At EverCommerce [Nasdaq: EVCM], we are on a mission to digitally transform the service economy with tailored, end-to-end SaaS solutions that simplify and empower the lives of our 725,000+ customers. As a leading service commerce platform, our modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals in the areas of Home & Field Services, Health Services, and Wellness industries.
We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here: https://careers.evercommerce.com/us/en
We are looking for a Customer Success Manager to focus on our Security and Alarm customers for Bold Group.
The Customer Success Manager’s main purpose is to act as a first point of contact for our key customers, working to resolve any issues and questions to the best of their ability, escalating more complex issues internally to ensure quick resolution, and, most importantly, onboarding our new customers efficiently and effectively. The Customer Success Manager is responsible for building and maintaining customer relationships.
We are looking for an individual with exceptional communication skills who loves speaking to people and has a natural ability to deliver superior customer experience. Previous experience managing a diverse customer portfolio in a SaaS business would be highly advantageous.
Responsibilities:
- Responsible for a portfolio of key customers
- Work with assigned customers and Sales to build Customer Success Plans, establishing critical goals, or other key performance indicators to enable customers to achieve their goals
- Driving incremental revenue from up-selling additional solutions
- Work with our customers to ensure they maximize their potential using our software
- As part of the onboarding team, ensure the customers have a seamless experience
- Taking accountability, always, for the effective and efficient resolution of all customer issues - even when resolution is dependent upon third-party individuals or teams
- Internal stakeholder management, to ensure complete business support
- Partner with Sales, Customer Support, Product Management, Training, and Development teams to ensure our customer’s success - ultimately driving growth and customer retention
- Measure, monitor, and report internally and externally to Customer Stakeholders
- Establish regular touchpoints to review progress against technical and strategic objectives including roadmap discussions
- Develop, nurture, and maintain trusted advisor relationships with stakeholders at all levels and drive value and adoption
- Provide Executive Business Reviews in a regular cadence with Business & Technical Stakeholders in collaboration with the Account Team including Sales, Business Leads, Development, and Product partners
- Work cross-departmentally to find solutions to complex scenarios and integration issues
- Continuously drive communication and customer advocacy to ensure an orchestrated customer experience
- Work transparently to surface customer problems and allow others to participate in solving them
Skills and Experience needed for success in this role:
- 3-5 years experience working in a SaaS, B2B environment, for example, account management or customer success role
- Proven experience in customer success or account management role, ideally with an ERP or alarm monitoring software provider
- Experience in managing significant technology and operational programs and have credibility as a trusted advisor to customer executives for such programs
- Advanced project management experience & skills
- Ability to translate business requirements into business value, and work with sales, development, product, and marketing teams to promote value-driven solutions to customers
- Ability to manage executive relationships and discussions
- Strong knowledge of Customer Success best practices, with experience defining processes to promote adoption
- Understand customer health scoring and predictive risk management to prevent and resolve risk
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Customer-centric approach with a focus on building relationships
- Ability to flex and adapt to changing customer needs and priorities
- Ability to travel, as needed, for client visits, conferences, networking events, or other work-related events
Where:
The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. With a widely distributed team, we are used to working remotely across different time zones. This role can be based anywhere in the United States or Canada – if you’re close to one of our offices, we can set you up in-office or you can work 100% remotely. Please note that you must be eligible to work without sponsorship to qualify for this position. This role will require travel as needed, for client visits, conferences, networking events, or other work-related events.
Benefits and Perks
- Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
- Continued investment in your professional development
- Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.
- 401k with up to a 4% match and immediate vesting
- Flexible and generous (FTO) time-off
- Employee Stock Purchase Program
Compensation: The target base compensation for this position is $70,000 - $78,000 USD per year and a variable component included in most US locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above.
EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status. We look forward to reviewing your credentials and getting to know more about your experience!
Skills Required
- 3-5 years experience working in a SaaS, B2B environment (account management or customer success)
- Proven experience in customer success or account management
- Experience with ERP or alarm monitoring software provider
- Experience managing significant technology and operational programs and credibility as a trusted advisor to customer executives
- Advanced project management experience and skills
- Ability to translate business requirements into business value and work cross-functionally with sales, development, product, and marketing
- Ability to manage executive relationships and discussions
- Strong knowledge of Customer Success best practices, including defining processes to promote adoption
- Understanding of customer health scoring and predictive risk management to prevent and resolve risk
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Customer-centric approach with a focus on building relationships
- Ability to flex and adapt to changing customer needs and priorities
- Ability to travel as needed for client visits, conferences, and events
- Eligible to work without sponsorship in the United States or Canada
EverCommerce Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EverCommerce and has not been reviewed or approved by EverCommerce.
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Leave & Time Off Breadth — Time-off policies include generous PTO, flexible or unlimited FTO, and paid volunteer hours. This breadth supports work-life balance and can help offset cash-compensation tradeoffs for some roles.
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Healthcare Strength — Benefits include medical, dental, vision, and mental/behavioral health coverage alongside wellness programs. A recurring wellness stipend and access to an Employee Assistance Program enhance overall support.
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Retirement Support — A 401(k) plan with a company match and immediate vesting is highlighted in multiple postings. This structure provides clear support for long-term savings.
EverCommerce Insights
What We Do
EverCommerce is a leading service commerce platform, providing vertically-tailored, integrated SaaS solutions that help more than 500,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Its modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. Specializing in Home & Field Services, Health Services, and Fitness & Wellness industries, EverCommerce solutions include end-to-end business management software, integrated payment acceptance, marketing technology, and customer engagement applications.









