Customer Success Manager

Reposted 2 Days Ago
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San Jose, CA
In-Office
Mid level
Food • Software
The Role
The Customer Success Manager will grow corporate accounts by providing exceptional service, driving upsell opportunities, monitoring client health, and managing multiple clients while collaborating with sales and marketing.
Summary Generated by Built In

About Our Company

WeBox is the leading intelligent marketplace delivering personalized group orders.

WeBox is driven by three core principles: customer obsession over competitor focus, a commitment to operational excellence, and a passion for growth. 

Our Mission 

Deliver Happiness

Our Vision

By 2032, we will achieve $1 billion in revenue by leveraging technology to become a leading provider of intelligent and sustainable solutions for group orders.

Job Summary

WeBox is seeking an experienced, sales-oriented customer success manager to grow existing accounts within the corporate meal division which includes individual box meals, catering, pantry programs, etc. In this role, you are responsible for creating increasing revenue for each account through exceptional customer service and execution.

In this role, you will provide management and oversight over dozens of corporate accounts, so you must be able to handle a multitude of clients at the same time. Prioritization, delegation, attention to detail, and a sense of urgency are important traits for this role. 

Your performance will be measured not only by your ability to successfully handle multiple accounts at the time but you will also be financially rewarded for your ability to grow the revenue for each account. 

Core Responsibilities
  • Own the post-sales relationship with corporate clients and act as their trusted partner.
  • Drive upsell opportunities by identifying new use cases, expanding services, and promoting add-on products.

  • Develop and execute referral strategies to turn satisfied clients into advocates who bring in new customers.

  • Proactively monitor client health and ensure high retention by addressing risks before they become issues.

  • Increase customer engagement through regular check-ins, business reviews, and tailored recommendations.

  • Partner with Sales and Marketing to create case studies, testimonials, and customer success stories.

  • Track key metrics (expansion revenue, churn, NPS, referral conversion) and report on progress.

  • Handle client escalations promptly and ensure long-term satisfaction.

Key Skills 
  • Able to seamlessly handle multiple clients and multiple projects simultaneously Great at client engagement with a positive, great energy personality 
  • Sales-oriented, client happiness-centric 
  • Detail-oriented, operationally sound 
  • Able to respond effectively to client issues/problems in real-time and turn them into positive outcomes 
Requirements and Qualifications
  • Bachelor's degree in Business, Marketing, or a related field. 
  • 3+ years of experience in Customer Success, Account Management, or a client-facing role (startup experience preferred).
  • Proven track record in upselling, account growth, or retention management.
  • Strong relationship-building and communication skills with the ability to influence stakeholders.
  • Hands-on and proactive—comfortable rolling up your sleeves to make things happen.
  • Ability to manage multiple accounts and priorities in a fast-paced environment.
  • Data-driven approach with basic skills in using CRM tools (e.g., HubSpot, Salesforce) and Excel/Sheets for reporting.
  • Team player who collaborates across Sales, Ops, and Product to deliver outstanding results.

Equal Opportunity Employer:

    WeBox is an equal-opportunity employer committed to hiring based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

    Note: 

    • This position offers a competitive salary plus commissions, along with great benefits, PTO, and a 401K match.
    • This job description offers a general overview and may not encompass all responsibilities, tasks, or skills required. Additional duties may be assigned to meet the company's evolving needs.

    If you meet the requirements and are interested in this position, please submit your application.

    Top Skills

    Crm Tools
    Excel
    Hubspot
    Salesforce
    Sheets
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    The Company
    HQ: San Jose, California
    74 Employees
    Year Founded: 2018

    What We Do

    WeBox is a leading intelligent marketplace, providing group customers with a personalized and customized experience. WeBox is driven by three core principles: customer obsession over competitor focus, a commitment to operational excellence, and a passion for growth.

    WeBox is committed to offering Box Meals, Group Catering, Office Pantry services, and more, with a wide variety of customizable options, AI-driven personalization, and seamless delivery. Our features include Online Marketplace, Guest Order, Auto Order, Customer Reviews, Prime, Virtual Kitchen Club, Chef Ming and WeBox Mart.

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