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Customer Success & Growth Manager

Our Company:

Two Dots is using AI to remake the way consumer underwriting is done, starting with residential real estate. Consumers' most important financial information is locked up in documents, and we’ve built technology that is able to harness this data to help make better lending decisions.  We’ve coupled this underwriting agent with advanced document and identity anti-fraud, and we’re working toward democratizing sophisticated consumer underwriting for all. 

After raising our Series A, we are growing rapidly! And could use your expertise to help us become the new standard in consumer underwriting.

Please note that we require all full-time employees to work from our office in San Francisco, CA.

Role Overview: 

Two Dots is looking for a Customer Success & Growth Manager to drive the next phase of our AI-driven underwriting solutions. Reporting to our Head of Customer Success, you will play a pivotal role in ensuring our customers realize the full value of our solution. You’ll serve as a trusted advisor to corporate decision-makers, drive adoption, and help shape the future of our product based on real-world insights from the front lines.

This is a high-impact role for a customer-centric operator who thrives in fast-moving environments, has worked across account sizes, and brings deep experience building strategic relationships and CS playbooks from the ground up.

Key Responsibilities: 

  • Build and nurture strategic relationships with our largest customers — from day-to-day business users to executive stakeholders — to understand their goals, workflows, and definitions of success

  • Champion customer outcomes by tracking account health, leading quarterly business reviews, and creating success plans for our highest priority customers

  • Own the end-to-end customer journey including onboarding, adoption, expansion, and renewal, ensuring customers realize ongoing value from Two Dots at every stage

  • Proactively identify upsell opportunities, partnering with the Sales team to expand our footprint within customer portfolios

  • Serve as a front-line voice of the customer, gathering product feedback, surfacing high-impact needs, and working closely with Product and Engineering to shape our product roadmap

Who You Are: 

  • 5+ years of experience in Customer Success, CS Ops, Account Management, or Strategic Partnerships in B2B SaaS, ideally at a high-growth startup

  • Proven track record of retaining and expanding accounts of varying sizes

  • Experience working closely with or as an early employee in a CS team, with proven success building and executing scalable CS playbooks and processes

  • Thrives in an agile, fast-paced environment where products and processes change rapidly

  • Self-start with bias for action

  • Experience in management consulting a strong plus

What you get in return:

  • An opportunity to shape the future of AI-driven consumer underwriting and make a tangible industry impact

  • High agency role with opportunity to lead at a rapidly growing company in a massive market

  • Competitive salary, comprehensive equity package, and substantial benefits

Closing:

Two Dots is an equal opportunity employer. We aim to build a workforce of individuals from different backgrounds, with different abilities, identities, and mindsets. Even if you do not meet all of the qualifications listed above, we encourage you to apply!

Compensation is variable and is subject to a candidate’s personal qualifications and expectations. For this role, we offer the following base salary range, in addition to an equity package and full benefits: $150 - $175K per year.

Average salary estimate

$162500 / YEARLY (est.)
min
max
$150000K
$175000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Customer Success & Growth Manager, Two Dots

Are you ready to join Two Dots as a Customer Success & Growth Manager? Based in the heart of San Francisco, we are on a mission to revolutionize consumer underwriting using cutting-edge AI technology. Our goal? To make better lending decisions by unlocking valuable financial information tied up in documents. With our innovative approach, we’re democratizing complex underwriting processes for everyone. As a Customer Success & Growth Manager, you’ll be instrumental in helping our customers realize the full potential of our solutions. In this exciting role, you’ll connect with key decision-makers, drive product adoption, and provide vital insights that will shape our product’s future. Your day-to-day tasks will include nurturing relationships with major clients, tracking their success, and identifying growth opportunities, while also gathering feedback to enhance our offerings. If you have 5+ years of experience in Customer Success or related fields, particularly in B2B SaaS, and thrive in fast-paced environments, we want to hear from you! Join us at Two Dots and help set a new standard in customer-centric underwriting. Let’s make a meaningful impact together!

Frequently Asked Questions (FAQs) for Customer Success & Growth Manager Role at Two Dots
What are the main responsibilities of a Customer Success & Growth Manager at Two Dots?

As a Customer Success & Growth Manager at Two Dots, your main responsibilities will revolve around building strong, strategic relationships with our clients, ensuring they achieve their desired outcomes with our AI-driven underwriting solutions. You will track account health, conduct quarterly business reviews, and create success plans for high-priority customers. Additionally, you'll manage the entire customer journey from onboarding to expansion, proactively identifying upsell opportunities in collaboration with the Sales team.

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What qualifications are needed for the Customer Success & Growth Manager position at Two Dots?

To qualify for the Customer Success & Growth Manager role at Two Dots, candidates should have at least 5 years of experience in Customer Success, Account Management, or related fields, particularly within B2B SaaS environments. Proven success in retaining and expanding accounts, as well as experience constructing and executing CS playbooks, are essential. A track record of thriving in rapidly changing environments, along with self-starting capabilities, will also be highly valued.

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How does the Customer Success & Growth Manager contribute to product development at Two Dots?

The Customer Success & Growth Manager at Two Dots plays a critical role in product development by acting as the voice of the customer. By gathering feedback and surfacing high-impact needs from clients, you will collaborate with the Product and Engineering teams to shape the product roadmap. This ensures that our solutions not only meet but exceed customer expectations, driving overall satisfaction and growth.

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What type of work environment can a Customer Success & Growth Manager expect at Two Dots?

The work environment at Two Dots is dynamic and fast-paced, perfect for a Customer Success & Growth Manager who thrives in agile settings. Given the innovative nature of our AI-driven solutions, the company encourages quick adaptability and a proactive approach to problem-solving. You'll work closely with a diverse team focused on delivering exceptional customer experiences and shaping the future of consumer underwriting.

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What benefits can a Customer Success & Growth Manager expect while working at Two Dots?

As a Customer Success & Growth Manager at Two Dots, you can expect a competitive salary ranging from $150,000 to $175,000, along with a comprehensive equity package and substantial benefits. The role also offers a unique opportunity to make a significant impact in a growing company, influencing the future of AI-driven underwriting solutions while enjoying a high-agency position.

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Common Interview Questions for Customer Success & Growth Manager
Can you explain your approach to managing customer relationships?

When asked about managing customer relationships, focus on the importance of establishing trust and open communication. Detail how you would build a rapport with clients by understanding their needs and goals, advocating for their success, and regularly checking in on their account health.

Join Rise to see the full answer
How do you measure customer success?

In answering how to measure customer success, talk about key performance indicators such as customer satisfaction scores, Net Promoter Score (NPS), and retention rates. Emphasize the significance of using these metrics to drive strategic decisions and enhance overall customer engagement.

Join Rise to see the full answer
Can you provide an example of a time you turned around a difficult customer relationship?

To answer this, share a specific instance, focusing on your understanding of the customer's issues, the strategy you implemented to resolve their concerns, and how you restored their trust, ultimately leading to a positive outcome and renewed engagement.

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What strategies do you use to identify upsell opportunities?

Discuss your ability to engage in active listening during customer interactions, which helps in identifying needs for additional features or services. Mention how you would analyze customer data and feedback to proactively recommend solutions that add value to their workflows.

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How do you prioritize tasks when managing multiple customer accounts?

In your answer, explain your system for prioritizing based on urgency and potential impact. Discuss the use of customer health scores, meeting schedules, and strategic planning to ensure you allocate your time effectively across various accounts.

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What is your experience with developing and implementing Customer Success playbooks?

Share your hands-on experience in creating Customer Success playbooks, focusing on your methodology, the components you included, and how these frameworks aided the team in scaling processes and ensuring consistent customer engagement.

Join Rise to see the full answer
How do you handle customer feedback and product development collaboration?

Illustrate how you collect customer feedback through surveys and meetings, and how you use that data to influence product development. Emphasize the relationship between customer insights and enhancing the user experience of the solution.

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What excites you about working in a fast-paced startup environment like Two Dots?

Express your enthusiasm for the dynamic nature of a startup, highlighting how it fosters innovation and agility. Share your appreciation for the opportunity to wear multiple hats and contribute to various aspects of the business, creating a meaningful impact.

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How do you ensure your customers are getting value from the product?

Discuss the proactive measures you take, such as setting measurable success criteria, conducting regular check-ins, and monitoring customer engagement metrics to ensure users are receiving and realizing value from the solution.

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How would you respond to a customer who is unhappy with the service?

Highlight the importance of empathy and active listening when dealing with unhappy customers. Discuss the steps you would take in addressing their concerns promptly, keeping them informed while working toward a resolution that meets their needs.

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EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 4, 2025

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