Customer Success Manager
At a glance
Mid-level Customer Success role at Evident ID. Atlanta · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage assigned accounts after the sale, building relationships with stakeholders and executives
- Lead onboarding, enablement, strategy calls, and business reviews to increase adoption
- Configure solutions by turning insurance and compliance needs into platform rules and decisioning logic
- Own renewals, spot expansion opportunities, and keep forecasts and account health reporting accurate
- Coordinate with Sales, Support, Product, and Engineering to resolve issues and share customer feedback
What you bring
- At least three years in Customer Success, Account Management, or another client-facing role
- Previous onboarding or implementation work, including responsibility for renewals and retention across accounts
- Experience interpreting certificates of insurance, policy documents, or contract and compliance requirements
- Ability to convert complex business requirements into workflow rules, decisioning logic, or similar configurations
- Strong communication skills for presentations and conversations with executives, plus comfort using CRM and CS platforms
Who this fits
You’ll suit a customer-facing SaaS role that combines relationship management with implementation, configuration, renewals, and expansion. The work fits someone comfortable supporting mid-market or enterprise customers, managing competing account priorities, and using customer health metrics to guide action. You must be based in the greater Atlanta area.
From the employer
In today’s new remote-first, ever-changing regulatory environment, our secure, privacy-first enterprise platform, accessible via web portal or API, provides a highly scalable and configurable solution to manage communications, storage, decisioning, and ongoing monitoring of credentials.
Evident is a VC-backed technology startup, headquartered in Atlanta, GA. Learn more at evidentid.com.
Evident is looking for a motivated individual to join our growing Customer Success Team as a Customer Success Manager. As the go-to point of contact for our customers, you’ll have the opportunity to manage your own book of business in an effort to grow and expand each account. Your daily focus will be driving customer adoption and retention through account management, strategy calls and regular business reviews. You’ll have the opportunity to work alongside leadership on a regular basis and gain experience and insight across multiple departments in a rapidly growing company. As a Customer Success Manager, you’ll develop your skills in customer engagement, project management, customer service and cross functional collaboration.
Candidates must be based in the greater Atlanta area.
Key Responsibilities
- Customer Relationship & Account Management
- Serve as the primary point of contact for assigned customer accounts post-sale
- Build trusted advisor relationships with customer stakeholders and executives
- Lead onboarding, ongoing enablement, and regular business reviews Adoption & Value Realization
- Drive product adoption aligned to customer goals and use cases
- Proactively identify risks to retention and take action to mitigate churn
- Ensure customers clearly understand and achieve measurable value from Evident’s solutions
- Own solution design and configuration during implementation, translating customer risk/compliance requirements into platform configuration
- Serve as the internal expert on how insurance and compliance requirements map to platform rules and decisioning logic Renewals & Expansion
- Own customer renewals
- Identify and support expansion opportunities based on customer needs and outcomes
- Maintain accurate forecasting and account health reporting Cross-Functional Collaboration
- Partner with Sales, Support, Product, and Engineering to advocate for customers
- Provide structured feedback on customer trends, product gaps, and opportunities
- Coordinate internal resources to resolve issues and deliver a strong customer experience Operational Excellence
- Maintain accurate account data, notes, and health metrics in CRM
- Follow defined Customer Success processes while helping improve them over time
- Contribute to playbooks, best practices, and scalable CS motions
Requirements
- 3–6+ years of experience in Customer Success, Account Management, or a related client-facing role
- Prior experience in an onboarding or implementation role
- Experience managing a book of business with renewal and retention responsibility
- Experience working with insurance certificates (COIs), policy documents, or contract/compliance requirements - ability to read & interpret coverage terms, limits, and endorsements
- Ability to translate complex business or contractual requirements into system configurations (workflow rules, decisioning logic, or similar platform setup)
- Strong communication and presentation skills, including executive-level conversations
- Proven ability to manage multiple accounts and priorities simultaneously
- Comfort working with CRM and CS platforms (Salesforce experience strongly preferred)
- Experience in SaaS, B2B technology, identity, security, or compliance solutions
- Familiarity with customer health scoring and success metrics
- Experience supporting mid-market and/or enterprise customers
- Data-driven mindset with the ability to translate insights into action
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