Customer Success Manager

You’re reading this because you’ve been thinking: “I want a key role at a fast-growing B2B SaaS company where I get to create amazing experiences for customers — combining personal 1:1 conversations with smart automation and how-to content that drives retention and growth.”

If that’s you, stop searching — this is the role.

If I had to sum YOU up, you’re probably already a CSM, support rep, or in another customer-facing role. You know how to listen, solve problems, and build trust. Now you’re ready to take that experience into a SaaS environment where you’ll be part of a tight, strategic CSM team focused on strengthening relationships, increasing loyalty, and helping customers win.

If you love the idea of joining a 40-person high-growth team — and you want to help DealMachine empower real estate investors, roofing, solar, and home services teams to find and close more deals — then you’ve found the right place.

You’re good at:

• Collaborating with others to drive best practices
• Working directly with clients to achieve success
• Communicating with fellow team members
• Identifying opportunities for product expansion

Extra awesome if:

• You love inspiring others with enthusiasm
• You have a never say never attitude
• You have experience working at a tech company

What you’ll do

As Customer Success Manager, you’ll be responsible for:

• Onboarding new customers and training their staff on how to use DealMachine effectively.
• Identifying opportunities for onboarding efficiency, account expansion, and revenue creation within our customer base.
• Renewing Annual Customers
• Advising our customers on how to improve their performance and increase their return on investment.
• Clearly communicating the benefits of new product features and ensuring customers promptly adopt them.
• Quickly identify gaps in our product that impact the success of our customers.
• Working closely with our product and engineering teams to ensure issues are resolved.
• Proactively talking with customers to ensure that they get the most value out of your service.
• Developing and nurturing customers into advocates to increase brand awareness and build a sense of community.
• Analyzing data and results to guide product and customer success improvements.
• Conducting webinars with groups of customers to assist with onboarding and product
• Identifying opportunities for customer training in a proactive way.

What you’ll need

The following experience is relevant to us:

• At least 2 years of professional experience in Customer Success or Account Management.
• Experience in building and maintaining strong relationships with customers.
• A great track record of expanding revenue and mitigating customer churn.
• Experience working closely with other functions like Marketing, Sales, and Product.
• Excellent communication skills, a great listener.
• Tech-savvy and have experience implementing software on an account per account basis.
• Experience working with customer communication tools like Intercom or Hubspot.

Why join us:

Working at DealMachine can accelerate your career and give you the opportunity to work with world-class talent. We’re a team that loves what we do and we all thrive on our ability to make an impact. There are many benefits that come with working with us such as:

• Competitive Salary
• Flexible PTO
• Flexible work environment
• Access to whatever equipment and software you’ll need
• An opportunity to play an integral role in a fast-growing company

About the Team

Our CSM will report directly to our Head of Customer Success. You should be comfortable with direct feedback and rapid iteration.

About Us:

Values at DealMachine:

There’s no need for overtime: At every level of our organization, each member of our team is so efficient, organized, and precise that there’s never a need for anyone to work outside scheduled hours. Our processes are crystal-clear and we get things done right the first time. When our team is spending time with their family and friends, they’re not distracted by thinking about work problems. There’s no overtime, and that includes mental overtime.

Always tell the truth: There’s never a need to hide a mistake, because each of us is confident enough to own it when we’ve done something wrong. When we discover an issue, we proactively tell relevant DealMachine members just that. The raw truth is so rare that we benefit from the immense trust that we’ve built with each other and our members. It’s a huge advantage for our team. We know that spinning bad news in order to sound “better” does not fool anyone. We confidently disclose problems and communicate right away: “We don’t have a solution yet but we are working on one.”

Take ownership: Everyone operates under the assumption that if something has gone wrong, it’s our own fault. We do not sit back and continue to watch problems grow. We know that we all play a crucial role in the success of DealMachine, and therefore we take individual ownership when things don’t go as expected. When a DealMachine team member observes a problem on another team, they work through their leader to solve it, or step in to help gracefully without fear of political repercussions.

Document what we learn: Every time someone solves a new problem, completes a process, streamlines an existing process, or learns something new, they add detailed notes and instructions to our Playbook so that everyone on the team can learn and grow through each other. This allows everyone on the team to be fast and efficient.

Have hard conversations: Without hesitation, our team is ready to have difficult conversations from the moment an initial problem occurs. We’ve built immense trust as coworkers by being open, forthright, and tackling problems head-on as soon as they arise. We never have to worry that someone is holding on to negative feelings.

Read the play: Our team does not need to wait around for detailed instructions before jumping into a project. Each of us are confident in our roles, and when we’re given an outline of what needs to be done, we know that we can find a way to accomplish it without someone watching over our shoulder at every step.

Benefits at DealMachine:

• Competitive salary: We pay at or above market salary in most cases
• Health / Dental / Vision insurance: We cover 100% of the employee premiums and significantly subsidize family plans.
• Flexible Work Schedule
• Retirement IRA with a 3% company matching.
• Great tools: Each employee receives an Apple Macbook laptop and a 27” external monitor. We’ll also purchase any of the software or hardware you need.
• Complete transparency: Everyone has access to business metrics and financial information about the company.

Job Type: Full-time

Benefits:

• Flexible schedule
• Health savings account
• Parental leave

Schedule:

• 8 hour shift
• Monday to Friday
• No nights
• Weekends as needed