Customer Success Manager, Corp 3
Hybrid Portland Full-time Manager Customer Success
Mid-level Customer Success role at Smarsh. Portland · full-time · $80,000–$100,000 base.
SalaryStated by Smarsh
$80,000 – $100,000
Base salary for this role, in USD per year, as published in the posting.
Role brief
Growth Roles summary, based on the employer's posting.
What you'll do
- Own responsive relationship management for assigned mid-market accounts and hold regular client meetings
- Use Salesforce to record customer activity and capture outcomes from account conversations
- Run business reviews, guide product adoption, and recommend training or services based on client needs
- Manage contracts, invoices, billing details, service-level reporting, quotes, purchase orders, and account changes
- Reduce churn, close renewals, uncover add-on opportunities, and coordinate internal resolution of escalated issues
What you bring
- At least three years in customer service, customer success, or inside sales, preferably in a regulated industry
- At least one year supporting SMB customers or an equivalent role
- A BA or BS degree, or four years in customer success instead
- Completed external customer success training plus strong written, verbal, organizational, and problem-solving skills
- Comfort presenting to senior, accounting, or technical audiences and managing multiple priorities
Who this fits
This role suits someone who can manage ongoing client relationships, protect retention, support renewals, and communicate with varied business and technical audiences. It is a full-time hybrid position in Portland, with work centered on assigned mid-market accounts and collaboration across internal teams. Smarsh emphasizes learning, purposeful innovation, humility, humor, collaboration, and an inclusive global culture.
From the employer
Who are we?
Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.
Summary The Customer Success team is our customer’s trusted partner and advocate, with the goal of driving our customer’s success and establishing loyal relationships with Smarsh. Customer Success provides business-level relationship management to drive maximum lifetime value for Smarsh. Customer Success is actively involved customers to build relationships, promote product adoption, address issues, identify new business opportunities, negotiate contract terms, and identifying ongoing promotion of the value of Smarsh solutions. This includes but is not limited to processing At Risk cases, escalating client needs internally, following up on survey responses, tracking action items and follow up for addressing client inbound questions, resolving invoice questions or changes, processing downgrades, cancellations, and export requests. this also includes renewal management, identifying uplift opportunities and quarterbacking on-time signature. For our largest customers, this includes servicing as the relationship manager, partnering across the organization to support the customer managing all commercial aspects of the relationship.
Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world’s leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.
Summary The Customer Success team is our customer’s trusted partner and advocate, with the goal of driving our customer’s success and establishing loyal relationships with Smarsh. Customer Success provides business-level relationship management to drive maximum lifetime value for Smarsh. Customer Success is actively involved customers to build relationships, promote product adoption, address issues, identify new business opportunities, negotiate contract terms, and identifying ongoing promotion of the value of Smarsh solutions. This includes but is not limited to processing At Risk cases, escalating client needs internally, following up on survey responses, tracking action items and follow up for addressing client inbound questions, resolving invoice questions or changes, processing downgrades, cancellations, and export requests. this also includes renewal management, identifying uplift opportunities and quarterbacking on-time signature. For our largest customers, this includes servicing as the relationship manager, partnering across the organization to support the customer managing all commercial aspects of the relationship.
What will you do?
- Deliver high level of responsiveness to assigned Mid-Market tier accounts
- Work with clients via Retention Cases, prevent and manage churn
- Tracks activity in SalesForce.com, and accurately logs outcomes of customer discussions
- Maintains daily/weekly meetings for assigned accounts (~100k - 1mil ARR), typically a territory of approximately 35+ accounts
- Prepares and hosts Business Reviews for top assigned accounts in territory
- Consistently meet or exceeds target customer activity metrics and SLOs
- Manage assigned client contracts, invoices, billing, SLA reporting requirements
- Process contract changes including add-on services, downgrades, cancellations
- Create accurate quotes and obtain purchase orders for Smarsh services (exports, imports, 1x training fees)
- Identify additional add on services to grow account, partner with sales for new opportunities identified
- Effectively manage and drive closure of renewal business
- Identify At Risk Clients and determine needed remediation path
- Take ownership for resolving customer issues; Partner with other internal teams to ensure client’s needs and resolution with escalated issues are being met.
- Drive client adoption of Smarsh products and services via leading trainings or recommending for Professional Services custom trainings; provide valuable insights and best practices to customers based on their deployment
- Work as part of a collaborative team and provide feedback for improvement to internal stakeholders
What will you bring?
- 3+ years' experience with customer service, customer success or inside sales preferably for the financial industry or similar highly regulated industry
- 1+years' experience in SMB role or similar
- BA/BS degree or 4+ years experience in customer success in lieu of a degree
- Completion of Customer Success outside learning
- Effective oral and written communication skills
- Strong organizational skills
- Detail oriented
- Proficiency at juggling multiple tasks
- Ability to quickly understand questions and problem solve
- Proven results in driving customer health and satisfaction resulting in loyalty and advocacy
- Ability to deliver presentations to Sr leaders, accounting, &/or technical audiences
- MS Office Suite knowledge (PPT)
Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world’s leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
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