WithMe, Inc.

Customer Success Manager

• Manage client relationships across a dedicated book of business from post-installation through the contract lifecycle
• Build proactive client relationships focused on engagement, satisfaction, and retention
• Conduct Quarterly Business Reviews, present performance insights, and deliver actionable recommendations
• Establish communication cadences with newly onboarded clients and clients nearing renewal
• Identify and address risks early to reduce churn and improve retention
• Drive upsell and cross-sell opportunities through tailored solutions and package enhancements
• Monitor change-of-ownership contract processes to support smooth transitions and prevent account loss
• Use Salesforce to track client activity, maintain accurate records, analyze performance metrics, and generate insights
• Collaborate with Operations, Sales, and Marketing to resolve client concerns and escalations
• Represent WithMe in client meetings, conferences, and work events while advocating for clients

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