Float.com

The #1 rated tool to plan capacity and schedule project work.

Customer Success Manager, Digital VSMB/SMB

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 11-50H1B No SponsorCompany SiteLinkedIn

Location

New York

Posted

51 days ago

Salary

$120.2K / year

English

Job Description

• Developing product and customer expertise: You’ll work on learning and developing working knowledge of Float’s product, customer journey, and existing success strategies to confidently support SMB customers across regions and understand areas of opportunity. • Manage SMB customer portfolio: Own a book of 3500+ SMB customers, maintaining high-level oversight, and making improvements to existing systems and workflows. • Map and baseline retention metrics: Deliver a clear, documented view of current retention performance, and identify automation opportunities to improve renewals at scale. • Building and implementing automations: Collaborate with your team to design and operationalize a system for managing the VSMB/SMB segments: segmenting accounts by lifecycle stage, engagement level, and renewal risk for consistent tracking and follow-up. • Lead scaled customer programs: Drive adoption and retention by running one-to-many initiatives such as webinars, group trainings, and automated lifecycle campaigns. • Own digital onboarding for new VSMB SMB customers: Managing digital-touch onboarding for customers in North America and APAC, ensuring a smooth post-sales experience and early success milestones. • Refine automation and playbooks: Use customer data and feedback to optimize engagement strategies, continuously improving efficiency and outcomes.

Job Requirements

  • SMB expertise: Deep understanding of the needs, behaviors, and business rhythms of very small and small-to-medium-sized businesses, with experience managing large volumes of VSB/VSMB accounts.
  • Churn management: Proven ability to proactively identify risk and execute strategies to retain accounts and reduce churn across a high-volume book of business.
  • Scaled program delivery: Experience designing, managing, and optimizing automations and one-to-many engagement strategies across a globally dispersed customer base.
  • Customer retention: Strong track record of driving long-term customer value through targeted retention initiatives and scalable success programs.
  • Clear communicator: Confident and articulate written and verbal communicator, capable of explaining technical concepts in a simple, relatable way to a non-technical audience.
  • Webinar & content delivery: Comfortable preparing, recording, and hosting live or pre-recorded sessions for one-to-many formats, including webinars and onboarding content.

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