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Manager, Customer Account Management, Sr.SMB

This is Customer Account Management Leadership at Lattice

As a Manager of Customer Account Managers, you will lead and empower a team responsible for driving customer satisfaction, retention, and growth. You’ll develop strategies to enhance customer relationships, ensure platform adoption, and maximize revenue opportunities while fostering a culture of collaboration and continuous improvement. Your leadership will be instrumental in scaling our customer engagement efforts and maintaining our reputation for exceptional customer partnership.

What You Will Do:

  • Lead and Develop a High-Performing Team:

    • Hire, coach, and mentor a team of Customer Account Managers (CAMs) to achieve and exceed performance goals.
    • Provide ongoing training, development, and feedback to enhance skills in relationship management, strategic planning, and revenue growth.
    • Establish clear expectations, key performance indicators (KPIs), and accountability measures to drive success.

  • Drive Customer Success and Retention:

    • Develop and implement strategies to optimize customer satisfaction, retention, and expansion within our customer base.
    • Ensure the team proactively identifies and mitigates churn risks while fostering long-term customer partnerships.
    • Oversee and support account planning efforts to align with customer objectives and business goals.

  • Operational Excellence & Strategy Execution:

    • Collaborate cross-functionally with Sales, Customer Care, and Product teams to improve processes and enhance the customer experience.
    • Monitor team performance using data-driven insights, ensuring alignment with company objectives.
    • Drive efficiency in CRM usage, forecasting, and reporting to support decision-making and resource allocation.

  • Customer Advocacy & Continuous Improvement:

    • Act as an escalation point for high-priority customer issues, ensuring swift resolution and satisfaction.
    • Gather and synthesize customer feedback to influence product development and customer engagement strategies.
    • Stay informed on industry trends and competitive insights to refine customer account management best practices.

What We’re Looking For:

    • Proven experience in customer success, account management, or sales leadership.
    • Demonstrated success in leading and developing high-performing customer-facing teams.
    • Strong strategic thinking and problem-solving abilities, with a focus on data-driven decision-making.
    • Excellent communication, negotiation, and stakeholder management skills.
    • Ability to thrive in a fast-paced, high-growth environment and drive scalable processes.
    • 5+ years of experience working in Account Management, Renewals Management, and/or Sales
    • 3+ years of people management experience in Account Management, Renewals Management, and/or Sales

The estimated annual cash salary for this role is $123,550 - $154,350. This position is also eligible for incentive stock options, subject to the terms of Lattice’s applicable plans.

This position is also eligible for variable compensation of $52,950 - $66,150 subject to personal performance, company performance, and the terms of Lattice’s applicable plans.

Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: Medical insurance; Dental insurance; Vision insurance; Life, AD&D, and Disability Insurance; Emergency Weather Support; Wellness Apps; Paid Parental Leave, Paid Time off inclusive of holidays and sick time; Commuter & Parking Accounts; Lunches in the Office; Internet and Phone Stipend; One time WFH Office Set-Up Stipend; 401(k) retirement plan; Financial Planning; Learning & Development Budget; Sabbatical Program; and Invest in Your People Fund

*Note on Pay Transparency:

Lattice provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on (a) location, as Lattice factors in specific location when benchmarking compensation for most roles; (b) individual candidate skills and qualifications; and (c) individual candidate experience.

Additionally, Lattice leverages current market data to determine compensation, so posted compensation figures are subject to change as new market data becomes available. The salary, other compensation, and benefits information is accurate as of the date of this posting. Lattice reserves the right to modify this information at any time, subject to applicable law.

About Lattice

Lattice is on a mission to build cultures where employees and their companies thrive. In an age where employees have more choices than ever before, businesses that put employees first are winning 🏅– and Lattice is building the tools to empower those people-centric companies.

Lattice is a people success platform that offers performance reviews, employee engagement surveys, real-time feedback, weekly check-ins, goal setting, and career planning in a way that allows companies to focus on employee development, growth, and engagement – yielding stronger employee retention, performance, and impact to the bottom line 📈. Since launching in 2016, we have grown to over 5,000+ customers globally, including brands like Loom, Robinhood, and Gusto. 


Lattice is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Lattice is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.

By clicking the "Submit Application" button below, you consent to Lattice processing your personal information for the purpose of assessing your candidacy for this position in accordance with Lattice's Job Applicant Privacy Policy.

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CEO of Lattice
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Average salary estimate

$138950 / YEARLY (est.)
min
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$123550K
$154350K

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 Manager, Customer Account Management, Sr.SMB, Lattice

If you're looking for an exciting opportunity to lead a dynamic team and make a significant impact on customer satisfaction, then the role of Manager, Customer Account Management at Lattice might be just what you’re after. At Lattice, we don’t just manage customer accounts; we are champions of customer success! You will helm a dedicated group responsible for nurturing long-term relationships, driving growth, and ensuring that our clients derive maximum value from our people success platform. Your leadership will inspire your team of Customer Account Managers (CAMs) to excel, as you work together to establish strategies that enhance customer relationships and maximize revenue opportunities. With Lattice’s strong focus on collaboration and continuous improvement, you’ll find there's plenty of room to innovate when driving customer satisfaction. You'll dive into customer plans, identify churn risks, and actively engage with various teams to improve processes. Plus, your insight will directly shape how we develop our product to meet our clients' needs. This isn’t just about meeting targets; it’s about being part of a culture that values development—both for our customers and our employees. If you thrive in fast-paced environments and love the idea of mentorship and strategic planning, Lattice absolutely wants to hear from you!

Frequently Asked Questions (FAQs) for Manager, Customer Account Management, Sr.SMB Role at Lattice
What are the responsibilities of the Manager, Customer Account Management at Lattice?

As the Manager, Customer Account Management at Lattice, your primary responsibilities revolve around leading a high-performing team of Customer Account Managers (CAMs). You'll drive customer success, focusing on satisfaction and retention, while also developing strategies to enhance customer relationships and maximize revenue opportunities. This includes overseeing account planning, collaborating with cross-functional teams, and acting as an escalation point for any high-priority customer issues. Engaging in continuous improvement by gathering customer feedback to influence product development is also a significant aspect of the role.

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What qualifications are required for the Manager, Customer Account Management position at Lattice?

To be considered for the Manager, Customer Account Management position at Lattice, candidates should possess a proven background in customer success, account management, or sales leadership. Requirements include at least 5 years of experience in account management or renewals management, along with a minimum of 3 years in a people management role. Strong communication and problem-solving skills are essential, as is the ability to thrive in a fast-paced, high-growth environment.

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What is the expected salary for the Manager, Customer Account Management role at Lattice?

The expected annual cash salary for the Manager, Customer Account Management position at Lattice ranges from $123,550 to $154,350, depending on experience and qualifications. In addition, there are opportunities for variable compensation between $52,950 and $66,150 based on personal performance and company performance metrics. This competitive compensation structure reflects Lattice’s commitment to rewarding talent and hard work.

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How does Lattice support employee development for the Manager, Customer Account Management role?

Lattice places a strong emphasis on employee development, particularly for managerial positions like the Manager, Customer Account Management. The company provides ongoing training, mentorship, and a learning and development budget to facilitate continuous growth. You will also have the opportunity to participate in a sabbatical program and access financial planning resources, all aimed at fostering professional development and achieving career goals within the company.

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What benefits are offered for the Manager, Customer Account Management at Lattice?

In addition to a competitive salary, the Manager, Customer Account Management role at Lattice comes with a comprehensive benefits package. This includes medical, dental, and vision insurance, life and disability insurance, wellness programs, paid parental leave, and generous paid time off. Employees also enjoy a 401(k) retirement plan, commuter and parking accounts, and stipends for office setup and internet/phone expenses. These benefits reflect Lattice’s commitment to creating a supportive work environment.

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Common Interview Questions for Manager, Customer Account Management, Sr.SMB
How do you approach building relationships with clients in a customer account management role?

In a customer account management role, building strong relationships with clients starts with understanding their needs and expectations. I prioritize active listening during meetings, allowing clients to express their concerns and goals. From there, I focus on personalized communication and regular follow-ups, ensuring they know I'm their go-to person for assistance. Building rapport is about trust, reliability, and being genuinely interested in their success.

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Can you describe a time when you successfully improved customer satisfaction?

Absolutely! In my previous role, I noticed some clients expressing dissatisfaction over long response times. I initiated a project to streamline communication channels and established clearer KPIs for response times. By training my team and implementing these strategies, we reduced response times significantly, leading to a notable increase in customer satisfaction scores. This experience taught me the importance of proactive problem-solving.

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How do you manage a high-performing team in a demanding environment?

Managing a high-performing team in a demanding environment requires clear communication and setting achievable goals. I focus on establishing a supportive atmosphere where team members feel valued and understood. Regular one-on-one meetings allow me to provide feedback and address any concerns. I also encourage them to share best practices and celebrate their successes to foster motivation and teamwork.

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What are your strategies for identifying and addressing customer churn risks?

Identifying customer churn risks involves a mix of data analysis and client engagement. I review metrics such as usage patterns and customer feedback regularly. Additionally, I conduct check-ins with clients to discuss their satisfaction and any potential issues. If concerns arise, I collaborate with the team to develop personalized strategies to address them proactively, thus improving retention.

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Describe your experience with CRM tools and how you use them to enhance customer engagement.

In my roles, I've utilized CRM tools extensively to track customer interactions, monitor engagement levels, and analyze data. I use these tools to create dashboards that highlight customer health scores, enabling my team to prioritize outreach effectively. CRM systems help me to ensure that we maintain meaningful communication and anticipate clients' needs, ultimately enhancing their engagement and satisfaction with our services.

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How do you collaborate cross-functionally to improve customer experiences?

Cross-functional collaboration to enhance customer experiences involves effective communication and teamwork. I regularly liaise with sales, product development, and customer support teams to share insights and advocate for customer needs. By ensuring all departments are aligned, we can swiftly address issues, develop solutions, and refine our processes, ensuring that our customer experience is consistent and positive throughout.

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What qualities do you believe are essential for a successful customer account manager?

Successful customer account managers need to possess strong relationship-building skills, excellent communication abilities, and a thorough understanding of customer needs. Adaptability is crucial, as is the capability to dive into data for deriving insights. Lastly, a strategic mindset and the ability to problem-solve will empower them to guide clients effectively and foster long-term partnerships.

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How do you gather and synthesize customer feedback effectively?

Gathering and synthesizing customer feedback effectively starts with asking the right questions during surveys or check-ins. I ensure that my team compiles the feedback regularly and categorizes it into actionable insights. Analyzing trends and common themes allows us to present findings in a way that is digestible for product and leadership teams, ensuring that customer voices significantly influence our strategies.

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What metrics do you find most valuable in measuring account management success?

In measuring account management success, I find metrics such as customer satisfaction scores (CSAT), Net Promoter Score (NPS), retention rates, and upsell growth to be essential. These metrics provide clear insights into how well we are serving our customers and the effectiveness of our strategies. Regularly monitoring these KPIs allows me to make informed decisions and adapt our approach as needed.

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What motivates you most in a leadership role in customer account management?

What motivates me most in a leadership role in customer account management is the ability to create a positive and nurturing environment for both my team and our clients. I thrive on seeing my team succeed and grow while ensuring our customers achieve their goals. The satisfaction derived from fostering strong relationships and watching both customers and team members flourish is my driving force.

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Our mission is to make work meaningful. We believe that good performance management is critical for companies and employees to be successful. Unfortunately, the process is often painful, but we don’t think it has to be that way. By streamlining t...

37 jobs
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CULTURE VALUES
Inclusive & Diverse
Rise from Within
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DATE POSTED
April 4, 2025

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