as leads, activities, contacts, opportunities, and reporting. (Salesforce Admin Certification is a plus!) 
  • Previous experience in a SaaS/Technology company or fast-growing start-up preferred. 
  • Superb listening skills and the proven ability to dig deeper to uncover the customer’s true objectives
  • High level of empathy - it’s important for our CSMs to be a good person to peers and customers
  • You are a clear, confident, and compelling communicator — in writing, in conversation, and in front of an audience
  • You are extremely perceptive and highly emotionally intelligent, making you agile in adapting your executive presence and approach to any audience and personality
  • You are an expert project manager who ruthlessly prioritizes, manages stakeholder expectations, and ensures all key objectives and timelines are met
  • You are resourceful, scrappy, and creative — if a playbook doesn't exist yet, you go figure it out and build it for the whole team to use
  • You are confident in technical conversations — hearing “API” doesn't make you run and hide

WITHIN ONE MONTH, YOU’LL:

  • Attend Salesloft’s New Hire Orientation, where you will learn our Salesloft story and understand what makes our “Lofters” unique 
  • Join our 3-week Sales Bootcamp, where you will learn our software and all the skills necessary to set you up for success, allowing you to make an impact in the market quickly
  • Begin 1:1’s with your manager, understand your 30-60-90 day plan, meet & shadow current members of the Salesloft team, and delve into your territory 
  • Set your OKRs (Objectives and Key Results) with your manager and develop an action plan to achieve them
  • Meet key partners in Renewals, Sales,  Support,  Finance, Marketing, Executives, etc. - they will be key relationships for you throughout your deal cycle
  • Become demo certified

WITHIN THREE MONTHS, YOU’LL:

  • Begin working with customers
  • Be Salesloft admin-certified
  • Be enrolled in our Salesloft PM certification program
  • Be a product expert and feel comfortable walking a customer through all aspects of the Salesloft platform
  • Have proficiency in both the Salesloft product capabilities as well as modern sales engagement best practices

WITHIN SIX MONTHS, YOU’LL:

  • Be running with your customer success plans and business reviews to encourage adoption & process optimization
  • Be able to show quantifiable ROI to customers in the form of success stories
  • Have a greater ability to understand deep technical aspects of a product and educate customers and peers using simplified explanations

WITHIN TWELVE MONTHS, YOU’LL:

  • Set an example for new CSMs, and assist in training, onboarding, and motivating new Lofters
  • Be a proven self-starter and able to come up to speed on complex, difficult concepts with minimal assistance
  • Have a thorough understanding of the challenges an organization faces when implementing a new technology and how to help them manage change

WHY YOU’LL LOVE SALESLOFT:

At Salesloft, we're not just a company, we're a community built on shared values. 

  • Lead With Humility and Respect
  • Earn Customer Trust
  • Put Team Over Self 
  • Redefine What’s Possible
  • Deliver Big Results

Salesloft delivers a performance force multiplier for the world’s most demanding companies. Salesloft’s Revenue Orchestration Platform, delivering the first AI-powered durable revenue engagement model, keeps market-facing teams on top of all buyer signals, with outcomes-driven prioritization so they always act first on what matters most. Thousands of the world’s most successful sales teams, like those at Google, 3M, IBM, Shopify, Square, and Cisco, drive more revenue with Salesloft.

While we’re proud of our history, we’re even more excited about the future. We want to create a world-class culture and company that attracts, develops, engages and retains elite talent.

Since our founding in 2011, we have grown into a global, award-winning organization with Lofters based all over the world. As a testament to our organizational health, we have been named by Forbes as one of America’s Best Startup Employers in 2021, Atlanta Business Chronicle’s 2022 Healthiest Employers, three times by Deloitte as a ‘Fastest-Growing Technology Company in North America,’ and have been recognized as a top workplace by Fortune, Glassdoor, Atlanta Journal-Constitution, and Inc Magazine. 

In addition to our stand-out organizational health:

  • 2024 Best Places to Work Certified for a fourth consecutive year
  • Leader in The Forrester Wave™: Revenue Orchestration Platforms for B2B, Q3 2024
  • G2 Enterprise Sales Engagement Leader 15 consecutive quarters
  • Recognized by Gartner Peer Insights as a Customer’s Choice in 2023 Voice of the Customer for Sales Engagement Applications
  • G2 recently ranked us #1 in Enterprise Sales Engagement and we were named a leader in the 2022 Forrester Wave for Sales Engagement.  We received the highest possible score in 26 out of 30 criteria, more than any other vendor evaluated in our category. 

We’re redefining an age-old industry. This is challenging work – but our team of driven innovators makes the journey thrilling. We’re fast-paced, cutting-edge, and collaborative. We pursue excellence in everything we do and have a lot of fun along the way. Come join us!

 WHY SHOULD YOU WORK AT SALESLOFT:

  • You will become part of an amazing culture with a supportive CEO and smart teammates who actually care
  • You will work with an amazing team you can learn from and teach
  • You will experience joining a high-growth/high-trajectory organization
  • You will hear “Yes, let’s do that!” and then have the opportunity to successfully execute on your ideas
  • You will build community with Lofters of many cultures and backgrounds through ERGs and DEI initiatives
  • We have a vibrant, open office that utilizes modern technology
  • We firmly believe you will have the opportunity to  grow more here than you would anywhere else

Salesloft is committed to creating a sense of belonging for all Lofters. We integrate representation and inclusion into Salesloft’s core by establishing and meeting specific, time-bound objectives for fair hiring and career growth. We prioritize actionable steps over terminology, and showcase how a genuinely diverse and inclusive culture enhances our financial success and overall performance. 

We are proud to be an Equal Opportunity Employer and provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.

Don’t meet every single requirement? Studies have shown that people from underrepresented groups are less likely to apply to jobs unless they meet every single qualification. At Salesloft we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.

Keep an eye on our Careers Page for other positions!

#LI-Remote

It is Salesloft’s intent to pay all Lofters competitive wages and salaries that are motivational, fair and equitable.  The goal of Salesloft’s compensation program is to be transparent, attract potential employees, meet the needs of all current employees and encourage employees to stay with our organization.  

Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location.

The total compensation package for this position may also include performance bonus, stock, benefits and/or other applicable incentive compensation plans. 

Salesloft embraces diversity and invites applications from people of all walks of life.  We are proud to be an Equal Opportunity Employer and provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law. 

Base Pay Range
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What You Should Know About Customer Success Manager , Salesloft

As a Customer Success Manager at Salesloft, based in the heart of Atlanta, Georgia, you will play a pivotal role in fostering strong relationships and ensuring our customers achieve outstanding success with our innovative sales engagement solutions. Your day-to-day responsibilities will revolve around helping valued clients maximize their return on investment with Salesloft. You will become the go-to resource for key accounts, managing both immediate escalations and long-term projects, while effectively organizing your workload in alignment with customer data insights. By pairing pre-existing resources with tailored next steps, you will not only drive product adoption but also facilitate business reviews with C-level executives, showcasing the transformative impact of our platform on their operations. We’re looking for someone who brings at least two years of customer-facing experience, a keen understanding of the Salesforce platform, and a genuine empathy for customer challenges. You will collaborate closely with account teams, translating your findings into actionable, data-driven recommendations that resonate with each client’s unique business goals. Your work will involve leveraging various tools to analyze customer patterns and present strategies that enhance user engagement. At Salesloft, we pride ourselves on our vibrant culture and commitment to personal and professional growth, ensuring you’ll have ample opportunities to advance your career while making a real difference in our customers' success stories. If you thrive on nurturing relationships and helping clients succeed, this is the role for you!

Frequently Asked Questions (FAQs) for Customer Success Manager Role at Salesloft
What are the responsibilities of a Customer Success Manager at Salesloft?

As a Customer Success Manager at Salesloft, you'll be responsible for managing customer relationships, ensuring successful product adoption, and driving the retention and growth of our valued client accounts. This includes conducting business reviews, providing tailored recommendations based on customer usage patterns, and collaborating closely with internal teams to meet customer needs and enhance their overall experience.

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What skills are essential for a Customer Success Manager role at Salesloft?

Essential skills for a Customer Success Manager at Salesloft include excellent communication and listening abilities, empathy for clients' issues, project management expertise, and a solid understanding of Salesforce CRM. Additionally, being resourceful and having the capability to drive customer engagement through strategic insights are crucial to success in this role.

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What experience is needed to apply for the Customer Success Manager position at Salesloft?

To apply for the Customer Success Manager position at Salesloft, candidates should have at least 2 years of experience in a customer success role, preferably within a SaaS or technology environment. Familiarity with Salesforce CRM is required, and having Salesforce Admin Certification is a plus. A strong track record of engaging and retaining customers, as well as a deep understanding of sales engagement strategies, will also be beneficial.

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How does Salesloft ensure customer success in its Customer Success Manager role?

Salesloft ensures customer success through a proactive approach where Customer Success Managers actively engage with clients, provide data-driven recommendations, and conduct regular business reviews. The role emphasizes building long-term relationships and understanding each customer's objectives, which helps in tailoring success plans to guide them effectively in using the Salesloft platform.

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What growth opportunities are available for Customer Success Managers at Salesloft?

Customer Success Managers at Salesloft have various growth opportunities, including participating in extensive training programs, gaining certifications in Salesforce and Salesloft products, and the chance to mentor new team members. The company emphasizes personal and professional development, allowing you to advance your career while contributing meaningfully to customer success.

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Common Interview Questions for Customer Success Manager
How do you handle difficult customer interactions as a Customer Success Manager?

When faced with challenging customer interactions, I focus on active listening to fully understand the customer's concerns. I remain calm and empathetic, validating their feelings while reassessing the situation to provide a solution that meets their needs. This approach not only helps resolve the issue but also strengthens the customer relationship.

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Can you provide an example of a successful project you managed in a customer-facing role?

In my previous role as a Customer Success Manager, I managed a project to improve user engagement for a major client. By analyzing their usage data and conducting a series of strategy sessions, we not only increased adoption rates but also enhanced customer satisfaction, leading to a successful renewal and expansion of their contract.

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What metrics do you consider most critical in measuring customer success?

Critical metrics for measuring customer success include customer satisfaction scores, net promoter scores, product usage analytics, and renewal rates. These provide a comprehensive view of customer engagement and satisfaction, helping us pinpoint areas for improvement and celebrate successes.

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How do you approach building relationships with C-level executives?

Building relationships with C-level executives requires understanding their business goals and aligning our offerings accordingly. I aim to provide value in every interaction by sharing insights and strategies that could impact their bottom line, ensuring that our discussions are relevant and constructive.

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What strategies do you use to drive product adoption among users?

To drive product adoption, I employ a consultative approach, offering tailored training sessions and resources based on user feedback and data analysis. I also regularly check in with users to address questions and provide ongoing support, which reinforces their confidence in utilizing our products effectively.

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How do you prioritize your workload when managing multiple clients?

I prioritize my workload by assessing the urgency and importance of each client's needs. I employ project management tools to ensure that deadlines are met while also maintaining flexibility to adapt to any emerging issues. This allows me to effectively manage my time while delivering high-quality support across all accounts.

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How do you keep up with product updates and ensure your clients are informed?

I keep abreast of product updates by regularly reviewing company communications and participating in internal training sessions. To inform clients, I proactively schedule updates and training sessions where I can present new features and how they can benefit their business, ensuring they remain engaged with our evolving offerings.

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What role does empathy play in customer success management?

Empathy is crucial in Customer Success Management. It enables me to understand my clients' challenges and concerns more profoundly, allowing me to provide personalized strategies and solutions that resonate with their specific needs. This emotional intelligence fosters trust and loyalty in relationships.

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What do you consider the biggest challenges facing Customer Success Managers today?

One of the biggest challenges is ensuring customers achieve ongoing value from technology investments, particularly as products rapidly evolve. Staying proactive, continuously improving customer engagement strategies, and developing a deep understanding of each client’s business needs are vital to addressing this challenge.

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How would you handle a situation where a client is unhappy with the service they are receiving?

In the event of an unhappy client, I would first listen to their concerns without interruption, showing that their feedback is valued. I would then work collaboratively to identify the root of the issue and propose a clear action plan to address it, ensuring continuous communication throughout the resolution process.

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Salesloft is a sales engagement platform founded in September 2011. The company is committed to helping thousands of the world’s most successful selling teams drive more revenue with The Modern Revenue Workspace™.

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DATE POSTED
April 5, 2025

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