Customer Success Manager
Blue J is the leading generative AI solution for tax professionals, seeking a Customer Success Manager to support their growth. The role involves managing customer accounts, achieving revenue targets, and ensuring customer satisfaction through proactive engagement and relationship building.
Responsibilities
- Managing a portfolio of accounts and becoming a trusted advisor to customers
- Achieving identified revenue and growth targets
- Proactively reaching out to cultivate relationships with clients & decision makers to ensure retention and promote expansion
- Establishing and measuring customer goals
- Working closely with the expansion sales team to identify expansion opportunities
- Becoming a product expert and addressing customer inquiries
- Training customers on how to use Blue J platforms, ensuring delivery of value to the customer portfolio
- Maintaining a regular cadence of communication with customers
- Identifying risk of churn within your portfolio and taking action to alleviate it
- Designing and executing one-to-many customer success plays (email campaigns, usage nudges, training programs) to support a large SMB portfolio efficiently
- Managing a high-volume portfolio of SMB accounts, prioritizing actions using clear signals and repeatable playbooks
- Developing and running targeted success campaigns using segmentation and filtering (e.g., by usage, account size, or engagement level)
- Partnering with Expansion Account Executives to surface qualified expansion opportunities early through structured monitoring of customer signals
Skills
- 1-3 years in customer success, account management or sales roles
- Any experience focused on relationship management and revenue retention/expansion is a plus
- Exceptional presentation, written and verbal communication skills
- Strong organizational, analytical, and Project Management skills
- Ideally, some experience with and desire to work in an agile, start-up/scale-up environment - a growth mindset is essential
- Comfort managing large books of business and high activity levels while maintaining strong customer outcomes
- Experience in high-volume SMB SaaS, e-commerce, or digitally scaled customer success environments is a strong plus
Benefits
- Competitive base salaries and stock options
- Healthy work/life balance
- Great benefits package that covers you and your family
Company Overview