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Customer Success Team Manager
Protocall Services, Inc.. Lead, develop, and scale the Customer Success Manager team .
Posted 10/23/2026full-timeRemote • Michigan • United StatesMid-LevelSenior💰 $85,000 - $105,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer success management, including retention, renewals, and account expansion strategies. Proven ability to lead and develop teams while utilizing data-driven insights to enhance customer engagement and health monitoring.
Highest-signal resume keywords
Customer Success ManagementTeam LeadershipData AnalysisProcess ImprovementCRM Systems
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 Health ManagementAccount ManagementRisk ManagementEngagement CadencesPerformance MetricsAccount SegmentationValue RealizationCoaching and DevelopmentRetention StrategiesRenewal Strategies
Soft Skills
Communication SkillsOrganizational SkillsAnalytical SkillsCoaching SkillsTeam Collaboration
Tools & Technologies
CRM SystemsCustomer Success PlatformsTelehealth PlatformsDigital Health Platforms
Certifications & Qualifications
Bachelor's DegreeGraduate Degree in Behavioral Health, Public Health, or Business
Industry Keywords
Behavioral HealthCustomer Success Best PracticesChurn-Risk IdentificationHigher Education InstitutionsEmployee Assistance Programs
About the role
Key responsibilities & impact- Lead, develop, and scale the Customer Success Manager team
- Provide direct supervision, coaching, and performance management for Customer Success Managers
- Set expectations for customer engagement, account planning, documentation, and follow-through
- Lead team meetings, establish action items, and ensure accountability
- Support onboarding, training, and ongoing skill development for CSMs
- Own customer health, retention, renewal, and expansion outcomes across Protocall’s customer base
- Establish and improve customer success best practices, health monitoring, engagement cadences, outreach prioritization, and risk escalation processes
- Support churn-risk identification and proactive mitigation strategies
- Partner with CSMs on renewal strategy and execution
- Identify additional-services and customer-expansion opportunities
- Coach CSMs on strategic account plans, complex customer situations, escalations, and sensitive conversations
- Ensure use of data, utilization metrics, impact reporting, and customer health indicators in customer strategy
- Create and maintain customer success playbooks and standardized workflows
- Reinforce accurate CRM and customer success systems usage
- Track KPIs related to engagement, retention, account health, expansion, and team execution
- Identify execution gaps and lead process improvements
- Represent the customer voice in cross-functional discussions
- Partner with Sales, Business Development, Clinical, Product, and Operations teams
- Communicate customer health trends, retention risks, expansion opportunities, and customer needs to leadership
- Monitor behavioral health and customer success industry trends
Requirements
What you’ll need- Bachelor’s degree required
- 5+ years of experience in Customer Success, Account Management, or Partner Engagement
- 2+ years of people management or team leadership experience
- Strong foundation in customer success principles, including adoption, retention, renewals, account expansion, proactive engagement, customer health management, and value realization
- Demonstrated ability to coach and develop customer-facing professionals
- Experience developing and implementing customer success processes, including account segmentation, engagement cadences, customer health monitoring, and risk management
- Demonstrated ability to lead and coach a team in identifying and advancing account growth opportunities, setting relationship strategies, and aligning cross-functional partners to achieve growth goals
- Strong analytical and organizational skills, with the ability to use customer data and performance metrics to prioritize activities, evaluate outcomes, and drive continuous improvement
- Excellent written and verbal communication skills
- Comfort using CRM systems and customer health metrics to guide decisions
- Graduate degree in behavioral health, public health, or business preferred
- Behavioral health training, licensure or experience in a behavioral health service delivery is a plus
- Familiarity with telehealth or digital health platforms
- Experience working with higher education institutions, public or private sector behavioral healthcare organizations, and/or employee assistance programs