Own strategic relationships for an enterprise customer portfolio, serving as a trusted advisor and product expert. Develop success plans, drive adoption and retention, identify churn risks, conduct business reviews, analyze customer health and usage data, and coordinate with Product, Support, Sales, and Onboarding teams. The role also supports customer advocacy, feedback escalation, and improvements to customer journeys and service delivery.
Position Summary:
At Actabl, the Customer Success Manager plays a pivotal role owning the strategic relationship with customers and overseeing cross-functional initiatives to set customers up for long-term success. This position combines customer relationship management, project management, and strategic guidance on optimizing the customer’s value via usage of Actabl’s products.
Essential Duties:
Customer Success & Relationship Management
- Serve as the primary point of contact and trusted advisor for a portfolio of customers, building strong, long-term relationships through proactive communication and a deep understanding of their business goals.
- Provide strategic guidance and best practices, acting as a product expert and guiding customers on how to leverage the product as it is built today while also advocating for customer needs internally.
- Develop and execute joint success plans with customers, outlining key milestones and desired outcomes to ensure they are getting the most out of their investment with Actabl and achieving their business objectives.
- Conduct strategic business reviews to review progress against shared goals, demonstrate the value delivered, and identify opportunities for expansion or additional services.
Customer Engagement, Retention & Advocacy
- Drive customer engagement with proactive strategies that increase platform usage and deepen product adoption.
- Identify at-risk customers and implement strategic remediation plans to reduce churn.
- Promote customer advocacy through success stories, reference programs, and feedback loops.
- Provide education on product enhancements and industry best practices tailored to the customer’s goals.
Metrics, Reporting & Continuous Improvement
- Monitor customer health scores, usage data, satisfaction metrics, and engagement trends using platforms like ChurnZero and Salesforce.
- Analyze quantitative and qualitative data to generate actionable insights that support customer goals.
- Collaborate with Product, Support, and Onboarding teams to escalate feedback and improve the overall customer experience.
- Contribute to internal initiatives focused on refining customer journeys, onboarding workflows, and service delivery.
Minimum Qualifications:
- Bachelor’s degree in Business Administration, Hospitality Management, or a related field.
- At least 5 years of customer-facing experience in Customer Success, Account Management, or a related field, particularly within a global SaaS or enterprise software business.
- Experience leveraging tools and technology to enable proactive customer success (e.g., ChurnZero) and make data-driven recommendations.
- Proven ability to build and sustain customer relationships that drive retention and growth.
- Proven track record of data-driven approach to churn risk mitigation and strong escalation management.
- Preferred background in the hospitality industry, as we seek individuals passionate about supporting the service industry and enhancing customer experiences.
Key Competencies:
- Customer Relationship Management: Ability to build and maintain strong relationships with customers, ensuring long-term engagement and satisfaction through proactive communication and tailored solutions.
- Project Management: Highly organized with the ability to manage multiple projects and priorities simultaneously.
- Cross-Functional Collaboration: Skilled in working with various departments (Sales, Support, Product) to ensure a cohesive and comprehensive approach to customer success.
- Data-Driven Decision Making: Strong analytical skills to monitor key metrics, such as customer health, platform usage, and sentiment, and translate data into actionable plans that drive customer success outcomes.
- Problem Solving & Risk Mitigation: Ability to identify customer challenges and provide effective, proactive solutions. High level of problem-solving acumen to quickly resolve customer issues and escalate when necessary.
- Communication & Presentation Skills: Proficient in creating and delivering impactful business reviews, presentations, and reports to both internal and external stakeholders. Skilled in articulating business value, data insights, and strategic recommendations.
- Adaptability & Learning Agility: Ability to thrive in a dynamic and evolving technology environment. Willingness to learn new tools, methodologies, and product updates quickly to stay ahead in the customer success space.
- Customer-Oriented Mindset: Acts as the voice of the customer within the company, ensuring customer needs are communicated and that customer feedback is used to improve product offerings and service delivery.
Additional Information:
- We are a hybrid friendly company with office hubs in Denver, Atlanta, and Tampa. Preferred location for this position is Denver. However, candidates located outside of our office hubs will be reviewed and considered if necessary. No matter where you live and work, you’re a part of the Actabl team.
- This position may require occasional travel for customer meetings, business events, or other work-related needs. Travel could be both in-state and out-of-state and may involve overnight stays, depending on customer requirements and business needs.
- The base salary range for this position is $95,000-$110,000 annually, with an 8% bonus.
ASG Walnut Creek, California, USA Office
1333 N California Blvd, Walnut Creek, CA, United States, 94596
Similar Jobs
Software
As an Enterprise Customer Success Manager, you'll manage key customer accounts, ensure product success, build relationships, and advocate for customers' needs.
Top Skills:
ChorusCitrixFilemaker ProGoogle WorkspaceOutreach.IoSalesforceSlackSplunkVdiVMwareZoom
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Monitors and reconciles data integrations between the Catalyst Claims Platform, HRIS/HCM systems, and customer Workday environments. Identifies and resolves data discrepancies, integration errors, and file-feed issues using Excel, EIB processing, and system updates. Partners with customers and internal teams, supports HRIS implementations, prepares operational reporting, uses AI tools for analysis and validation, and mentors new analysts. Requires disability or leave claims experience, HRIS integration knowledge, advanced Excel skills, troubleshooting, communication, and collaboration.
Top Skills:
Catalyst Claims PlatformClaude AiData FeedsEibHcm PlatformsHrisHris ApisMicrosoft CopilotExcelWorkday
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Investigate and resolve escalated disability and leave claim concerns, inquiries, and processing issues. Conduct root cause analysis, identify trends, maintain escalation data, and recommend process and communication improvements. Partner with claims, legal, privacy, account, and operations teams to resolve complex cases while balancing customer advocacy, contractual obligations, regulatory requirements, and claim integrity. Report findings to leadership and coach operational partners on customer experience practices.
Top Skills:
Ai ToolsDca DatabaseExcelMicrosoft PowerpointMicrosoft Word
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine


