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Customer Success Manager

Role overview

Qualifications

  • 2-4 years of experience in Customer Success, Account Management, or Support at a B2B SaaS company (startup experience preferred)
  • Excellent written and verbal communication skills
  • Strong organizational skills and a proactive, problem-solving mindset
  • Experience with tools like Intercom, HubSpot, and Notion is a plus

Responsibilities

  • Serve as the main point of contact for customers, collect feedback, and collaborate with product and engineering to improve the customer experience
  • Lead onboarding and adoption by guiding new customers through onboarding and developing strategies and training materials
  • Build knowledge enablement by creating self-serve resources (knowledge base articles, FAQs, how-to guides) to help users use the product effectively
  • Deliver exceptional support via Intercom and email, troubleshoot issues, respond promptly, and identify opportunities to grow engagement and advocacy

Key facts

Other skills

  • Training And Development
  • Troubleshooting (Problem Solving)
  • Non-Verbal Communication
  • Open Mindset
  • Organizational Skills
  • Detail Oriented
  • Problem Solving

About the company

Udext logo

Udext

Computer Software / SaaS

Udext is transforming the way businesses communicate and engage with their employees. Our platform makes it possible for all employees to connect with your business, especially those who do not have a desk job that gives them easy access to a computer. With the use of text messages, Udext enables instant and targeted communication with every employee while also improving internal communication and the exchange of information between managers and employees.

Company details

IndustryComputer Software / SaaS
Company size2 - 10

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Job description

Customer Success Manager

Were a fast-growing SaaS startup on a mission to redefine how organizations connect and communicate with their teams. As our first Customer Success Champion, you'll shape the foundation of how we support, engage, and delight our customers.

You'll work directly with our founders, influence product direction, and build the playbook for how we scale customer success as we grow.

What You'll Do

1. Be the Customers Advocate

  • Serve as the main point of contact for our customers ensuring every interaction feels personal, proactive, and human.
  • Collect feedback, identify trends, and work closely with product and engineering to improve the customer experience.

2. Lead Onboarding & Adoption

  • Guide new customers through a smooth onboarding journey.
  • Develop strategies and training materials that help users quickly get to the value.

3. Build Knowledge & Enablement

  • Create self-serve resources (knowledge base articles, FAQs, how-to guides) that make our product simple and intuitive to use.

4. Deliver Exceptional Support

  • Respond to customer inquiries through Intercom and email with speed, clarity, and empathy.

  • Troubleshoot issues, follow up with precision, and ensure no question goes unanswered.

5. Drive Engagement & Growth

  • Encourage customer referrals, gather G2 and Capterra reviews, and build advocacy within our user base.
  • Identify upsell opportunities and help customers transition from monthly to annual or higher plans in a way that aligns with their goals.

6. Build the Foundation for Scale

  • Develop scalable success processes, tools, and systems.

  • As we grow, help hire, train, and mentor the next generation of our Customer Success team.

What Were Looking For

  • 2-4 years of experience in Customer Success, Account Management, or Support at a B2B SaaS company (startup experience preferred).
  • Excellent written and verbal communication skills you love helping people and turning problems into positive experiences.
  • Strong organizational skills and a proactive, problem-solving mindset.

  • Experience with tools like Intercom, HubSpot, Notion is a plus.

  • A genuine desire to make customers successful and help build something from the ground up.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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