Customer Success Manager, SMB

Posted 2 Hours Ago
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Office, Lilongwe, Central Region, MWI
Hybrid
90K-100K Annually
Entry level
Cloud • Software • Analytics • App development
Sitemate builds best-in-class no code software platforms which thousands of built world companies use every day.
The Role
Manage a portfolio of SMB customers after sale, leading onboarding, activation, training, adoption, and retention. Monitor account health, address risks, recommend workflows, identify expansion opportunities, and share customer feedback internally. The role requires proactive relationship management, clear communication, prioritization, problem-solving, process discipline, and collaboration with Sales, Account Management, Support, and Product.
Summary Generated by Built In

Link to role presentation video also accessible here: https://www.loom.com/share/9389603a1f5b4a678586ea47859332ed

👋 Thanks for stopping by and learning more about this role at Sitemate! ✨🏗️

We’d love to hear from you 👩‍💻👩🏽‍💻🧑🏿‍💻👨🏻‍💻

📝 Overview

We’re looking for an SMB Customer Success Manager to join our Sydney team and help drive customer activation, retention, and growth across a portfolio of customers across the built world industries. You’ll be the trusted day-to-day partner for customers after they’ve signed, guiding them through onboarding, ensuring they’re getting value quickly, and helping them embed Sitemate’s products into real-world workflows.

This role is ideal for someone early in their tech career who enjoys working with people, solving problems, and learning fast. You’ll collaborate closely with Sales, Account Management, Support, and Product to remove blockers, improve customer outcomes, and share feedback that shapes what we build next.

Success in this role looks like: healthy accounts, strong adoption, happy customers, and clear action plans for improving usage and reducing churn risk.

Employment:

  • Salary:

    • OTE Remuneration: AU$100,000 (incl. Super)

    • Base Salary: AU$90,000 (incl. Super)

    • Commission: AU$10,000

About Sitemate:

Sitemate builds best-in-class software for the built world - empowering construction, infrastructure, and industrial companies to work smarter and faster.

Our flagship product, Dashpivot, helps teams move their processes from paper and spreadsheets into powerful, digital workflows that can be used in the field on mobile or tablet. This enables companies to automate repetitive tasks, track progress in real time, and make better decisions every day.

We’ve achieved strong product-market fit - generating thousands of new monthly leads through word-of-mouth and organic marketing alone.

Backed by Blackbird, Australia and New Zealand’s #1 venture capital firm, and a graduate of the Startmate Accelerator, Sitemate has grown from 5 people in 2018 to over 150 across 18+ countries. Our team blends deep industry experience with cutting-edge product design to build tools that modernise one of the world’s largest and most essential industries.

Life at Sitemate

At Sitemate, you’ll join a team that values transparency, high velocity, hustle, diversity, and innovation - not as buzzwords, but as the principles we work by every day.

We move fast, communicate openly, and operate with trust and autonomy. You’ll have access to key company metrics, clear career development plans, and the opportunity to grow your career based on performance, not tenure.

We believe diverse teams build better products. Our team includes members from 18+ countries - 55% identify as coming from underrepresented ethnic backgrounds, 43% identify as female, and our team spans ages 22–51.

Our Core Values

Our core values dictate “how we work”. We believe that basic human values such as honesty, trust and integrity are required to simply ‘get in the door’. Our values are designed to help us determine if an already great person, will be a great fit at Sitemate.

  • Handle with Care: Handle with thought and care, decisions are considered and consciously delivered

  • Everything Engineered: Everything engineered, intentional, planned and systematic

  • Quality Certified: Do it well, with attention to detail and accuracy, or don’t do it at all

  • Fast Tracked: Fast, incremental, and constant delivery of change

  • High Vis: A high visibility, transparent and 
open environment

  • Rain, Hail or Shine: Show up for your team, your customers and yourself

Learn more about our values:

  • Read:

    • On Sitemate's Values, Culture and DNA

  • Listen:

    • Unleashing your Zilla

    • On scaling Sitemate, diversity, and culture

What We Offer

  • Competitive, performance-based remuneration

  • Equity options - own a piece of what you’re helping to build

  • 20 days paid annual leave, plus sick, carer’s, and compassionate leave

  • Parental leave - 16 weeks for primary and 6 weeks for secondary carers (including adoption and stillbirth support)

  • Learning & Development - professional growth budget and transparent career plans

  • Laptop and home office setup budget

  • Flexible work - 2 to 3 in-office days, WFH the rest of the week - plus the ability to work from anywhere for several weeks each year

  • Community & Connection - weekly catered lunches, global offsites, and “Life Story” sessions

  • Sydney HQ perks - rooftop garden, wellness centre, showers, and cycle storage in Haymarket

Equal Opportunity

We’re proud to be an equal opportunity employer. Sitemate welcomes applicants of all genders, ethnicities, ages, sexualities, and abilities. Our team’s diversity is one of our greatest strengths, and we’re committed to ensuring an inclusive environment where everyone can thrive.

Learn More About Sitemate

🎧 Podcasts

  • 2024: CEO Hartley Pike - on scaling Sitemate, diversity, and culture

  • 2023: CMO Lance Hodgson - on accelerating your career

  • 2022: CTO Tim Bray - on building quality features that solve real customer problems

💬 Want to know what it’s like to work at Sitemate? Hear it straight from the team: People of Sitemate
Read what our customers say: G2 Crowd, Trust Radius
🎥 Team Offsites: 2022, 2023, 2024

🔧 Day-to-Day
  • Own a portfolio of SMB customers as their main point of contact post-sale, building strong relationships and trust.

  • Run onboarding and activation: Set success plans, configure accounts, train users, and guide customers to their first wins quickly.

  • Prescribe best-practice workflows: Recommend how to configure Sitemate for different operational use cases across heavy industries.

  • Drive adoption through proactive check-ins, enablement, and ongoing education (calls, emails, Looms, and in-app guidance where relevant).

  • Monitor account health: Track usage signals, sentiment, and risks, then take action early to prevent churn.

  • Identify growth opportunities (where appropriate): Look for expansion signals, additional teams/sites, and new use cases, then send them through to the Account Management team to action them.

  • Be the internal voice of the customer: Share product feedback, recurring pain points, and what’s working well to inform priorities and improvements.

  • Stay organised: Send recap emails after ever meeting, set follow up tasks in Salesforce, and book in follow-ups to operate with clarity and consistency.

⚡ Challenges
  • Balancing a portfolio across the journey: You’ll have customers at different stages (new onboarding, configuring account, started usage, activated, at risk, etc), so prioritisation is key.

  • Pace and learning curve: We move quickly and expect high ownership. The first few months involve a lot of product, process, and industry context, this environment suits someone who likes learning fast.

  • Complex, practical environments: Our customers operate in heavy industries with real constraints (sites, crews, shifting priorities). You’ll need to be pragmatic and outcome-focused.

  • Tough conversations: You’ll sometimes need to address low engagement, push for action, or reset expectations, professionally and confidently.

  • Strong operating standards: We have clear SOPs and ways of working. If you’re used to “making it up as you go,” you may need to unlearn some habits and lean into the engineered structure.

✅ Who This Role is For
  • This role will suit you if you:

    • Enjoy building relationships and helping customers achieve outcomes (not just answering questions).

    • Are organised and proactive, you like planning your week, tracking follow-ups, and staying ahead of risks.

    • Have strong customer-facing experience (hospitality, retail, admin, operations, support, account management, etc.) and want to move into tech.

    • Learn quickly and bring a growth mindset: You seek feedback, apply it, and improve your approach.

    • Are a problem solver who can diagnose what’s happening, propose a solution, and guide the customer through change.

    • Like working in a team that values clarity, accountability, and continuous improvement.

🚫 Who This Role is Not For
  • This role is likely not a fit if you:

    • Prefer purely reactive work (e.g. only handling inbound support) rather than proactively managing a portfolio.

    • Struggle to juggle multiple priorities or find it difficult to manage your time independently.

    • Avoid customer calls or find it uncomfortable to lead conversations, influence stakeholders, or drive next steps.

    • Prefer highly slow-paced environments with low change and minimal process.

    • Want a role with minimal structure, this team runs with standard Operating Principals, clear expectations, and performance standards.

🎯 Skills & Tools

Must Have:

  • Customer-facing experience (e.g. account management, support, operations, hospitality, admin, retail leadership) with evidence of building trust and handling issues calmly

  • Clear communication (written and verbal): Can run customer calls, summarise next steps, and write crisp follow-ups

  • Strong prioritisation and time management

  • Problem solving & critical thinking: Can diagnose what’s going on, propose options, and guide a customer to the best outcome

  • Consultative mindset: Asks good questions, understands customer goals, and recommends workflows (not just “how-to” answers)

  • Comfort with process and accountability: Follows SOPs, keeps notes/tasks up to date, and closes the loop reliably

  • Resilience and learning agility: Can absorb feedback, adapt quickly, and stay positive in a fast-paced environment

  • Attention to detail: Accurate in documentation, customer comms, and internal handovers

  • Basic commercial awareness: Understands retention, customer value, and why adoption matters (even if you haven’t owned renewals before)

Nice to Have:

  • Experience in SaaS / tech (support, onboarding, success, sales, implementation)

  • Familiarity with customer health signals (usage, sentiment, risk) and retention habits

  • Experience supporting customers in construction / trades / field operations / heavy industry or similar practical environments

  • Exposure to renewals or expansion conversations (even informally)

  • Comfort working with data (basic reporting, spotting trends, using dashboards)

  • Experience collaborating cross-functionally with Sales, Support, and Product

  • Technical aptitude: Quick to learn new software and explain workflows simply

Essential Tools:

  • Microsoft Office Suite

  • Slack

  • Salesforce

  • Front

  • Confluence

  • Loom

  • Video conferencing (Zoom / Teams) and calendar tools (scheduling, invites)

Bonus Tools:

  • Excel

  • Support tools (e.g. Intercom)

  • Call recording/coaching tools (e.g. Fathom)

  • Analytics / reporting (e.g. Power BI / Tableau)

  • Project/task tools (e.g. Trello / Jira)

PLEASE Note:

  • We hire directly and don’t work with agencies

Skills Required

  • Customer-facing experience, such as account management, support, operations, hospitality, administration, or retail leadership
  • Clear written and verbal communication, including leading customer calls and documenting follow-ups
  • Strong prioritization and time-management skills
  • Problem-solving and critical-thinking ability
  • Consultative mindset focused on understanding customer goals and recommending workflows
  • Comfort working with processes, SOPs, accountability, and accurate task management
  • Resilience, learning agility, and ability to adapt to feedback
  • Strong attention to detail in documentation, communications, and handovers
  • Basic commercial awareness of retention, customer value, and product adoption
  • Microsoft Office Suite proficiency
  • Slack experience
  • Salesforce experience
  • Front experience
  • Confluence experience
  • Loom experience
  • Experience with video conferencing and calendar tools, such as Zoom or Microsoft Teams
  • Experience in SaaS or technology
  • Familiarity with customer health signals, usage, sentiment, risk, and retention practices
  • Experience supporting customers in construction, trades, field operations, heavy industry, or similar environments
  • Exposure to renewal or expansion conversations
  • Comfort working with data, dashboards, and basic reporting
  • Experience collaborating cross-functionally with Sales, Support, and Product
  • Technical aptitude and ability to learn software and explain workflows simply
  • Excel experience
  • Experience with support tools such as Intercom
  • Experience with call recording or coaching tools such as Fathom
  • Experience with analytics or reporting tools such as Power BI or Tableau
  • Experience with project or task tools such as Trello or Jira
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The Company
HQ: Sydney
160 Employees
Year Founded: 2015

What We Do

Sitemate builds user friendly no code software platforms which thousands of built world companies use to easily improve their systems, processes, compliance and business outcomes. Sitemate’s software tools include: - The Dashpivot Systems Cloud > Web and mobile-based integrated management system and digital database used by office workers, leading hands and managers to document, manage and analyse field forms, records and information - The Sitemate App > The Sitemate app enables your internal workforce and external parties to create free digital IDs they can use to easily signoff, submit and review forms electronically - The Flowsite Integrations Cloud > Integrations platform for automating business processes and eliminating data entry with instant no code integrations between built world tools Sitemate’s platforms combine the familiarity and flexibility of popular legacy tools like Word and Excel with the power and ease-of-use of best-in-class modern software - meaning built world companies can easily choose or create and then manage their ideal systems and processes in a simple and streamlined digital format. Millions of built world companies and field workers still manage critical information using paper forms, manual processes and legacy systems, which results in massive safety, quality, environmental, commercial and financial risk - and most of the newer softwares and apps built to date simply haven’t been good enough, flexible enough or easy enough to use to create a new era of built world efficiency and project delivery. Sitemate is the only company truly solving the paperwork and legacy manual format challenges by replacing the need to convert and move information between fragmented formats with a single digital format. We know that the future of the built world will be driven through real-time and digital collaboration. Our mission is to build tools which pave the way towards that future - and then help built world companies navigate that path.

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