Customer Success Manager

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
Mid level
Artificial Intelligence • Cloud • Information Technology • Cybersecurity
The Role
Own post-sale customer relationships across onboarding, adoption, business reviews, account health, retention, renewals, and expansion. Lead customer kickoffs, drive use of Microsoft, AI, security, cloud, compliance, and managed IT services, and identify risks and cross-sell opportunities. Maintain CRM and account records, represent customer needs internally, and coordinate with delivery and sales teams. Compensation includes uncapped commission tied to renewals and expansion.
Summary Generated by Built In

About NOVO

NOVO is the integrated technology partner for small and mid-sized businesses, based in Dallas/Fort Worth, Texas. We bring AI advisory, cybersecurity operations, regulatory compliance, cloud and Microsoft platform deployment, managed IT, and Microsoft licensing together under one roof — enterprise-grade depth at SMB-calibrated economics. As a Microsoft Direct CSP and Solutions Partner with Microsoft Advanced Support, we operate inside the full Microsoft commercial cloud, and we run as one team rather than six specialty practices. Our values, STAIRS — Security, Trust, Accountability, Innovation, Respect, Service — shape how we scope, deliver, and support every customer. Innovation without compromise.


Position Summary - The Role

NOVO is hiring a Customer Success Manager to own the post-sale relationship with our customers. From kickoff forward, you make sure every customer reaches value quickly, adopts what they bought, stays, renews, and grows. You run a regular review cadence, track account health and satisfaction, get ahead of risk, and identify and close expansion opportunities across NOVO’s integrated portfolio. This is a relationship-driven, customer-facing role at an integrated technology partner — you sit between the customer and our delivery, support, and licensing teams — with variable compensation tied to renewals and expansion rather than a new-business quota.


Key Responsibilities - What You'll Do

  • Own the customer relationship from onboarding forward and serve as the customer’s primary point of contact after the sale.
  • Lead onboarding from the customer’s side — kickoff, expectation-setting, and confirming time-to-value — in partnership with delivery and operations.
  • Drive adoption and utilization of the services and licensing customers have purchased, including Microsoft 365, security, and AI capabilities.
  • Run quarterly business reviews with every account: review services delivered, confirm value, align on the roadmap, and plan next steps.
  • Maintain account-health scoring and a customer-satisfaction program (NPS/CSAT); identify risk early and lead the response.
  • Own retention and on-time renewals of managed-services, licensing, and compliance agreements.
  • Identify and close expansion — tier upgrades, added services, and cross-sell across AI, security, compliance, cloud, managed IT, and licensing.
  • Act as the voice of the customer: bring recurring issues, service gaps, and product needs back to delivery and ownership.
  • Maintain accurate account, contract, renewal, and expansion records in the CRM.
  • Partner with Account Executives and the Sales Director on clean hand-offs from new business to a managed relationship.



Requirements

Qualifications - What You Bring

Required

  • Strong organizational and analytical thinking skills.
  • 3+ years in customer success, account management, or client services in B2B technology, SaaS, or technology services.
  • Demonstrated retention and expansion track record with consultative relationship skills.
  • Comfort discussing AI, Microsoft 365, cloud, cybersecurity, and compliance offerings with both business owners and technical stakeholders.
  • Organized and proactive: able to run a structured cadence across a portfolio of accounts and keep CRM records current.
  • Clear communicator who can translate technical service delivery into business outcomes.
  • BA/BS degree in business or technology or equivalent relevant experience.
  • Live in the Dallas/Fort Worth Metro-plex area
  • Natural-born US citizen


Desired

  • Experience at a Microsoft partner or integrated technology services firm
  • Experience running QBRs/EBRs and formal customer-health or NPS programs.
  • Familiarity with subscription and renewal-based commercial models.
  • Experience with cloud technologies such as AI, Microsoft Azure, Office 365 and related Microsoft licensing.
  • Regulatory compliance knowledge (HIPAA, Sarbanes-Oxley, NIST, CMMC, PCI, etc.).
  • Cyber Security product/service knowledge experience.


Benefits

Benefits & Compensation

• Health Insurance

• PTO and Holiday Pay

Uncapped commission program  

• Opportunity for growth



Skills Required

  • Strong organizational and analytical thinking skills
  • 3+ years of experience in customer success, account management, or client services in B2B technology, SaaS, or technology services
  • Demonstrated retention and expansion track record with consultative relationship skills
  • Comfort discussing AI, Microsoft 365, cloud, cybersecurity, and compliance offerings with business owners and technical stakeholders
  • Ability to run a structured cadence across accounts and maintain current CRM records
  • Clear communication and ability to translate technical service delivery into business outcomes
  • BA or BS degree in business or technology, or equivalent relevant experience
  • Live in the Dallas Fort Worth Metroplex area
  • Natural-born United States citizen
  • Experience at a Microsoft partner or integrated technology services firm
  • Experience running QBRs or EBRs and formal customer-health or NPS programs
  • Familiarity with subscription and renewal-based commercial models
  • Experience with AI, Microsoft Azure, Office 365, and related Microsoft licensing
  • Regulatory compliance knowledge, including HIPAA, Sarbanes-Oxley, NIST, CMMC, or PCI
  • Cybersecurity product or service knowledge
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The Company
18 Employees
Year Founded: 2017

What We Do

NOVO is an integrated technology partner for small and mid-sized businesses. They specialize in AI advisory and delivery, cybersecurity operations, regulatory compliance, cloud and Microsoft platform deployment, managed IT, and Microsoft licensing. By combining these services, NOVO helps organizations modernize their digital workplaces, enable AI solutions safely, and achieve compliance and security without the complexity of managing multiple vendors.

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