Customer Success Manager

Are you the next Customer Success Manager we are looking for?

We're a nimble, fast-growing software company dedicated to helping small and mid-sized businesses streamline operations and drive growth through our quote and proposal software. Our platform combines powerful tools with robust design, making enterprise-level capabilities accessible to companies of every size. We're looking for a Customer Success Manager who is as passionate about customer satisfaction and long-term relationships as we are about technology and innovation.

Job Summary:

• Serve as the primary point of contact for all existing customers
• Work with our customers to understand their needs and objectives, develop strategies, and collaborate with internal teams to execute projects and campaigns
• Increase sales and secure renewals by demonstrating the value of QuoteWerks solutions and building strong relationships with customers
• Gain a deep understanding of the QuoteWerks software and products
• Ensure customers are taking advantage of the full range of QuoteWerks products and features, and identify opportunities where other QuoteWerks products may meet their needs
• Provide customers with proactive information on optimizing the use of QuoteWerks
• Serve as a trusted advisor to our customers, understanding their business goals and aligning our solutions to meet their needs

Main Responsibilities:

• Become the primary point of contact for optimization and usage of QuoteWerks
• Exceed assigned retention goals by cultivating relationships with stakeholders across assigned accounts
• Monitor client health metrics and proactively identify at-risk accounts, developing and executing retention strategies
• Gather customer usage data relevant for product development and enhancements.
• Provide expert guidance and best practices to help customers maximize their use of product features and functionalities
• Generate QuoteWerks revenue through upsell and cross-sell opportunities 
• Ensure clients see the value of QuoteWerks products for a seamless renewal contracting process
• Collaborate with Sales, Product, and other internal departments to ensure renewals and potential new revenue opportunities are actioned

• Own the onboarding process, ensuring each customer launches successfully and adopts key features quickly
• Work with internal teams to advocate for customer needs, provide feedback, and contribute to continuous product and process improvement
• Serve as an escalation point for client issues, working closely with technical support, product, and sales teams to ensure timely and effective resolutions

About our ideal candidate:

Relevant Work Experience

• 2-5 years of experience in customer/client success, account management, or a similar client-facing role (SaaS, technology, and CRM experience strongly preferred)
• 2-5 years of experience in a B2B environment (again, SaaS experience is a plus)
• Tech-savvy individual with the ability to explain complex concepts in a user-friendly way
• Prior experience managing and optimizing a portfolio of customers.
• Demonstrated experience managing a portfolio of accounts and achieving financial goals.

Skills

• Computing: Proficiency with MS Office Suite applications and GSuite applications
• Language: Proficiency in English
• Specific Knowledge: Familiarity with CRM or accounting software is a plus
• Other:

• • Ability to build rapport quickly and establish credibility with diverse client stakeholders
  • Ability to complete multiple tasks concurrently and deliver results under pressure
  • Experience achieving client objectives and company financial objectives through understanding client needs and influencing internal product and operations teams
  • Excellent problem-solving and troubleshooting skills—able to define problems, collect data, establish facts, and draw conclusions
  • Strong business and people skills, including planning, presentation, sales, and business acumen
  • Effective communication skills; able to interface with all levels and departments on a formal, informal, written, and verbal basis
  • Excellent organizational skills and attention to detail, with the ability to manage multiple client accounts simultaneously
  • Self-motivated, goal-oriented, and able to work in a team environment
  • Empathetic and patient, with a strong ability to listen and understand client perspectives

What we can offer you:

• Base salary plus quarterly bonus opportunities
• Medical/Dental/Vision benefits
• 401(k) with company matching
• Paid time off and company holidays

Why you’ll love working here:

• Small team, big impact—your work will directly shape the customer experience and company growth
• Collaborative, supportive culture where your voice matters
• Opportunities for professional growth and development
• Company perks like Free Friday lunches, free drinks and snacks, regular full-staff and team outings, annual holiday party, and periodic initiatives like Wellness Week help to foster a strong work-life balance

If you believe you are a match, please visit our website to learn more about us at www.QuoteWerks.com. We are hiring immediately.

ASPIRE TECHNOLOGIES, INC. IS AN EQUAL OPPORTUNITY EMPLOYER. YOUR RESUME AND INFORMATION WILL BE KEPT COMPLETELY CONFIDENTIAL. CANDIDATES MUST SUCCESSFULLY PASS A COMPLETE BACKGROUND CHECK BEFORE HIRE AND MUST HAVE A VALID DRIVER'S LICENSE.