Customer Success Manager

EverCommerce

. Manage and grow relationships with a portfolio of customers, serving as their primary point of contact and trusted advisor .

Posted 10/2/2026full-timeRemote • United StatesMid-LevelSenior💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in B2B Account Management and Customer Success, focusing on driving customer engagement, retention, and satisfaction through effective relationship management and data-driven decision-making. Proficient in leveraging CRM tools and collaborating with cross-functional teams to enhance the customer experience and identify growth opportunities.

Highest-signal resume keywords

B2B Account ManagementCustomer EngagementSalesforceData-Driven Decision MakingCustomer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Success ManagementAccount Growth StrategiesData AnalysisRisk IdentificationCustomer Feedback Gathering

Soft Skills

Persuasive CommunicationCollaborationInnovative ThinkingRelationship ManagementProblem Solving

Tools & Technologies

CRM SoftwareSalesforceZendeskEmail Marketing ToolsProductivity Software

Industry Keywords

SaaSCustomer RetentionChurn ReductionCustomer Health MonitoringCross-Functional Collaboration

About the role

Key responsibilities & impact

Manage and grow relationships with a portfolio of customers, serving as their primary point of contact and trusted advisor
Drive customer adoption, engagement, and long-term value from the CRM platform
Monitor customer health, usage trends, and satisfaction to identify risks and opportunities
Proactively address customer questions, concerns, and escalations in a timely and professional manner
Partner with Sales, Support, Product, and Implementation teams to deliver a seamless customer experience
Identify opportunities for account growth, renewals, upsells, and expanded product usage
Gather customer feedback and share insights with internal teams to improve the product and customer experience
Maintain accurate account notes, activity records, and customer success plans in the CRM
Support retention goals by increasing customer loyalty, reducing churn, and demonstrating measurable business impact
Travel to the corporate headquarters in Denver, Colorado, or other office locations across North America may be required

Requirements

What you’ll need

4+ years working in a B2B client-facing account management, support or project management role, preferably involving SaaS
Comfortable leveraging software tools, CRM, email marketing, support, automation, productivity, and presentation software
Leverages data to determine when accounts require an “off-cycle” intervention to maintain health and retain value delivery goals
Able to identify risks and opportunities and understands what actions to take in these scenarios
Successfully identifies and catalogs champions within customer accounts
Appropriately leverage internal channels to seek guidance on more difficult customer circumstances
Keeps portfolio up to date and organized, ensures accurate reporting of CS engagements in Salesforce
Data-driven decision maker, with urgency operating in a “test and learn” environment focused on meaningful and rapid process optimization
Track record in driving customer engagement and loyalty
Innovative thinking and bias for action balanced with a strong customer and quality focus
Persuasive communicator with both clients and internal company teams and staff
Intellectually robust and agile, with the ability to make quick decisions as needed
Self-confidence matched with a willingness to collaborate and successfully engage with colleagues
Exceptional communication, presentation, and relationship management skills – deep cross-functional collaboration is required
Preferred skills and experience: Zendesk customer support methods; Salesforce
Must be eligible to work without sponsorship in the United States

Benefits

Comp & perks

Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
Day 1 access to a robust health and wellness benefits, including an annual wellness stipend
401k with up to a 4% match and immediate vesting
Flexible and generous (FTO) time-off
Employee Stock Purchase Program