Logo for EverCommerce

EverPro - Customer Success Manager (Remote, US)

Key Facts

Remote From: 
Full time
65 - 75K yearly
English

Other Skills

  • Virtual Teams
  • Customer Service
  • Troubleshooting (Problem Solving)
  • Prioritization
  • Decision Making
  • Collaboration
  • Communication
  • Adaptability
  • Creative Thinking
  • Virtual Collaboration
  • Time Management
  • Teamwork
  • Self-Confidence
  • Organizational Skills
  • Relationship Management
  • Presentations
  • Problem Solving

Roles & Responsibilities

  • 4+ years of B2B SaaS account management, support, or project management experience, preferably with SMB clients
  • Proficiency with CRM and data tools; ability to leverage data to drive health interventions and value delivery
  • Strong cross-functional collaboration and communication skills; ability to clearly articulate ROI and customer value
  • Experience with Planhat, Salesforce, Zendesk/Jira and related tools preferred

Requirements:

  • Manage customer accounts across lifecycle stages, varying sizes, health, and usage
  • Develop product knowledge to implement advanced use cases and monitor health via analytics tools
  • Collaborate cross-functionally to represent customer needs and optimize solutions with CX, Sales, Marketing, Product/Engineering, and Support
  • Communicate value and ROI metrics to customers; assist in difficult situations, empower customers to own their solutions, and contribute to enablement resources

Job description

At EverCommerce [Nasdaq: EVCM], we are on a mission to digitally transform the service economy with tailored, end-to-end SaaS solutions that simplify and empower the lives of our 725,000+ customers.  As a leading service commerce platform, our modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals in the areas of Home & Field Services, Health Services, and Wellness industries.

We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here: https://careers.evercommerce.com/us/en 

We are seeking a talented Customer Success Manager for Service Fusion, to own our renewal and engagement customer account lifecycle.  The ideal candidate will have 4+ years of experience within an organization that delivers B2B SaaS products.  This person should be passionate about enabling our customers success & health, in addition to driving customer loyalty and advocacy through the adoption of our software and services.

Responsibilities:

  • Manage customer accounts in various stages of their lifecycle and of various levels of account size, health, and usage.

  • Develop strong product knowledge to implement advanced and varied types of use cases.

  • Manage accounts using applicable analytic tools and prioritization methods.

  • Collaborate with internal teams to act as the voice of the customer and champion their needs.

  • Build strong relationships with peers and colleagues from CX, Sales, Marketing, Product/engineering and Support while initiating discussions and brainstorming sessions to optimize solutions for our customers.

  • Explain metrics clearly to customers in a way that communicates value, as well as be able to clearly communicate ROI data to a customer so they understand their ROI received.

  • Effectively communicates with customers during difficult situations – i.e. feature requests, troubleshooting bugs

  • Understands and utilizes the resources available for getting answers to product questions – i.e. Teams channels and internal training collateral

  • Independently connects customer goals with features/functionality in the product without the help of resources, team lead, etc.

  • Empowers customers to own their own solutions. 

  • Understands partnership software functionality and able to speak to benefits of adoption.

  • Contributes to enablement resources that empower the entire Customer Success team to scale.

Skills and Experience needed for success in this role:

  • 4+ years working in a B2B client-facing account management, support or project management experience preferably involving SaaS services targeting SMB customers.

  • Comfortable leveraging software tools, CRM, email marketing, support, automation, productivity, and presentation software.

  • Leverages data to determine when accounts require an “off-cycle” intervention to maintain health and retain value delivery goals.

  • Able to identify risks and opportunities and understands what actions to take in these scenarios.

  • Successfully identifies and catalogs champions within customer accounts.

  • Appropriately leverage internal channels to seek guidance on more difficult customer circumstances.

  • Keeps portfolio up to date and organized, ensures accurate reporting of CS engagements in PlanHat

  • Data-driven decision maker, with urgency operating in a “test and learn” environment focused on meaningful and rapid process optimization.

  • Track record in driving customer engagement and loyalty.

  • Innovative thinking and bias for action balanced with a strong customer and quality focus.

  • Persuasive communicator with both clients and internal company teams and staff.

  • Intellectually robust and agile, with the ability to make quick decisions as needed.

  • Self-confidence matched with a willingness to collaborate and successfully engage with colleagues.

  • Exceptional communication, presentation, and relationship management skills – deep cross- functional collaboration is required.

  • Preferred skills and experience: Zendesk/Jira customer support methods; Salesforce;  Planhat.

Where:

The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. With a widely distributed team, we are used to working remotely across different time zones. This role can be based anywhere in the United States – if you’re close to one of our offices, we can set you up in-office or you can work 100% remotely. Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require travel to our Corporate Headquarters in Denver, Colorado, or to other office locations around North America.

Benefits and Perks:

  • Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid 

  • Continued investment in your professional development 

  • Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend. 

  • 401k with up to a 4% match and immediate vesting 

  • Flexible and generous (FTO) time-off 

  • Employee Stock Purchase Program 

Compensation:

The on-target earnings compensation (base + commissions) for this position is $65,000 - $75,000 USD per year in most US locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above.

EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status. We look forward to reviewing your credentials and getting to know more about your experience!

Customer Success Manager (CSM) Related jobs

Other jobs at EverCommerce

We help you get seen. Not ignored.

We help you get seen faster — by the right people.

🚀

Auto-Apply

We apply for you — automatically and instantly.

Save time, skip forms, and stay on top of every opportunity. Because you can't get seen if you're not in the race.

AI Match Feedback

Know your real match before you apply.

Get a detailed AI assessment of your profile against each job posting. Because getting seen starts with passing the filters.

Upgrade to Premium. Apply smarter and get noticed.

Upgrade to Premium

Join thousands of professionals who got noticed and hired faster.