SourceWhale

Customer Success Manager

• Own the first three months of the customer lifecycle, managing 4–6 new accounts per month
• Partner with Account Executives to build tailored Success Plans
• Lead technical setup, including CRM integrations, migrations, mapping, and testing
• Build relationships with stakeholders at all levels, including C-suite
• Deliver tailored training sessions aligned with client go-to-market strategies and workflows
• Drive adoption through proactive outreach, identifying and resolving blockers
• Track success metrics and communicate updates to customers and internal teams
• Identify and act on expansion opportunities during onboarding
• Provide strategic guidance and best-practice recommendations
• Collaborate with Account Management on transition and long-term growth
• Lead review sessions measuring adoption, outcomes, and customer experience
• Deliver comprehensive handovers to Account Management
• Conduct regular on-site visits to strengthen relationships and engagement

Explore Customer Success Manager at SourceWhale. Review requirements and application details.

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Customer Success Manager