OverviewWe are seeking a high-impact Customer Success Manager to own the end-to-end customer experience—from first demo through long-term retention, expansion, and advocacy. This is a front-line, revenue-adjacent role with direct exposure to leadership and decision-making.You will represent a sophisticated business intelligence platform used by high-growth e-commerce brands and elite operators who demand performance, precision, and speed. This is not a passive support role. You will run demos, manage onboarding, support customers, nurture pipeline opportunities, and act as a trusted extension of sales, product, and leadership.This role is best suited for someone who thrives in a fast-moving startup environment, operates independently, and takes ownership without waiting for instructions.Key ResponsibilitiesCustomer Demos & Onboarding Lead confident, polished live product demos for inbound leads and prospects Tailor demos and presentations based on customer sophistication, business model, and use case Build and customize decks for demos, onboarding sessions, QBRs, and follow-ups Clearly explain workflows, dashboards, attribution models, and performance metrics Answer technical and product questions live with confidence and clarity Customer Support & Retention Serve as first-line support for customer questions and issues Maintain fast, professional response standards Triage issues and coordinate with product and engineering teams when necessary Proactively identify churn risk and intervene early Build strong, trusted relationships with high-value customers Sales Pipeline & Revenue Support Follow up on inbound leads, trials, and warm prospects Re-engage stalled opportunities with tailored outreach and materials Maintain clean, accurate CRM records with clear next steps Support renewals, expansions, and upsells Partner closely with leadership to help close deals AI-Driven Execution & Internal Operations Use AI tools daily to improve speed, clarity, and execution quality Leverage AI for research, summarization, customer insights, and documentation Create customer-ready decks and materials using AI-assisted workflows Keep detailed, accurate CRM, support, and account notes Surface actionable customer feedback that influences product direction Improve internal processes, playbooks, templates, and workflows Operate independently in a fast-paced startup environment RequirementsThis role is a strong fit if you are: Happy, upbeat, confident, and highly personable Professional and polished on video and live calls Extremely organized and detail-oriented Comfortable explaining technical concepts to non-technical audiences Fluent with modern AI tools and productivity workflows Skilled at building clean, persuasive decks and presentations Energized by accountability, ownership, and startup pace A self-starter who takes initiative without needing heavy structure This role is not a fit if you prefer slow pace, rigid structure, or narrowly defined responsibilities.Required Experience 2–5 years of experience in customer success, account management, sales, or solutions consulting Proven experience running live software demos SaaS experience strongly preferred Experience with analytics platforms, data tools, or marketing technology preferred Demonstrated ability to build customer-facing decks and presentations Strong written and verbal communication skills Comfortable working with CRMs, AI tools, and modern SaaS platforms
Overview
We are seeking a high-impact Customer Success Manager to own the end-to-end customer experience—from first demo through long-term retention, expansion, and advocacy. This is a front-line, revenue-adjacent role with direct exposure to leadership and decision-making.
You will represent a sophisticated business intelligence platform used by high-growth e-commerce brands and elite operators who demand performance, precision, and speed. This is not a passive support role. You will run demos, manage onboarding, support customers, nurture pipeline opportunities, and act as a trusted extension of sales, product, and leadership.
This role is best suited for someone who thrives in a fast-moving startup environment, operates independently, and takes ownership without waiting for instructions.
Key Responsibilities
Customer Demos & Onboarding
- Lead confident, polished live product demos for inbound leads and prospects
- Tailor demos and presentations based on customer sophistication, business model, and use case
- Build and customize decks for demos, onboarding sessions, QBRs, and follow-ups
- Clearly explain workflows, dashboards, attribution models, and performance metrics
- Answer technical and product questions live with confidence and clarity
Customer Support & Retention
- Serve as first-line support for customer questions and issues
- Maintain fast, professional response standards
- Triage issues and coordinate with product and engineering teams when necessary
- Proactively identify churn risk and intervene early
- Build strong, trusted relationships with high-value customers
Sales Pipeline & Revenue Support
- Follow up on inbound leads, trials, and warm prospects
- Re-engage stalled opportunities with tailored outreach and materials
- Maintain clean, accurate CRM records with clear next steps
- Support renewals, expansions, and upsells
- Partner closely with leadership to help close deals
AI-Driven Execution & Internal Operations
- Use AI tools daily to improve speed, clarity, and execution quality
- Leverage AI for research, summarization, customer insights, and documentation
- Create customer-ready decks and materials using AI-assisted workflows
- Keep detailed, accurate CRM, support, and account notes
- Surface actionable customer feedback that influences product direction
- Improve internal processes, playbooks, templates, and workflows
- Operate independently in a fast-paced startup environment
Requirements
This role is a strong fit if you are:
- Happy, upbeat, confident, and highly personable
- Professional and polished on video and live calls
- Extremely organized and detail-oriented
- Comfortable explaining technical concepts to non-technical audiences
- Fluent with modern AI tools and productivity workflows
- Skilled at building clean, persuasive decks and presentations
- Energized by accountability, ownership, and startup pace
- A self-starter who takes initiative without needing heavy structure
This role is not a fit if you prefer slow pace, rigid structure, or narrowly defined responsibilities.
Required Experience
- 2–5 years of experience in customer success, account management, sales, or solutions consulting
- Proven experience running live software demos
- SaaS experience strongly preferred
- Experience with analytics platforms, data tools, or marketing technology preferred
- Demonstrated ability to build customer-facing decks and presentations
- Strong written and verbal communication skills
- Comfortable working with CRMs, AI tools, and modern SaaS platforms
