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Customer Success Manager
Job
OREGON EMPLOYMENT DEPARTMENT
Remote
Part-Time
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Job Description
Job Listing ID:
4496724Job Title:
Customer Success ManagerApplication Deadline:
Open Until FilledJob Location:
SalemDate Posted:
05/22/2026Hours Worked Per Week:
Not ProvidedShift:
Not ProvidedDuration of Job:
Either Full or Part Time, more than 6 months SR You may contact this employer directly. (Obtain the contact information to print or add to your jobs.) Obtain Contact Information Job Summary Customer Success Manager Remote- US What You Will Be Doing Manage a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through renewal and expansion Conduct regular meetings with key customer stakeholders and deliver executive-level Quarterly Business Reviews (QBRs) that connect Cleo's platform capabilities to the customer's business outcomes Build broad and deep customer relationships that promote strong loyalty, referenceability, and long-term retention Understand each customer's organizational structure, business goals, and integration environment, and translate that understanding into actionable success plans Uphold Cleo's CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled Own GRR and NRR outcomes for your book of business, proactively identifying risk signals and executing mitigation strategies to protect and grow ARR Monitor and act on customer health indicators, including utilization scores, CSM scores, support activity, and engagement cadence in Planhat Escalate issues appropriately to Services, Support, and Product, and drive resolution on behalf of the customer with urgency and accountability Maintain accurate, up-to-date records of customer health, risks, action plans, and renewal status Proactively identify and develop upsell and cross-sell opportunities within your book of business, contributing to the CS org's expansion pipeline targets Position Cleo's solution portfolio•including Charge Back Prevention, Direct Procurement Orchestration, TM& M, etc.
- by linking customer goals to compelling business outcomes Develop well-reasoned expansion recommendations with strong close rates, collaborating with Sales as needed to advance opportunities Drive adoption through value realization, ensuring customers are actively utilizing the Cleo platform in ways that support their business objectives Collaborate with Cleo's CS Solutions team to address utilization gaps, optimize platform usage, and support customers through product migrations or transitions (e.
- such as Logistics, Food & Beverage, CPG, Industrial Manufacturing, Healthcare, Finance, or Technology
- to deepen customer relationships and add industry-relevant value Invest in developing both self and others, and contribute to CS organizational initiatives as required Leverage AI tools and agents in your day-to-day work to accelerate research, account preparation, communication drafting, and data analysis Serve as a knowledgeable resource for customers adopting AI-powered features within the Cleo platform•translate capability into business value for both technical and executive audiences Stay current on Cleo's AI product roadmap so you can proactively connect upcoming capabilities to customer needs before they have to ask Your Qualifications 5+ years working at an Enterprise Software and/or SaaS company in Customer Success, Sales/Account Management, Professional Services, or a related field Demonstrable success managing GRR, NRR, or expansion pipeline targets in a quota-bearing or metric-accountab.