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Customer Success Manager - YourMembership

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Fast Facts

YourMembership is seeking a Customer Success Manager to enhance client relationships and ensure the successful use of its SaaS-based association management software.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Responsibilities: Manage customer relationships, drive retention and expansion through effective communication, and maintain accurate records of customer status using Salesforce.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Skills: Required skills include excellent communication, organizational skills, team collaboration, and experience with customer success or account management in a SaaS context.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Qualifications: A minimum of 5 years of relevant experience in customer success, account management, or in associations and nonprofit organizations is preferred.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Location: This is a remote position based in the US.

liETtVLaARqgmMEbYzHNNLIzUPcdfPrwhYtVK7Qa.png Compensation: Not provided by employer. Typical compensation ranges for this position are between $65,000 - $95,000.



Overview

We are seeking a Customer Success Manager (Remote) to join our growing team!

YourMembership

With 25+ years of experience, YourMembership was designed to help small to mid-sized organizations deliver great member experiences and streamline their workloads. As the leading SaaS-based association management software in the industry, YourMembership is built on a foundation to ensure our customers’ success. Our cloud features and security measures are of the highest quality and constantly enhanced to deliver world-class stability and confidence. Organizations lean on YourMembership to easily manage membership activities, boost member engagement, and increase non-dues revenue. Learn more at yourmembership.com. 

Responsibilities & Qualifications

Position Summary

The Customer Success Manager (CSM) is the primary relationship owner and account contact for an assigned subset of YourMembership’s customers. A CSM is responsible for establishing and maintaining a healthy relationship between YourMembership and assigned customer. Healthy relationships result in adoption (customers’ successful use of YourMembership to meet their organizational needs), retention (on-time subscription renewal with appropriate price increase), account expansion (adding YourMembership features and services + adding other Momentive Software products). This is accomplished through discovering and understanding customers’ needs, creatively generating solutions for those needs through YourMembership and other Momentive products and services, skillfully communicating via videoconference, phone, and email, and negotiating contract details to win deals.

A Day in the Life

  • Contribute to a positive team culture centered on serving clients 
  • Own and foster the relationship between YourMembership and assigned customers, serving as the primary account contact and escalation path. 
  • Drive customer retention (renewal) through proactive and responsive communication, creation and communication of solutions, and explanation and negotiation of contracts 
  • Drive customer expansion through identification of needs, creation and communication of solutions, and explanation and negotiation of contracts 
  • Drive customer satisfaction and success through proactive outreach, utilization and account reviews, and responding to client challenges, complaints, and survey responses 
  • Maintain accurately the status of each customer's renewal opportunities, expansion opportunities, and overall health and sentiment using Salesforce and established processes 
  • Gather feedback from customers about their experience with YourMembership’s product, support, and services, and share that feedback with relevant team to contribute to improvement of the experience for all clients 
  • Complete continuous learning and maintain an expert-level knowledge of the product platform and industry best-practices 
  • Follow established processes for the customer success team and provide input to improve those processes 
  • Collaborate with team members to meet other company objectives 

We are looking for someone who brings

Experience: 

  • Requires at least 5 years of experience in areas related to Momentive’s business: customer success, account management, sales, or services, especially in a SaaS context. 
  • OR Requires at least 5 years of experience in areas related to Momentive’s customer base: associations, membership organizations, nonprofit organizations, especially in management

Computer/Technical:  

  • Expert knowledge of the YourMembership product platform, or ability to gain it through training 
  • Ability to use customer relationship management software; experience using Salesforce is a plus 
  • Ability to use or learn Microsoft Office tools: Outlook, Teams, Excel, PowerPoint, Word 

Other Skills:  

  • Demonstrated teamwork skills and ability to influence peers and leaders in a positive way 
  • Excellent verbal and written communication, organization, and follow up skills, including comfortability communicating with executives and other decision-makers 
  • Excellent judgement in decision-making, especially when balancing the needs of clients, team members, the company, and other stakeholders 
  • Proven ability to handle a high-volume of assigned customers, multiple tasks, and meet deadlines with minimal supervision 

Total Rewards

About Us

Momentive Software amplifies the impact of over 30,000 purpose-driven organizations in over 30 countries. Mission–driven organizations and associations rely on the company’s cloud-based software and services to solve their most critical challenges: engage the people they serve, simplify operations, and grow revenue. Built with reliability at the core and strategically focused on events, careers, fundraising, financials, and operations, our solutions suite is bound by a common purpose to serve the organizations that make our communities a better place to live. Learn more at momentivesoftware.com

Why work here?

Good People, Doing Good Things: Employees at Momentive Software are techies and volunteers who strive to make the company a great place to work. We dream big and are motivated to help our customers use the technology we create to improve the world around us.

  • Medical, Dental & Vision Benefits
  • 401(k) Savings Plan & Company Match
  • Flexible Planned Paid Time Off
  • Generous Sick Leave
  • Casual Environment
  • Purpose-Driven Culture
  • Work-Life Balance
  • Passionate About Community Involvement
  • Company Paid Parental Leave
  • Company Paid Short Term Disability
  • Remote Flexibility

Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.

#LI-REMOTE

#LI-JF1

Average salary estimate

$80000 / YEARLY (est.)
min
max
$65000K
$95000K

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 - YourMembership, Momentive Software

Are you ready to make a big impact on client relationships and customer satisfaction as a Customer Success Manager with YourMembership? This remote role offers you the chance to bring your 5+ years of experience in customer success or account management to a company that has dedicated over 25 years to enhancing member experiences for small to mid-sized organizations. In this position, you'll be the go-to person for an assigned subset of customers, ensuring they not only successfully use YourMembership's industry-leading SaaS-based association management software, but also maximally benefit from its features. Your day-to-day will involve driving customer retention and expansion, which means developing strong connections through effective communication and understanding their unique needs. You will use tools like Salesforce to keep track of customer statuses and proactively reach out to clients, fostering a positive experience and gathering valuable feedback. Collaborating with your teammates, you will contribute to a culture that prioritizes serving clients while constantly honing your expertise in the product and industry best practices. This role not only provides a fulfilling challenge but also offers the flexibility of remote work, fitting seamlessly into your lifestyle. If you're passionate about helping organizations grow and succeed, YourMembership could be your next great opportunity!

Frequently Asked Questions (FAQs) for Customer Success Manager - YourMembership Role at Momentive Software
What are the main responsibilities of a Customer Success Manager at YourMembership?

As a Customer Success Manager at YourMembership, your primary responsibilities include managing customer relationships, improving retention rates, and identifying opportunities for account expansion. You’ll be the main point of contact for an assigned group of customers, guiding them in utilizing YourMembership's SaaS platform effectively. Maintaining precise records of your customer’s status using Salesforce will also be key to your success. This proactive approach ensures that clients receive exceptional service and their feedback contributes to ongoing improvements.

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What qualifications are needed for the Customer Success Manager position at YourMembership?

To qualify for the Customer Success Manager position at YourMembership, candidates should ideally have at least 5 years of relevant experience in customer success or account management, particularly in a SaaS environment. Familiarity with associations or nonprofit organizations is also desirable. Strong communication and organizational skills are essential, alongside a proven ability to handle high volumes of customer accounts and projects efficiently.

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How does YourMembership support the professional growth of its Customer Success Managers?

YourMembership supports the professional growth of Customer Success Managers by encouraging continuous learning and offering access to training resources that enhance product knowledge and industry best practices. The company fosters a collaborative team environment where contributions to the customer success process are valued, enabling individual team members to develop their skills and advance their careers within the organization.

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What tools do Customer Success Managers use at YourMembership to manage their client relationships?

Customer Success Managers at YourMembership primarily utilize Salesforce for tracking customer status, managing relationships, and documenting interactions. Additionally, tools like Microsoft Office (Outlook, Teams, Excel, PowerPoint, Word) are employed for communication and analysis. YourMembership prioritizes equipping its team with robust tools to ensure efficient client management and effective service delivery.

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What is the work culture like at YourMembership for Customer Success Managers?

The work culture at YourMembership is centered around positivity, collaboration, and purpose. As a Customer Success Manager, you’ll be part of a team that champions customer service excellence and embraces a flexible work environment. The organization values diversity and inclusivity, creating a workplace where innovative ideas are welcomed and every team member's contribution to making the world a better place is appreciated.

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Common Interview Questions for Customer Success Manager - YourMembership
What methods do you use to build relationships with clients as a Customer Success Manager?

To build strong relationships with clients, I prioritize proactive communication, actively listening to their needs, and understanding their challenges. I make it a point to schedule regular check-ins, provide ongoing support, and deliver tailored solutions that align with their goals, which helps foster trust and long-term collaboration.

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How do you handle dissatisfied customers?

When dealing with dissatisfied customers, my approach is to listen carefully to their concerns without interruption, empathetically acknowledge their feelings, and work to identify the root cause of the issue. I then present potential solutions and keep them informed throughout the resolution process to restore their confidence in our services.

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Can you describe a time when you successfully expanded an account?

In a previous role, I identified a customer’s need for additional features as their organization grew. I organized a demo to showcase how those features could enhance their operations. By effectively presenting the value proposition and aligning it with their goals, I successfully expanded their account to include those additional services, leading to increased customer satisfaction.

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What steps do you take to ensure timely renewals?

To ensure timely renewals, I maintain consistent communication with my customers, reminding them of the renewal timeline well in advance. I address any concerns or issues that may influence their decision, and I discuss the value they’ve received from our services, highlighting any new features or offerings that could improve their experience.

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How do you keep track of customer health metrics?

I utilize customer relationship management tools, particularly Salesforce, to track customer health metrics. I monitor usage patterns, renewal dates, and feedback scores to assess overall sentiment, making adjustments in my approach based on the data to maintain a proactive stance in client management.

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What is your approach to onboarding new clients?

My approach to onboarding new clients involves a structured introduction that includes setting clear expectations, providing training sessions to ensure they understand how to use the product effectively, and establishing a support channel for any immediate questions or issues. This foundational support ensures clients feel confident in their new solutions.

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How do you prioritize multiple customer accounts?

I prioritize multiple customer accounts by categorizing them based on their needs, potential for expansion, and overall status. I create a schedule to address high-priority accounts more frequently while allocating time for regular check-ins with all clients to ensure no one feels neglected, maintaining a balanced approach to engagement.

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How do you manage customer feedback to improve services?

I actively solicit feedback through surveys and direct communication, analyzing the insights provided. I then compile this feedback to identify trends and share it with relevant teams for continuous improvement. This process not only enhances our services but also demonstrates to customers that their opinions matter.

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What strategies do you use for effective communication with clients?

For effective communication, I adopt a multi-channel strategy—leveraging email, video calls, and phone conversations. I tailor my communication style to match the client's preferences and needs, ensuring clarity and responsiveness while fostering a collaborative relationship.

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Why do you want to work for YourMembership as a Customer Success Manager?

I am drawn to YourMembership because of its commitment to community-driven organizations and its impressive SaaS solutions that genuinely help improve member experiences. I share the company’s passion for purpose-driven initiatives, and I believe my experience aligns well with the mission to empower organizations, making this the perfect opportunity for me to contribute and grow.

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Our people and innovative technology solutions facilitate collaboration, enhance community engagement, and help drive social impact. We believe mission-driven innovation provides greater value, allowing associations and nonprofits to continue tran...

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DATE POSTED
April 12, 2025

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