Job Summary
As Customer Success Manager within Togetherwork’s Associations Product Group, you will be a key member of our client-facing team, responsible for nurturing and growing relationships within a portfolio of small business, mid-market, and enterprise-level accounts. Your primary focus will be driving account retention, securing renewals, and fostering long-term partnerships.
In this role, you'll leverage your deep understanding of our products and service offerings, as well as the unique needs of our customers, to deliver tailored solutions that strengthen customer engagement. You’ll collaborate with internal teams to support business growth while ensuring a positive customer experience across your assigned accounts.
Responsibilities
Build and Strengthen Customer Relationships:
- Cultivate lasting relationships to drive customer loyalty and improve retention.
- Consult on product best practices to encourage feature adoption.
- Understand customer business objectives and align our products to meet their needs.
Communicate Effectively:
- Create proactive PowerPoint presentations for various scenarios, including:
- Quarterly Business Reviews
- Strategic Recommendations
- Financial/Retainer Usage Opportunities
- Results Reporting
- Best Practices & Product Adoption Strategies
- Identify opportunities for license expansion, upselling, and additional services.
- Analyze customer needs and present insights in a clear, concise format.
- Provide feedback to Product Management and Support teams and coordinate customer communications.
Drive Retention and Expansion:
- Secure annual or multi-year renewals through effective business routines and contract negotiations.
- Ensure customer alignment with financial commitments throughout the renewal process.
- Collaborate with the development team to offer product improvement recommendations based on customer feedback.
- Maintain accurate records of customer interactions and financial details using tools like Salesforce, shared documents, and email.
Requirements
- Bachelor’s degree with at least 1 year of experience in customer success, account management, or client leadership, or 5 years of relevant experience in lieu of a degree.
- Proven experience in selling professional services, negotiating renewals, and conducting business reviews.
- Proficiency in Salesforce, with intermediate-level expertise.
- Strong Excel skills, including the ability to create and apply formulas.
- Demonstrated success in converting customers into long-term, thriving accounts.
- A self-starter with the ability to take initiative and work independently.
- Exceptional multitasking, time management, and attention to detail.
- Strong analytical, written, and verbal communication skills.
- Outstanding customer service and relationship-building abilities.
- Ability to anticipate customer needs by understanding market trends and business dynamics.
- Experience in a SaaS environment is preferred.
- Familiarity with Monday.com is a plus, but not required.
Employee Referral Bonus
This position is eligible for a $1,000 employee referral
Access Referral Form Here
Salary Range Disclosure
The base range represents the low and high end of the Togetherwork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Togetherwork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.
Salary Range
US Remote: $65,000 - $75,000 USD per year
Top Skills
What We Do
Togetherwork is building the leader in Group Management Software and Payments by bringing together companies serving a wide variety of groups – from Home Owners Associations to Sports Leagues to Cultural Institutions to Summer Camps.
We are building on the foundation of OmegaFi, the 25-year leader in providing software and payments services to fraternities and sororities. Recent acquisitions include summer camp, scouting and museum and zoo management software companies.
We are actively looking for successful companies to join Togetherwork and help us build the future. Please contact [email protected] for more information.