Customer Success Manager

RoadSync

. Own and grow relationships across an assigned portfolio of customer accounts .

Posted 9/15/2026full-timeAtlanta • United StatesJuniorMid-Level💰 $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Account Management and Customer Success, with a focus on relationship-building, proactive engagement, and strategic growth initiatives. Proficient in utilizing CRM platforms to track account performance and drive customer satisfaction.

Highest-signal resume keywords

Account ManagementCustomer SuccessRelationship ManagementCRM ExperiencePayments Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementCustomer EngagementChurn AnalysisCross-SellingOpportunity Tracking

Soft Skills

Relationship-BuildingCommunicationOrganizationPrioritizationFollow-Through

Tools & Technologies

HubSpot

Industry Keywords

FintechTransportationLogisticsTruckingTowingRepair

About the role

Key responsibilities & impact

Own and grow relationships across an assigned portfolio of customer accounts
Run proactive outreach focused on engagement, retention, adoption, and growth
Spot declining usage and other churn signals early and build a plan to address them
Find expansion and cross-sell opportunities tied to customer needs
Show customers how products improve their payment and operational workflows
Lead regular check-ins and business reviews
Ask for referrals
Handle escalations through resolution
Maintain accurate CRM notes, follow-ups, and opportunity tracking
Partner with Implementation, Sales, Support, Product, and Operations
Meet individual and team targets

Requirements

What you’ll need

2+ years in Account Management, Customer Success, Relationship Management, Sales, or a similar customer-facing role
Experience owning a portfolio or book of business
Strong relationship-building and communication skills
The instinct to connect a customer's need to the right product
Comfort discussing account performance and growth directly with customers
Sharp organization, prioritization, and follow-through
Ability to juggle multiple accounts and priorities
Experience with CRM platforms like HubSpot is a plus
Experience in payments, fintech, transportation, trucking, towing, repair, or logistics is a plus

Benefits

Comp & perks

Competitive pay and company equity from day one
Medical, dental, and vision, premiums paid for employees
Three weeks (15 days) of PTO annually
An energetic office in Midtown Atlanta
Mentorship from leaders across the company
401(k) plan
Parking covered while you're in the office
Catered lunches for the in-office crew
Full visibility into how the company runs and why it matters