CSM Admin at KnowBe4 (Remote)

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KnowBe4, Inc. is the provider of the world's largest security awareness training and simulated phishing platform.  KnowBe4 enables organizations to manage the ongoing problem of social engineering by helping them train employees to make smarter security decisions, every day. Tens of thousands of organizations worldwide use KnowBe4’s platform to mobilize their end users as a last line of defense and enable them to make better security decisions, every day.
We have ranked a best place to work for women, millennials, and in technology nationwide by Fortune Magazine as well as #1 or #2 in The Tampa Bay Top Workplaces Survey for the last six years.

The CSM Administrator is responsible for assigning  new customers to the appropriate CSMs. In addition, this position will handle several administrative tasks in Salesforce.com, including but not limited to converting leads, adjusting future opportunities, and transferring and assigning accounts, as well as addresses and/or routes incoming customer requests via phone.


  • Distribute new and renewal accounts, opportunities, and tasks to CSMs
  • Create and edit accounts and tasks
  • Monitor reporting as needed by CSM management and team
  • Shut down expired customer consoles
  • Assist CSMs with reopening a closed console for former customers
  • Assist with creating consoles for the MSP CSMl team
  • Handle customer requests for some free tools, including Email Exposure Checks
  • Assist with reports
  • Forward customer inquiries to the designated CSMs
  • Work with Sales Admin to confirm existing child customers
  • Upload webinar attendees and questions to spreadsheet
  • Complete requests to add or remove console admins
  • Create, convert, and merge leads and contacts
  • Answer and route phone calls from customers to CSMs
  • Participate in team meetings and discussions
  • Verify and assign Channel accounts as Protected 
  • Participate in pilots to optimize and scale administrative actions within CSM


  • High school diploma or GED required
  • Experience with Gmail and Google Docs
  • Experience with MS Office (Word and Excel)
  • Experience with web browsers (Chrome, Internet Explorer,etc.)
  • Salesforce experience preferred
  • Strong verbal and written communications
  • Excellent time management and organization skills
  • Strong collaborative and team work skills

Note: An applicant assessment and background check may be part of your hiring procedure.

Individuals seeking employment at KnowBe4 are considered without prejudice to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation or any other characteristic protected under applicable federal, state, or local law. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please visit www.knowbe4.com/careers/request-accommodation.

No recruitment agencies, please.

More Information on KnowBe4
KnowBe4 operates in the Cybersecurity industry. The company is located in Clearwater, FL. KnowBe4 was founded in 2010. It has 1100 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Dental Benefits, Vision Benefits, Health Insurance Benefits, Life Insurance and Mental Health Benefits. To see all 170 open jobs at KnowBe4, click here.
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