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Customer Success Manager, SMB

About Nooks.ai:


Nooks is the AI Sales Assistant Platform (ASAP) that automates the busywork so reps can focus on the human part of selling and generate more sales pipeline. Nooks has helped thousands of sales reps hit quota, saved customers hundreds of thousands of hours, and powered hundreds of millions of dollars in pipeline. Nooks is loved by sales teams at companies like 1Password, Fivetran, Greenhouse, and hundreds more. For more information, visit Nooks.ai.

The role

Our SMB Customer Success Managers use a scaled approach to ensure customers are maximizing their value from Nooks and are delighted with the experience. 

This role is for someone who thrives on wearing multiple hats … onboarding new customers, proactively reaching out to customers with adoption challenges, supporting the customer journey with high-value content, and running the renewal process. Customer value is the key to successful renewals and expansions, and our CSMs focus relentlessly on maximizing the value for customers in their portfolio using a scaled approach. 

Responsibilities

  • Manage a portfolio of 150 SMB accounts, maximizing the impact and value of Nooks to users, stakeholders, and their business.

  • Onboard new customers, ensuring a seamless integration of Nooks into their sales processes.

  • Analyze customer usage metrics to identify Nooks features that might provide value and proactively lead upsell conversations. 

  • Monitor customer health metrics and develop proactive plans to address areas of concern.

  • Assist with Technical Support for your customers as needed.

  • Help us develop a scaled approach for customer success and retention, ensuring customer needs are met efficiently. 

  • Serve as the voice of the customer within Nooks, providing product feedback to ensure SMB customer requirements are successfully met.

Requirements

  • 1+ years of SDR experience

  • 1+ years of customer onboarding and support experience with a B2B SaaS tool

  • Sales domain expertise and experience working with Sales/Sales Development stakeholders is critical

  • 1+ years of B2B SaaS CSM experience managing a portfolio of 100+ accounts with a successful renewals track record preferred

  • Hands-on experience with an SEP such as Outreach, Salesloft, or HubSpot and familiarity with Sales tech stack

  • Comfortable with data analytics and experience using data to proactively identify customer challenges 

  • Excellent written and verbal communication skills

  • Self-starter with experience learning and working with a rapidly-changing SaaS tool, ideally in an early-stage startup

  • Demonstrated success taking ownership, working across teams, and wearing many hats in a dynamic, fast-paced environment 

We offer competitive compensation because we want to hire the best people and reward them for their contributions to our mission. We pay all employees competitively relative to the market. On top of this, we offer equity, generous perks, and comprehensive benefits.

Equal Employment Opportunity Statement

Nooks is an equal opportunity employer committed to fostering a diverse and inclusive workforce. We believe in providing equal employment opportunities to all individuals regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other characteristic protected by law.

Nooks does not discriminate in hiring, promotion, compensation, or any other employment practices, and we are committed to ensuring a workplace that is free from discrimination, harassment, and retaliation. We encourage individuals from all backgrounds to apply and join our team.

Average salary estimate

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

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What You Should Know About Customer Success Manager, SMB, Nooks

At Nooks, we're all about transforming the way sales teams operate with our cutting-edge AI Sales Assistant Platform (ASAP). We are currently seeking a motivated Customer Success Manager for SMBs to join our growing team in San Francisco. In this role, you'll leverage your expertise to ensure that our clients are getting the most out of Nooks and experiencing a seamless integration into their sales processes. As a Customer Success Manager, you’ll handle a portfolio of around 150 SMB accounts, guiding customers through onboarding and proactively reaching out to offer support. Your keen analytical skills will come into play as you monitor customer health metrics and actively identify opportunities for upselling. At Nooks, our goal is not just to meet customer needs but to excel at it, ensuring renewals and ongoing satisfaction. This position is a fantastic opportunity for someone who thrives in a fast-paced environment, enjoys wearing multiple hats, and is passionate about customer advocacy. You'll be the voice of the customer, sharing valuable feedback with our product team to keep enhancing the Nooks experience for SMBs. If you're a self-starter who enjoys data analytics and has a strong background in customer support within a SaaS environment, then this is the perfect role for you. Join us as we help sales teams across the globe achieve their fullest potential through Nooks!

Frequently Asked Questions (FAQs) for Customer Success Manager, SMB Role at Nooks
What are the key responsibilities of a Customer Success Manager at Nooks?

As a Customer Success Manager at Nooks, your primary focus will be to manage a portfolio of 150 SMB accounts. Your responsibilities will include onboarding new customers, analyzing usage metrics to identify features that could enhance value, and proactively developing plans to ensure customer satisfaction and retention. You will also assist with customer support and contribute feedback to improve the product based on customer experiences.

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What qualifications are required for a Customer Success Manager at Nooks?

To qualify for the Customer Success Manager position at Nooks, you should have at least 1 year of experience in sales development or customer onboarding within a B2B SaaS environment. Familiarity with sales tech stacks such as Outreach or HubSpot is also essential. Strong communication skills, a knack for data analytics, and a record of managing multiple accounts effectively are important for this role.

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How does Nooks ensure customer success and satisfaction?

Nooks is committed to ensuring customer success through a proactive approach. Our Customer Success Managers focus on understanding customer needs by analyzing their usage metrics and maintaining open lines of communication. By developing tailored strategies and constantly seeking feedback, we strive to enhance the experience for our customers, leading to higher satisfaction and renewal rates.

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What skills are essential for success in the Customer Success Manager role at Nooks?

Key skills for the Customer Success Manager role at Nooks include excellent written and verbal communication, analytical thinking for interpreting customer data, and the ability to collaborate across teams. Being adaptable and comfortable in a fast-paced, ever-changing startup environment will also be crucial for your success in this role.

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What opportunities for growth are available for a Customer Success Manager at Nooks?

At Nooks, we believe in cultivating talent and helping our employees grow within the company. As a Customer Success Manager, you can expand your skills and responsibilities, potentially stepping into higher-level roles as you demonstrate success in this position. We offer a collaborative environment where innovation and personal development are encouraged, making it a great place to advance your career.

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Common Interview Questions for Customer Success Manager, SMB
How would you approach onboarding a new SMB client at Nooks?

When onboarding a new SMB client at Nooks, I would begin by understanding their business goals and specific needs. I would set up a structured onboarding schedule that includes training sessions tailored to their sales teams, introducing them to key features of Nooks that can maximize their productivity. Continuous check-ins during the onboarding phase will help ensure that they feel supported and any challenges can be addressed immediately.

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Can you share how you’ve used data to improve customer success in a previous role?

In my previous role, I utilized customer usage analytics to identify features that were underutilized. I initiated targeted outreach campaigns to educate customers about these features and how they could enhance their overall experience. By monitoring customer engagement, I was able to drive adoption, which ultimately led to increased satisfaction and upselling opportunities.

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Describe a challenging situation with a customer and how you handled it.

In one instance, a customer was struggling to integrate our service fully. I scheduled a dedicated call to discuss their pain points, and through understanding their challenges, I was able to craft a personalized action plan to address specific issues. I also provided additional resources and scheduled follow-up sessions to ensure they felt supported. This proactive approach transformed their experience and strengthened our relationship.

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How do you balance managing multiple accounts effectively as a Customer Success Manager?

Effective account management requires excellent prioritization and organizational skills. I rely on CRM tools to keep track of customer health metrics, check-ins, and interactions. By segmenting customers based on their needs and level of engagement, I can create a tailored approach to each account that ensures none feel neglected while still driving overall productivity.

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What strategies do you use to identify upselling opportunities with customers?

To identify upselling opportunities, I analyze customer usage patterns to see where they might benefit from additional features. Regular check-ins also allow me to ask open-ended questions about their evolving needs. Building strong relationships makes customers more open to discussing potential expansions, and I consistently update them on any new offerings that would bring more value to their operation.

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What does customer advocacy mean to you in the role of a CSM?

Customer advocacy means being the voice of the customer within the organization. It involves listening to their feedback and experiences to inform product development and ensuring their needs are prioritized. As a CSM, I aim to foster loyal customers by championing their interests and developing strategies that delight them, ultimately leading to strong renewals and growth for the company.

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How do you keep up with trends in the SaaS industry that may impact customer success?

I regularly read industry publications, attend webinars, and participate in professional networks related to customer success in SaaS. Staying updated on new tools, technologies, and methodologies helps me adapt our strategies to meet industry standards and customer expectations effectively.

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How would you handle a situation where a customer is unhappy with Nooks?

In the event of an unhappy customer, I would first listen actively to their concerns, acknowledging their feelings. I would then collaborate with them to understand the root causes and work towards a suitable solution, whether it's providing additional training, addressing technical issues, or refining their use of the platform. Consistent follow-up is key to rebuilding their trust and ensuring a positive outcome.

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Describe your experience with technical support in the context of customer success.

My experience with technical support in customer success includes diagnosing issues that clients face with their integration or usage of a platform. I have been proactive in offering technical assistance during onboarding and providing follow-up support to answer any questions. By combining technical knowledge with customer service skills, I effectively solve problems that enhance user experience.

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What are the crucial elements of a successful Customer Success Manager at Nooks?

A successful Customer Success Manager at Nooks must possess strong analytical skills to interpret customer data, excellent communication abilities for fostering relationships, and a deep understanding of the sales process. Adaptability and the ability to wear multiple hats are also essential, as the startup environment requires agility and a customer-first approach to drive satisfaction and retention.

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DATE POSTED
April 11, 2025

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