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Customer Success Manager, Mid-Market

At Affinity, we’re passionate about our customer's success and looking for strategic, results-driven CSMs. Your job will combine commercial leadership and customer advocacy. You will drive renewals while working closely with our clients to understand and address their business needs. This role is highly cross-functional, and you will regularly interface with our sales, product, and engineering teams to ensure we place our clients’ concerns above everything else. We hope you’re excited about the prospect of shaping the customer experience at Affinity!

What will I be doing?

  • Own a book of Affinity's Mid-Market customers driving renewals and upsell for these accounts.
  • Serve as a Customer Advocate: build a strategy to manage the engagement and success of our clients.
  • Act as a trusted advisor to our customers to drive broad product adoption and ensure they reach a high level of satisfaction with the product.
  • Become a product expert: Develop best practices to share with clients, helping them best leverage Affinity's full functionality.
  • Interface closely with sales, support, product, and engineering teams to share client feedback, resolve escalations, deliver outstanding client experiences, and directly impact the product roadmap.

Qualifications:

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. At Affinity, 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 perfectly align with the qualifications above, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Required

  • 5+ years of experience as a Customer Success Manager, Account Manager, or similar role.
  • Proven track record of achieving commercial targets and goals, preferably in an enterprise SaaS setting.
  • Experience managing accounts and renewals, upsell opportunities, and identifying growth opportunities
  • You have excellent interpersonal skills with a history of building strong business relationships.
  • You're an influential communicator with experience presenting to small and large audiences.
  • You're proficient in organization, account prioritization, and time management.
  • Ability to orchestrate cross-functional resources to ensure the success of your clients.
  • You are excited by the startup environment; you want to contribute to fine-tuning the structure and process to scale the customer success team.
  • Thrive in dynamic, fast-paced environments, embracing ambiguity and helping shape foundational strategies.

What you'll enjoy at Affinity: 

  • We live our values as playmakers who are obsessed with learning, care personally about our colleagues and clients, are radically open-minded, and take pride in everything we do.
  • We pay your medical, dental, and vision insurance with comprehensive PPO and HMO plans. And provide flexible personal & sick days. We want our team to be happy and healthy :) 
  • We offer a 401k plan to help you plan for retirement.
  • We provide an annual budget for you to spend on education and offer a comprehensive L&D program – after all, one of our core values is that we’re #obsessedwithlearning! 
  • We support our employee’s overall health and well-being and reimburse monthly for things such as; Transportation, Home Internet, Meals, and Wellness memberships/equipment.
  • Virtual team building and socials. Keeping people connected is essential.

Please note that the role compensation details below reflect the base salary only and do not include any variable pay, equity, or benefits. This represents the salary range that Affinity believes, in good faith, at the time of this posting, that it will pay for the posted job.  

A reasonable estimate of the current range is $75,000.00 - $125,000.00 USD Base. In addition, this position is also eligible to receive Commission based on departmental KPIs. Within the range, individual pay is determined by factors such as job-related skills, experience, and relevant education or training. 

About Affinity

With more than 3,000 customers worldwide and backed by some of Silicon Valley's best firms, Affinity has raised $120M to empower dealmakers to find, manage, and close more deals. How? Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers, Venture Capitalists, Consultants, and other strategic dealmakers to deliver automated relationship insights that drive over 450,000 deals every month. We are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed.

We use E-Verify

Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.

Average salary estimate

$100000 / YEARLY (est.)
min
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$75000K
$125000K

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 Manager, Mid-Market, Affinity.co

At Affinity, we're on a mission to empower our customers to achieve success, and we're looking for a Customer Success Manager for our Mid-Market segment who shares that passion. In this remote position, you'll play a pivotal role in driving customer renewals and ensuring that their voices are heard throughout our organization. In collaboration with sales, product, and engineering teams, you’ll get to dive deep into our clients’ needs, advocate for their success, and help them maximize the value they receive from our Relationship Intelligence platform. If you're someone who thrives in dynamic environments and has a knack for building strong relationships, you’ll be right at home at Affinity. Your days will involve managing a book of accounts, developing strategies for engagement, and becoming a product expert to guide clients on best practices. You’ll also use your communication skills to present insights, gather feedback, and resolve escalations effectively. With over 3,000 customers worldwide and recognition as a great workplace, Affinity offers an environment that values learning, well-being, and a commitment to excellence. If you're ready to shape the customer experience and contribute to a vibrant startup culture, we want to hear from you!

Frequently Asked Questions (FAQs) for Customer Success Manager, Mid-Market Role at Affinity.co
What are the main responsibilities of a Customer Success Manager at Affinity?

As a Customer Success Manager at Affinity, your main responsibilities include managing a portfolio of Mid-Market customers, driving renewals and upsells, acting as a customer advocate, and collaborating with various teams to share client feedback and resolve issues. You'll strategize on client engagement and satisfaction, ensuring that customers maximize their use of our product.

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What qualifications are essential for the Customer Success Manager role at Affinity?

To excel in the Customer Success Manager role at Affinity, candidates should have 5+ years of experience in Customer Success, Account Management, or a similar field. A proven track record of achieving commercial targets in an enterprise SaaS environment is crucial. Strong interpersonal skills, proficiency in organization and time management, alongside an ability to work cross-functionally, are fundamental for success in this position.

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How does the Customer Success Manager contribute to customer satisfaction at Affinity?

The Customer Success Manager at Affinity directly contributes to customer satisfaction by building strong relationships with clients, advocating for their needs, and ensuring they have the resources to effectively use the product. By acting as a trusted advisor, you'll help guide clients to achieve their business goals and respond actively to any challenges they face.

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What type of company culture can a Customer Success Manager expect at Affinity?

At Affinity, the company culture encourages learning, openness, and a commitment to excellence. As a Customer Success Manager, you'll be joining a team that values collaboration, supports employee well-being, and prioritizes the success of clients while embracing the dynamic nature of a startup environment.

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What opportunities for professional development does Affinity provide for Customer Success Managers?

Affinity is dedicated to the growth of its employees, offering an annual budget for education and a comprehensive learning and development program. This allows Customer Success Managers to enhance their skills continually, learn about industry best practices, and stay ahead in their careers while actively contributing to the company's success.

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Common Interview Questions for Customer Success Manager, Mid-Market
Can you describe your experience with customer renewals and upselling?

Be prepared to share specific examples of how you've successfully managed renewals and identified upsell opportunities. Highlight any strategies you implemented that led to increased customer satisfaction and retention.

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How do you prioritize tasks when managing multiple client accounts?

Discuss your approach to organization and time management, emphasizing tools or methods you use to ensure all client needs are addressed effectively while managing competing deadlines.

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What steps do you take to understand a client's business needs?

Share your process for conducting client interviews or surveys, reviewing performance metrics, and maintaining open lines of communication to ensure you fully understand and meet their evolving needs.

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How would you handle a situation where a client is unhappy with the product?

Emphasize your conflict resolution skills by walking through a specific scenario where you listened to a client’s concerns, worked with internal teams to resolve the issue, and ultimately turned the situation around to strengthen the relationship.

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Can you give an example of a successful project you led in your previous role?

Choose an example that showcases your leadership and project management skills. Detail your role, the objectives, the challenges you faced, and how you collaborated with others to achieve success.

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What role do you think a Customer Success Manager plays in a company's growth?

Explain how a Customer Success Manager is vital to driving customer satisfaction, loyalty, and upsell opportunities, all of which contribute to the overall growth and success of the company.

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How do you measure the success of your customer success initiatives?

Discuss the key metrics you focus on, such as Net Promoter Score (NPS), churn rate, renewal rates, and customer feedback, and how you use these metrics to refine your strategies.

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What strategies do you use to ensure effective communication with your clients?

Highlight the importance of regular check-ins, personalized follow-ups, and proactive communication, stressing how these strategies help build and maintain strong client relationships.

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How do you stay updated on industry trends and best practices in customer success?

Mention your dedication to continuous learning through online resources, industry conferences, webinars, and networking with peers, and how this knowledge informs your work as a Customer Success Manager.

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Why do you want to work as a Customer Success Manager at Affinity?

Articulate your interest in Affinity's mission, values, and innovative product offerings while expressing your enthusiasm for contributing to the customer success department in a dynamic startup environment.

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Affinity's patented technology structures and analyzes millions of data points across emails, calendars, and third-party sources to offer users the tools they need to automatically manage their most valuable relationships, prioritize important con...

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Full-time, remote
DATE POSTED
December 24, 2024

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