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Field Customer Success Manager II, SMB - Field - LA/San Diego, CA

Field Customer Success Manager II - SMB Dedicated

Location: Los Angeles, CA OR San Diego, CA - Field based role. Maximum of 1 hour commute if located slightly outside of either city. 

 

Toast is driven by building the restaurant platform that helps restaurants adapt, take control, and get back to what they do best: building the businesses they love.

Bready* to make a change?

As a Customer Success Manager, Toast’s way of saying an “Account Manager”,  you serve as the customer’s main point of contact, trusted advisor, and drive  a wide variety of customer driven initiatives.  You are a strong relationship builder, understand a customer’s goals and priorities, and translate them into strategic recommendations that will drive a high level of product adoption, satisfaction, referrals and customer retention. 

The SMB CSS team operates in a highly cross-functional role responsible for a regionally based book of business of our most influential & highest revenue SMB customers. These CSMs will be located in specific geographic regions. They will be hyper-focused on helping customers navigate Toast early in their customer journey. 

This is not your average CSM or Account Management team; in joining this team, you will be part of building a scaled Customer Success model. Composed of multiple teams, the Scaled CS team is evolving to better the customer experience. We are seeking an individual who is flexible, adaptable, and motivated by change.

About this roll* (Responsibilities)

  • Work closely with cross-functional partners in New Business Sales, Onboarding and Growth Sales Leadership to ensure proper alignment on pursuing opportunities for revenue growth
  • Work closely with cross-functional partners in Product, BizOps, Care, Education and Professional Services to drive the highest levels of customer success throughout the customer journey
  • Build relationships and trust with customers through thoughtful attention and advocacy to drive the customer flywheel and increase referral opportunities
  • Retain & grow SaaS revenue through consultative engagements and new product recommendations tailored to the specific needs of each customer
  • Drive activation and adoption across Toast product suite by leveraging internal tools & resources to analyze product usage, demonstrate value & facilitate trainings
  • Confidently navigate all Toast POS modules & have a working knowledge of our partner landscape
  • Leverage Toast product knowledge to facilitate customer demos, troubleshoot basic functions of the POS and ensure the customer is getting the most out of Toast
  • Ask discovery questions to uncover growth opportunities, referrals and location expansion
  • Actively look for opportunities to operate at scale, including collaborating with cross-functional partners 
  • Up to 10% travel locally for customer site visits with activities ranging from pre-live meet & greets to post-live technical consultations (This is dependent on proximity and availability of customers)

Do you have the right ingredients*? (Requirements)

  • 2+ years of Account Management, Sales or equivalent experience, responsible for customer satisfaction and business operations
  • Success operating independently and navigating competing priorities in a constantly changing environment
  • High technical aptitude allowing for quick learning and adoption of technical concepts and language
  • Proven track record of success in meeting and exceeding goals
  • Excellent communication, organizational, and influencing skills 
  • Flexibility & adaptability 
  • Problem solving mindset, ability to think critically

Special Sauce* (Non-essential Skills/Nice to Haves)

  • 1+ years of experience using a POS (Point of Sale) software, ideally in the service or industry 
  • Experience working in the tech industry or for a SAAS company 
  • Experience with Salesforce CRM, MS Office, G-Suite, and Slack

Our Spread* of Total Rewards

We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters’ changing needs. Learn more about our benefits at https://careers.toasttab.com/toast-benefits.

*Bread puns encouraged but not required

 

The starting pay rate for this role is below. Please note, there is not a range for this role, the number listed below is the rate.
Pay Rate
$82,000$82,000 USD

 

Diversity, Equity, and Inclusion is Baked into our Recipe for Success

At Toast, our employees are our secret ingredient—when they thrive, we thrive. The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences.

We Thrive Together

We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: https://careers.toasttab.com/locations-toast.

Apply today!

Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact candidateaccommodations@toasttab.com.

Average salary estimate

$82000 / YEARLY (est.)
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$82000K
$82000K

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What You Should Know About Field Customer Success Manager II, SMB - Field - LA/San Diego, CA, Toast

As a Field Customer Success Manager II at Toast, based in the vibrant locales of LA or San Diego, you’ll play a pivotal role in our mission to empower the restaurant industry. Imagine being the main point of contact for our SMB customers, guiding them through their journey with our innovative platform, and diving deep into their unique goals to drive satisfaction and engagement. This isn't just any customer success role – it's an opportunity to build lasting relationships and make a real impact on our customers’ businesses. You’ll collaborate with various teams, from New Business Sales to Product and Education, ensuring that your customers are not just satisfied but delighted with their experience. By leveraging your extensive product knowledge, you will demonstrate the value of Toast’s offerings and troubleshoot any issues they may face. As you navigate through your region’s book of business, your insights will not only help retain but also grow our SaaS revenue, all while fostering trust and driving the customer flywheel. Your ability to adapt and thrive in a dynamic environment, coupled with your account management expertise, will be essential as you seek out opportunities for upselling and referrals. With occasional local travel for customer site visits, you’ll blend your passion for technology with a consultative approach, ensuring our clients get the most out of their Toast experience. Ready to take the leap? Join Toast, where you can be part of a team that's as dedicated to its customers as it is to its employees!

Frequently Asked Questions (FAQs) for Field Customer Success Manager II, SMB - Field - LA/San Diego, CA Role at Toast
What are the responsibilities of a Field Customer Success Manager II at Toast?

The Field Customer Success Manager II at Toast plays a crucial role in ensuring customer satisfaction and driving product adoption. Responsibilities include building strong relationships with SMB customers, collaborating with various internal teams to pursue revenue growth opportunities, and providing strategic recommendations tailored to the needs of each customer. You will also be responsible for facilitating product training, troubleshooting issues with the POS, and looking for ways to drive customer engagement and referrals.

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What qualifications do I need to become a Field Customer Success Manager II at Toast?

To qualify for the Field Customer Success Manager II role at Toast, you should have at least 2 years of experience in account management, sales, or a similar role where customer satisfaction and business operations are key responsibilities. A technical aptitude for quick learning and understanding of POS systems is beneficial, along with strong communication and problem-solving skills. Experience in the tech or SaaS industries, coupled with familiarity with tools like Salesforce and G-Suite, would be advantageous.

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What skills are essential for success as a Field Customer Success Manager II at Toast?

Essential skills for a Field Customer Success Manager II at Toast include excellent communication abilities, strong relationship-building skills, and a consultative approach to customer interactions. You should possess a critical thinking mindset to identify growth opportunities and have the flexibility and adaptability to thrive in a fast-paced environment. A good understanding of POS systems and the ability to demonstrate product value to your customers will also be vital.

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How does Toast ensure a supportive work environment for Customer Success Managers?

Toast fosters a supportive work environment for its Field Customer Success Managers by promoting a hybrid work model that values collaboration while considering individual needs. The company is committed to diversity, equity, and inclusion and aims to empower employees by providing opportunities for growth, fair compensation, and a culture that encourages authentic connections. This enables Customer Success Managers to perform their roles effectively and thrive both personally and professionally.

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Is travel required for the Field Customer Success Manager II position at Toast?

Yes, the Field Customer Success Manager II position at Toast requires some travel, specifically up to 10% locally for customer site visits. This includes activities such as pre-live meet-and-greets and post-live technical consultations. However, travel requirements will depend on the proximity and availability of your customers, ensuring that you have the flexibility to manage your time effectively.

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Common Interview Questions for Field Customer Success Manager II, SMB - Field - LA/San Diego, CA
Can you describe your experience with account management as a Field Customer Success Manager?

When discussing your experience in account management, it's important to highlight specific examples where you've built relationships, resolved customer issues, and contributed to revenue growth. Explain how you identified customer needs and tailored your approach to meet those needs effectively.

Join Rise to see the full answer
How do you handle difficult customer situations as a Customer Success Manager?

When faced with difficult customer situations, it’s essential to remain calm and empathetic. Share examples of how you listened to customer concerns, validated their feelings, and worked collaboratively to find a solution, showcasing your problem-solving skills and commitment to their success.

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What strategies do you use to drive product adoption among your customers?

To drive product adoption, I ensure customers understand the value of our products by conducting thorough training sessions and providing ongoing support. I also leverage data analytics to track usage patterns and help customers see how our tools can solve their challenges, ultimately facilitating higher engagement.

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How do you prioritize competing tasks in a dynamic environment?

In a dynamic environment, prioritization is key. I utilize effective time management techniques, such as the Eisenhower Matrix, to determine which tasks require immediate attention versus those that can be scheduled. Communicating with my team about priorities ensures we stay aligned and focused on delivering value to our customers.

Join Rise to see the full answer
Describe your experience with CRM tools like Salesforce in your previous roles.

In my previous roles, I used Salesforce to manage customer data, track interactions, and monitor sales opportunities. I appreciate how CRM tools provide insights into customer behavior, allowing me to personalize my approach and enhance the overall customer experience by being proactive and informed.

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Can you give an example of how you've increased customer satisfaction in your past work?

I once implemented a feedback loop with a key client, allowing them to voice concerns and suggestions regularly. By acting on their feedback and making adjustments to the service, we saw a marked increase in their satisfaction levels, which was reflected in their renewal and referral rates.

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How would you conduct a successful customer training session for a new product?

To conduct a successful customer training session, I would first assess the customer's familiarity with similar products and tailor the content accordingly. I would incorporate engaging visuals, step-by-step demonstrations, and allow for hands-on experience, ensuring that the session is interactive and addresses any specific questions customers may have.

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What do you believe makes for effective communication with customers?

Effective communication involves being clear, concise, and empathetic. I believe in actively listening to customers' needs, providing timely responses, and ensuring transparency in our interactions. Additionally, adapting my communication style to suit the customer's preferences contributes to a more personalized relationship.

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How do you approach upselling or cross-selling additional products or services to customers?

I approach upselling and cross-selling by first ensuring I have a deep understanding of the customer's business goals. Once I assess their needs, I present additional products or services that genuinely align with their objectives, demonstrating how these offerings can drive further success for them.

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Why are you interested in the Field Customer Success Manager II role at Toast?

I am interested in the Field Customer Success Manager II role at Toast because I admire its commitment to transforming the restaurant industry through innovative technology. I am passionate about helping businesses thrive and believe that my skills in building relationships and driving customer success will contribute to Toast's mission of helping restaurants succeed.

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March 30, 2025

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