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Scaled Customer Success Manager
Float. Own a book of 7,000+ Scaled customers using one-to-many strategies including webinars, email automation, digital touchpoints, high-impact 1:1 outreach, and community channels .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing a scaled book of business, driving customer success through data analytics, and implementing effective onboarding and lifecycle communication strategies. Proven ability to collaborate cross-functionally and enhance customer engagement while reducing churn.
Highest-signal resume keywords
Customer Success ManagementData Analytics ProficiencyCross-Functional CollaborationRenewals and Expansion OwnershipSaaS Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Success ProgramsChurn Prediction ModelsLifecycle CommunicationsDigital Engagement StrategiesHealth ScoringOnboarding ProcessesProgram DevelopmentData AnalysisCRM ToolsEmail Automation
Soft Skills
Strong Communication SkillsInterpersonal SkillsProblem-Solving SkillsAnalytical Skills
Tools & Technologies
AppcuesCustomer Success Tools
Industry Keywords
SaaSFintechPaymentsAccounting
About the role
Key responsibilities & impact- Own a book of 7,000+ Scaled customers using one-to-many strategies including webinars, email automation, digital touchpoints, high-impact 1:1 outreach, and community channels
- Track and improve adoption, NRR, health score, payment volume, and satisfaction through targeted outreach and digital playbooks
- Own renewals for the segment and identify expansion opportunities from product usage and health data
- Build and iterate Float’s Scaled CX playbook with CX, Product, Lifecycle Marketing, and RevOps leaders
- Develop scaled onboarding, lifecycle communications, and tech-touch success plans to increase engagement and reduce churn
- Project-manage cross-functional CX programs
- Use Appcues, email automation, and customer success tools to trigger and measure playbooks, track usage, and run health scoring
- Partner with RevOps and Data on churn prediction models, dashboards, and customer insights
- Test and recommend tooling to improve digital engagement and success visibility
- Represent Scaled customers by bringing patterns, insights, and blockers to Product, Support, RevOps, Marketing, and CX
- Establish cross-team SLAs and feedback loops for tech-touch customer experience
Requirements
What you’ll need- 4–5+ years in Customer Success at a fast-paced SaaS company
- Track record of building programs and processes that deliver a best-in-class experience at scale
- Experience owning a scaled book of business or running 1-to-many success programs across the lifecycle
- Strong proficiency with data analytics and CRM tools
- Strong communication and interpersonal skills
- Excellent problem-solving and analytical skills
- Ability to own renewals and expansion at scale, centered on NRR
- Customer- and product-driven mindset
- Ability to build and iterate programs in ambiguity
- Experience with cross-functional collaboration across CX, Product, and RevOps
- Nice to have: experience in fintech, payments, or accounting-adjacent products
- Nice to have: experience building or tuning churn prediction models with Data or RevOps
- Must be legally eligible to work in Canada
- Must currently reside in Canada
Benefits
Comp & perks- Equity options
- Competitive compensation
- Benefits
- Hybrid work model with in-office days for connection and collaboration
- Catered team lunches every Tuesday, Wednesday and Thursday
- Dog-friendly office
- High-trust, high-performance culture
- Workplace accommodations during the hiring process or employment