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Enterprise Customer Success Manager

At LumiQ, we’re on a mission to make professional education enjoyable. As a modern, audio-first learning platform, we empower accounting and finance professionals to fulfill their continuing professional development requirements through engaging podcasts. Over the past five years, we’ve cultivated a devoted customer base of over 1,000 corporate and accounting firms across North America.


LumiQ is proud to be a 2024 Deloitte Fast 50 winner. We’re creating awesome proprietary content, nailing our go-to-market strategy, and being the first to shake up the industry. Most recently, we secured a strategic investment from Vertu Capital to fuel our expansion globally and continue executing on our exponential growth plans.


LumiQ is also a certified Great Place to Work! We’re all about transparency, ownership, innovation, and empathy. If you’re ready to make a real impact and help us transform professional education, we’d love to hear from you!


About The Role:


Reporting to our Manager, Customer Success, the Enterprise Customer Success Manager will be responsible for the adoption, advocacy, retention, and growth of LumiQ customers. The CSM will drive user engagement across the platform and ensure alignment to drive client happiness.


What You'll Be Doing:
  • Own and develop relationships with enterprise customers, key business stakeholders, and end users to ensure a best-in-class customer experience.
  • Proactively monitor customer health, product adoption, and engagement trends to mitigate churn and identify growth opportunities.
  • Conduct customer onboarding, regular business reviews, and goal alignment meetings to ensure customer success.
  • Act as the voice of the customer, gathering feedback and advocating for their needs internally.
  • Provide timely, clear, and proactive communication to customers, ensuring high responsiveness and attention to detail.
  • Maintain accurate and up-to-date customer records in Salesforce and other CRM tools.
  • Analyze customer usage to track engagement and inform strategy.
  • Helping move a company from a compliance to culture of learning
  • Assist with additional projects and initiatives as needed.


Who You Are:
  • You have 3-5 years of experience in a customer-facing or client management role, whether in Customer Success, Account Management, Learning & Development, or Professional Services.
  • You thrive in relationship-driven roles, where building connections and driving long-term engagement is key.
  • You have strong organizational skills and can balance multiple projects, accounts, or initiatives with efficiency.
  • You are detail-oriented, proactive, and comfortable using tools like Salesforce (or another CRM) and Excel for tracking customer engagement and insights.
  • You communicate effectively, both written and verbal, and can collaborate seamlessly with clients and internal teams.
  • You’re adaptable and eager to work in a fast-paced, evolving environment, always looking for ways to enhance customer success strategies.
  • You have a growth mindset and a passion for learning, always seeking to expand your knowledge to better support clients and drive success.
  • Ability to engage and interact with executive stakeholders, fostering strong relationships through strategic discussions, active listening, and tailored communication


If you think your experience is most of the way, there we’d still love to meet you!


Please note this is a flexible hybrid role based out of Toronto, Canada. Employees will be expected to be able to commute to the office 2 times a week. However, for training & onboarding purposes, the in-office expectation time will increase.


Benefits and Perks:

- Health Benefits are available after 3 months with us, including a yearly health spending account. You'll also have access to an Employee Assistance Program for additional support if needed.

- Hybrid Work Style: The best of both worlds. Enjoy remote work and a downtown Toronto office with snacks, events, and ping pong.

- Monthly team social events: (Super Smash Bro party, hot chocolate bar, Blue Jays game, Hot One's Challenge are just a few examples of what we have done in the past).

- Schedule flexibility: We know our employees have lives outside of work and don’t mind if you need to run to a mid-day doctor's appointment or pick up a kid early from school!

- Nomad policy: Work remotely 4 weeks of the year from anywhere in the world.

- Endless Learning: Our platform isn't just for accountants. Listen to podcasts on soft skills, career development, leadership, and more.

- LumiQ Clubs: Join an existing club or start your own!

Average salary estimate

$70000 / YEARLY (est.)
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$60000K
$80000K

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What You Should Know About Enterprise Customer Success Manager, LumiQ

At LumiQ, we're reshaping the way professional education is delivered, and we're looking for an enthusiastic Enterprise Customer Success Manager to join our vibrant team in Toronto. In this role, you'll play a vital part in ensuring our valued enterprise clients thrive in their use of our innovative audio-first learning platform. With a stellar reputation among accounting and finance professionals, we aim to enhance their continuing professional development through engaging podcasts. Your mission will involve fostering strong relationships with our enterprise customers, understanding their needs, and driving product adoption and engagement. As you guide clients through their journeys, you'll conduct onboarding sessions, regular business reviews, and goal alignment meetings to maximize their success. You’ll also be the voice of our customers, advocating for their feedback while tracking their usage and engagement trends on platforms like Salesforce. With your strong organizational skills and detail-oriented approach, you'll help mitigate churn and seize growth opportunities. At LumiQ, we value transparency, innovation, and empathy, and we promise a supportive environment where you can make a genuine impact. So, if you're excited about enriching customer experiences and transforming professional education within an award-winning company, we would love to hear from you!

Frequently Asked Questions (FAQs) for Enterprise Customer Success Manager Role at LumiQ
What are the key responsibilities of an Enterprise Customer Success Manager at LumiQ?

As an Enterprise Customer Success Manager at LumiQ, your primary responsibilities will include developing strong relationships with enterprise clients, overseeing their onboarding and product adoption, monitoring customer health to identify growth opportunities, and advocating for customer needs internally. You'll also conduct regular business reviews to ensure alignment and satisfaction while maintaining detailed records of customer interactions in Salesforce.

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What qualifications are required to become an Enterprise Customer Success Manager at LumiQ?

To succeed as an Enterprise Customer Success Manager at LumiQ, you should have 3-5 years of experience in customer-facing roles such as Customer Success, Account Management, or Professional Services. Exceptional organizational skills and a proactive attitude are essential, as you’ll be managing multiple clients simultaneously. Strong communication skills, both written and verbal, are crucial for building relationships and collaborating with clients and internal teams.

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What skills are essential for the Enterprise Customer Success Manager position at LumiQ?

The essential skills for an Enterprise Customer Success Manager at LumiQ include relationship-building capabilities, organizational skills, adaptability in fast-paced environments, proficiency in using CRM tools like Salesforce, and a growth mindset. You should also be detail-oriented and skilled in analyzing customer engagement to inform strategies that enhance customer success.

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How does LumiQ ensure a supportive environment for its Enterprise Customer Success Managers?

LumiQ is dedicated to creating a supportive work environment for Enterprise Customer Success Managers. We offer a hybrid work style that balances remote work and in-office collaboration, along with flexible scheduling to accommodate personal commitments. Our focus on team bonding through monthly events and a commitment to employee growth through continuous learning keeps our team engaged and motivated.

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What benefits do Enterprise Customer Success Managers receive at LumiQ?

Enterprise Customer Success Managers at LumiQ enjoy a range of benefits, including health benefits available after three months of employment, access to an Employee Assistance Program, and the flexibility to work remotely for four weeks a year. Additionally, we promote endless learning opportunities through our platform and offer a fun workplace culture with engaging social events and perks like a yearly health spending account.

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Common Interview Questions for Enterprise Customer Success Manager
What strategies would you use to ensure customer satisfaction as an Enterprise Customer Success Manager at LumiQ?

To ensure customer satisfaction, I would focus on proactive communication, actively seek customer feedback, and tailor my support based on each client's unique preferences and needs. Understanding customer goals and aligning them with our offerings is key, along with regularly checking their engagement metrics to address any concerns before they escalate.

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Can you describe a situation when you turned a dissatisfied customer into a happy one?

In my previous role, I encountered a customer who was unhappy with the product adoption process. I organized a meeting to discuss their specific issues, listened actively to their concerns, and worked to develop a customized onboarding plan. By providing targeted support and consistent follow-ups, I was able to rebuild their trust and turn them into a loyal advocate for our product.

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How do you manage multiple accounts effectively?

Managing multiple accounts requires strong organizational skills. I utilize CRM tools to track interactions, deadlines, and customer health metrics for each account. Setting reminders for regular check-ins, prioritizing tasks based on urgency, and maintaining a systematic approach helps me balance my time effectively across all accounts.

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What role does data analysis play in your success as a Customer Success Manager?

Data analysis is crucial as it provides insights into customer engagement trends and product usage. By closely monitoring these metrics, I can identify potential churn risks and growth opportunities, allowing me to proactively address issues and enhance customer experiences. Utilizing data effectively guides my strategy and decision-making.

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How would you advocate for a customer's needs internally at LumiQ?

I believe in open communication and collaboration. After gathering customer feedback and pain points, I would present these insights to relevant internal teams, such as product or marketing. By articulating the customer's needs clearly and emphasizing their impact on our relationship, I can help drive initiatives to improve our offerings accordingly.

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What is your approach to onboarding new enterprise customers?

My approach to onboarding new enterprise customers involves personalized sessions tailored to their specific goals. I would create an onboarding plan that outlines key milestones, provide resources for education, and schedule regular check-ins to monitor progress. Celebrating small wins along the way fosters engagement and establishes a strong foundation for a successful partnership.

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How do you handle difficult conversations with customers?

Handling difficult conversations requires empathy and active listening. I prepare by understanding the customer’s perspective and remain calm, allowing them to express their frustrations. Acknowledging their concerns and offering solutions demonstrates our commitment to their success, and I strive to turn these challenging moments into opportunities for improvement.

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What motivates you to succeed as an Enterprise Customer Success Manager?

My motivation stems from the desire to create positive impacts in clients' businesses. Helping customers achieve their goals and seeing their success can be incredibly rewarding. I thrive on building relationships, understanding their evolving needs, and continuously finding ways to enhance their experience with our products.

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Can you provide an example of how you contribute to a culture of collaboration?

Contributing to a culture of collaboration involves actively engaging with colleagues and sharing insights. I often initiate cross-departmental meetings to exchange feedback and collaborate on client strategies, fostering a unified approach to customer success that ultimately benefits everyone involved.

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How do you stay up-to-date with trends in customer success?

I stay up-to-date with trends in customer success through a variety of channels such as industry publications, webinars, and networking with other professionals in the field. Additionally, I prioritize self-education by attending workshops and utilizing our learning platform to enhance my knowledge, ensuring that I bring the most current best practices to my role.

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Lumiq is an intuitive platform backed by cutting edge systems, which allows the Advisor to collaborate efficiently with technology. Our technology guides smarter investment decisions along each step of the way regardless of market dynamics, views ...

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April 1, 2025

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