Customer Success Manager, Early-Stage Retention

Posted 14 Days Ago
Hiring Remotely in California, USA
Remote
Senior level
Information Technology • Analytics
The Role
Lead proactive early-stage retention by identifying at-risk customers, managing a dedicated book of accounts, executing stabilization and adoption plans, coordinating cross-functional resolutions, monitoring retention metrics in Power BI, documenting activity in HubSpot, and developing retention playbooks and contract stabilization agreements.
Summary Generated by Built In

About Enformion 

Enformion is a dynamic powerhouse in data intelligence and AI-powered identity verification. We deliver next-generation fraud prevention, risk management, and seamless onboarding solutions that foster ironclad trust between digital marketplaces, merchants, and consumers. By leveraging our massive data repositories and advanced behavioral analysis, we provide continuous monitoring for emerging risk indicators. 

In a digital world where security and trust are everything, Enformion is at the forefront of the industry—and we are growing fast. 


Position Overview

We are seeking an experienced Customer Success Manager to lead proactive early-stage retention efforts across our customer base. This role focuses on identifying customer risk early, engaging accounts proactively, and driving stabilization before issues progress into churn or significant revenue decline.

Success is measured by the ability to preserve customer relationships, reduce preventable churn, recover declining accounts, and drive engagement before issues become escalated. This role requires strong customer management experience, operational follow-through, and the ability to navigate complex client situations across Sales, Billing, Product, Support, and Leadership teams.

Key Responsibilities

  • Own proactive retention outreach for customers showing signs of declining usage, reduced engagement, billing concerns, or churn risk
  • Manage a dedicated book of accounts, serving as the primary point of contact for ongoing relationship management and retention efforts
  • Lead customer conversations focused on stabilization, adoption improvement, operational friction, training gaps, and relationship recovery
  • Develop and execute account-level retention action plans and coordinate cross-functional resolution paths
  • Monitor Power BI retention and revenue movement reporting on a recurring basis
  • Document customer risks, engagement efforts, and outcomes within HubSpot
  • Identify recurring churn drivers and provide actionable feedback to leadership on trends and operational gaps
  • Support the development and scaling of retention workflows, playbooks, and operational processes
  • Manage retention-focused contract discussions, including drafting non-commissionable contract updates and stabilization agreements

Success Metrics

  • Reduction in preventable churn and accounts entering formal cancellation
  • Revenue retained and accounts stabilized through proactive engagement
  • Speed-to-engagement on identified risks and re-engagement outcomes

Qualifications

  • 5+ years of Customer Success, Account Management, or Retention experience
  • Proven experience managing complex, escalated customer relationships

Our Benefits 

  •  Flexible PTO 
  •  6% 401K match 
  •  Medical, dental and vision

Note: This job description is a general overview, and responsibilities may vary based on the specific needs and structure of the company

Skills Required

  • 5+ years of Customer Success, Account Management, or Retention experience
  • Proven experience managing complex, escalated customer relationships
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
66 Employees
Year Founded: 2000

What We Do

Founded by industry pioneers and experts in data technology and advanced analytics, Enformion has curated an award-winning data repository of over 6,000 sources and an astonishing 120 billion records available via a cloud-based platform, API, and batch processing. Using state-of-the-art artificial intelligence (AI) and machine learning (ML), Enformion provides an unparalleled and comprehensive view of people, businesses, assets, and their interrelationships. Our family of solutions empowers businesses throughout the United States to make informed decisions that maximize knowledge, improve efficiencies, and better serve the needs of their clients. Using state-of-the-art artificial intelligence (AI) and machine learning (ML), we provide an unparalleled and comprehensive view of people, businesses, assets, and their interrelationships. Our family of solutions empower businesses throughout the United States to make informed decisions that maximize knowledge, improve efficiencies, and better serve the needs of their clients. Our Values Partnering for Success: Our goal is to build lasting relationships with our clients and partners with a single driving force and common purpose – that their continued success is Enformion’s success. Quality You Can Trust: We offer best-in-class data, analytics, and applications that are customized to each customer’s specific workflow. Built on next-generation technology, with a focus on AI and ML, our data solutions allow businesses to make informed decisions with confidence. Who We Serve Enformion’s data provides actionable intelligence for Financial Services, Retail, Accounts Receivable, Legal, and Government Agencies, including: •Identity Verification •Fraud and Risk Mitigation •Collections and Investigations

Similar Jobs

GitLab Logo GitLab

Senior PubSec Customer Success Engineer

Cloud • Security • Software • Cybersecurity • Automation
Easy Apply
Remote
United States
2500 Employees
113K-191K Annually

Block Logo Block

Senior Machine Learning Engineer

Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
In-Office or Remote
8 Locations
12000 Employees

Block Logo Block

Account Executive

Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
In-Office or Remote
Riverside, CA, USA
12000 Employees
123K-223K Annually

TrueML Logo TrueML

Paralegal

Fintech • Machine Learning • Payments • Social Impact • Software • Financial Services
Remote
United States
450 Employees
95K-120K Annually

Similar Companies Hiring

Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees
Milestone Systems Thumbnail
Artificial Intelligence • Security • Software • Analytics • Big Data Analytics
Lake Oswego, OR
1500 Employees
Golden Pet Brands Thumbnail
Digital Media • eCommerce • Information Technology • Marketing Tech • Pet • Retail • Social Media
El Segundo, California
178 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account