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Customer Success Manager

Traditional surveys fall short in today’s world. That’s why we built ThoughtExchange, a platform powered by cutting-edge AI that enables leaders to connect with their communities and gain immediate, actionable insights that drive meaningful change.


From school districts to Fortune 500 companies, we empower thousands of leaders with the quality data they need to make a real impact. Our mission drives us, and we’re committed to creating positive change alongside a team of brilliant, diverse, and collaborative individuals. Thanks to these efforts, we’ve been recognized among Best Companies' Group Inclusive Workplaces and named one of Canada’s Top Growing Companies for the past five years.


At ThoughtExchange, we’re reshaping community and employee engagement for good. If you’re passionate about making a difference, we’d love to have you join our journey.


The Role: 


We are looking for a Customer Success Manager to join our Customer Success team at ThoughtExchange.  They will play a vital role in ensuring our customers achieve their goals and realize the full value of their investment in our platform.  They’ll act as a trusted advisor and strategic partner, building strong relationships with key stakeholders to drive engagement, renewals, and growth. By developing tailored success plans, delivering in-depth training, and providing ongoing support, they’ll enable customers to harness the power of ThoughtExchange for their unique needs.  This exciting role offers the opportunity to make a meaningful impact by supporting our School District partners across Canada and the US.


The hiring range for this role is $79,500-$88,500 CAD (OTE $114,000 - $126,5000). Your specific compensation within this range is determined based on your job-related skills, knowledge, experience, and our internal equity assessment.


What You’ll Do:
  • Serve as a trusted advisor & strategic partner through every stage of the customer journey to drive customer engagement & advocacy, secure renewals & identify growth opportunites 
  • Build and foster multi-level customer relationships by deepening relationships with key contacts and identifying other key stakeholders at the customer's organization
  • Lead the end-to-end renewal process, including territory planning, negotiation, execution of renewal & expansion/upsell opportunities, moving opportunities through the pipeline, and delivering accurate forecasts to CS leadership
  • Develop success plans aligned with the customer's goals, business challenges and timelines and translate their vision into value-based solutions to drive product adoption and ROI 
  • Support customers in onboarding, executing value-based engagements, provide recommendations on survey design and structure, and deliver ongoing training sessions as needed
  • Conduct strategic business reviews to align with customers on priorities, product updates, customer satisfaction, engagement best practices and value received to date 
  • Advocate for customer needs & pain points internally by ensuring customer feedback is documented and that critical insights are surfaced across key departments
  • Use data and leading indicators to proactively identify customer risk & opportunities, taking action to mitigate risk & seizing opportunities for account growth
  • Collaborate with internal teams, including Product, Support, and Development, to resolve customer challenges and ensure a seamless, consistent experience.
  • Use internal systems & tools to track key accounts, contacts, opportunities, communications, and important notes in a timely manner
  • Stay informed on product updates, emerging engagement strategies, and industry best practices to ensure alignment with current trends and deliver innovative solutions to customers
  • Collaborate closely with cross-functional teams to share customer stories, gather referrals, support seamless new customer handoffs and support product improvements 


What We’re Looking for:
  • Proven experience in Customer Success, Account Management, or a related role, preferably in a SaaS or technology environment.
  • Demonstrated success in driving renewals, upsells, and managing complex customer accounts
  • Strong relationship-building and interpersonal skills to foster trust and engagement with multi-level stakeholders
  • Exceptional communication, presentation, and negotiation skills
  • Ability to manage multiple deadlines, with excellent organizational and time-management skills
  • Commitment to maintaining excellent data hygiene by promptly recording all notes, activities, milestones, and tasks related to customer interaction
  • Excited by the ability to travel and to meet customers face-to-face as well as potential in-person team or company meetings (no more than once a quarter)


Nice to Have:
  • Experience working in the Education vertical 
  • Knowledge of survey design principles, engagement best practices, and/or ROI measurement
  • Foundational knowledge of CRM (Customer Relationship Management) software for file management, updating accounts, and tracking health metrics
  • Experience upselling or generating new business 


$79,500 - $88,500 a year
The hiring range for this role is $79,500-$88,500 CAD (OTE $114,000 - $126,5000). Your specific compensation within this range is determined based on your job-related skills, knowledge, experience, and our internal equity assessment.

If you don’t see yourself fully reflected in every job requirement listed in the posting above, we still encourage you to reach out, apply, and tell us more about yourself in your application. Research has shown that women and underrepresented groups often only apply when they feel 100% qualified. We are committed to creating a more equitable, inclusive, and diverse company. We strongly encourage applicants of all genders, ages, ethnicities, cultures, abilities, sexual orientations, and life experiences to apply. 


ThoughtExchange welcomes applications from people with disabilities. Support is available upon request for candidates participating in all aspects of the selection process. Finally, we know from time to time, emergencies happen, and you may need to reschedule an interview - we understand and encourage you to be in communication without worrying about losing the opportunity or your credibility.


What we offer: ThoughtExchange wants to ensure our people are heard, supported, and cared for—so we invest in our employees. We're continuously asking our employees what they need to ensure we're supporting their successes in the workplace and life. We are proud to offer our employees the following:


Benefits & Well-Being: From day one, you’ll receive a benefits package focused on health & wellness that includes a generous time off policy, flexible extended benefits plan options, and company-wide Mental Health days off scheduled through the year. Our benefits package also includes maternity & parental leave top-up programs and access to Maple, Inklebot, and Headspace which support our employees' primary care, mental health, and wellness needs.


Flexibility: We’ve been remote-first for over ten years. We’re contribution-focused and operate on mutual trust because we need you to feel empowered to be your best self. You know the circumstances in which you excel—where you work and how you structure your day.


Ownership: In addition to competitive pay and benefits, employees receive share options when joining the company. Additional options are awarded throughout your ThoughtExchange career based on ongoing contributions to the company.


Culture: We walk the walk when it comes to our product and ensure no important decisions are made without including our employees' perspectives. We value and prioritize everyone’s voice, so we use our anonymous, anti-bias platform to make sure people are comfortable sharing their real thoughts and feedback.


Compensation: We want you to do your best work, and part of that is being happy with your compensation. We pay fairly, considering the complexities of market rates, experience, location, and demand. We believe in pay transparency and pay equity. 


Connection: In addition to remote hubs of employees across Canada and the US and offices in Rossland and Vancouver, we get together as a company every 1-2 years in some pretty cool locations. We also connect virtually as a company every month and celebrate one another in our #gratitude Slack channel. 


Growth: You can join regular Anti-racism, Diversity, Equity & Inclusion (ADEI) and Learning & Development sessions. You also have access to an annual Professional Development stipend & Company Coach to ensure you can grow in your role & advance your career.


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Average salary estimate

$84000 / YEARLY (est.)
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$79500K
$88500K

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What You Should Know About Customer Success Manager, ThoughtExchange

At ThoughtExchange, we believe in the power of community and dialogue, and we're on the lookout for a passionate Customer Success Manager to join our dynamic team in Canada. In this exciting role, you’ll act as a trusted advisor, helping our clients, from vibrant school districts to innovative Fortune 500 companies, maximize the value of our cutting-edge AI platform. Your primary mission? To ensure they achieve their unique goals and drive meaningful change through thoughtful engagement. As you build strong relationships with key stakeholders, you’ll guide clients through our comprehensive renewal process, and, of course, celebrate any upsell opportunities along the way. This role is about collaboration—both with our customers and within our diverse team. You’ll create tailored success plans that align with customer objectives, lead engaging training sessions, and advocate for their needs. Not only will you empower them to leverage ThoughtExchange’s features effectively, but you’ll also be the go-to person for strategic business reviews, ensuring they stay ahead of the curve with insightful data. So, if you're enthusiastic about fostering remarkable customer experiences and making waves in community engagement, we’d love to hear from you! ThoughtExchange offers a competitive salary range of $79,500-$88,500 CAD, with opportunities for growth. Ready to shape the future of engagement? Let’s do it together!

Frequently Asked Questions (FAQs) for Customer Success Manager Role at ThoughtExchange
What are the responsibilities of a Customer Success Manager at ThoughtExchange?

The Customer Success Manager at ThoughtExchange plays a vital role in guiding clients through their journey with the platform. Responsibilities include acting as a trusted advisor, driving customer engagement and advocacy, managing renewals and upsell opportunities, and developing customized success plans to meet clients’ specific needs. The role also involves leading training sessions and conducting strategic business reviews to ensure client satisfaction and product adoption.

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What qualifications are necessary for a Customer Success Manager at ThoughtExchange?

To be successful as a Customer Success Manager at ThoughtExchange, candidates should possess proven experience in Customer Success or Account Management, ideally within a SaaS or technology environment. Strong relationship-building skills, exceptional communication abilities, and a knack for managing multiple deadlines are crucial. Familiarity with CRM software and client engagement strategies will also be beneficial.

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How does ThoughtExchange measure success for its Customer Success Managers?

Success for a Customer Success Manager at ThoughtExchange is predominantly measured by client satisfaction, retention rates, and the ability to drive renewals and upsell opportunities. Developing strong relationships with clients and aligning their success plans with business objectives are essential aspects that contribute to overall performance evaluations in this role.

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What is the culture like for Customer Success Managers at ThoughtExchange?

The culture for Customer Success Managers at ThoughtExchange is one of collaboration, inclusion, and continuous learning. You'll be part of a diverse team that actively values every voice in the decision-making process. Employees have access to various resources, including professional development sessions and a supportive environment that emphasizes work-life balance and employee well-being.

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Is travel a requirement for the Customer Success Manager role at ThoughtExchange?

Yes, the Customer Success Manager role at ThoughtExchange may involve some travel for face-to-face meetings with customers and potential team or company gatherings, although this occurs no more than once a quarter. Flexibility around travel schedules is a given, ensuring a balance that works for both the employee and the company.

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Common Interview Questions for Customer Success Manager
Can you describe your experience with customer success and how it relates to the role of Customer Success Manager?

When answering this question, focus on specific examples from your past roles where you successfully managed customer relationships. Highlight strategies you implemented to improve engagement and drive renewals. Be sure to connect your experiences to the unique needs of ThoughtExchange's clients to demonstrate your understanding of their operational context.

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How would you approach developing a success plan for a new customer?

In your response, outline a systematic approach: start with understanding the client's goals and challenges, then collaborate to create a tailored success plan. Discuss how you would use the insights from the platform and previous case studies to align the plan with best practices, ensuring measurable outcomes to guide future engagements.

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What strategies would you use to build strong relationships with clients?

Discuss actionable strategies such as regular check-ins, tailored communications based on client preferences, and hosting educational sessions. Emphasize the importance of understanding client needs deeply and demonstrating proactive engagement to nurture trust and loyalty.

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How do you handle difficult conversations with clients regarding renewals or upselling?

Approach this question by describing your conflict resolution skills. Emphasize empathy and active listening in your discussions, aiming to understand the client's perspective. Discuss your techniques for framing upsell conversations as positive opportunities to enhance their business outcomes rather than mere sales pitches.

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How do you stay organized while managing multiple customer accounts?

Explain your organization techniques, such as using CRM tools to track interactions, setting reminders for follow-ups, and maintaining a structured calendar. Highlight how you prioritize tasks based on urgency and the specific needs of each customer to keep everything running smoothly.

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What role does customer feedback play in your approach to customer success?

Indicate that customer feedback is critical to your strategy; discuss how you actively seek feedback and analyze it to identify areas for improvement in service delivery. This can include setting up regular surveys, conducting satisfaction reviews, and incorporating feedback into future success plans.

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Describe a time when you helped a customer achieve a significant outcome using your platform.

Share a specific anecdote focusing on your involvement in defining success metrics, conducting trainings, and collaborating on solution implementations. Use quantitative results to illustrate the impact of your contribution and showcase how you aligned with the customer's objectives to achieve success.

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In your opinion, what are the biggest challenges facing Customer Success Managers today?

Address contemporary issues like rapidly changing technology landscapes, managing customer expectations, and ensuring engagement despite remote interactions. Encourage discussion on strategies for overcoming these challenges, such as continuous learning, staying updated on industry trends, and fostering strong communication.

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How do you keep up with product updates and industry best practices?

Share strategies like regular participation in training sessions, following industry leaders on social media, and seeking out relevant webinars or conferences. Mention the importance of sharing this knowledge with your customers to keep them informed and empowered.

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

This is a chance for you to convey your passion for customer success and alignment with ThoughtExchange's mission. Discuss your admiration for their innovative approach to engagement and your desire to contribute to meaningful customer outcomes. Tailor your answer to reflect your understanding of their values and objectives.

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Thoughtexchange™ is The Group Insight Platform™ that brings an empowered community together to work toward common solutions. Collaborative leaders use Thoughtexchange to hear the community’s thoughts and surface and develop the best ideas. Stakeho...

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Full-time, remote
DATE POSTED
January 12, 2025

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