HighLevel · 7 hours ago
Manager, Customer Success Management
HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. As Manager of Customer Success Management, you will lead a team of CSMs focused on onboarding, adoption, retention, and client health, ensuring customers achieve rapid time-to-value and strong initial product adoption.
AdvertisingCRME-Commerce PlatformsMarketing
Responsibilities
Directly manage, coach, and develop a team of CSMs focused on onboarding, adoption, retention, and client health for our highest-value segments
Own the customer journey; drive KPIs including onboarding completion, time-to-value, scheduled meeting attendance, product adoption milestones, and health score (% in 'green')
Ensure CSMs deliver proactive, high-touch onboarding, adoption, and strategic engagement—including scheduling, delivery, documentation, follow-up, and post-call actions
Drive strategies and programs that maximize customer lifetime value (CLTV) through proactive engagement, ongoing adoption initiatives, and long-term relationship management
Develop and lead proactive out-reach programs that drive greater adoption of new add-on products and optimization of current customer implementations
Monitor all customer onboarding and adoption progress in CRM/Freshdesk; identify trends, risks, and at-risk accounts for intervention
Facilitate seamless cross-functional collaboration with:
Implementation Advisors for quick basic account set-up
AMs for CSQLs - CSM identify and refer qualified expansion opportunities
TAMs for technical support escalation
Product/Enablement/Training for feedback loops, process improvements, and feature insights
Support team for priority Q&A
Serve as escalation point for at-risk or blocked customers during onboarding/adoption phases, driving faster resolution and customer rescue strategies
Build, optimize, and report on CSM SOPs, onboarding playbooks, and adoption processes; participate in building KPI dashboards
Maintain regular team stand-ups, coaching sessions, and continuous enablement, developing both process excellence and team culture
Ensure feedback from onboarding/adoption engagements is captured for continuous product, process, and customer experience improvement
Leverage analytics to review automations and internal processes are successful and continue adapting strategies for your Customer success team to use with customers
Overseeing engagement and communication with enterprise accounts
Qualification
Required
Bachelor's degree or equivalent experience
7+ years of experience leading customer facing, SaaS teams (CSM, Onboarding or Account Management)
3+ years experience managing and leading technical, customer-facing teams of 12+ individuals
Dedicated people manager, you are passionate about mentoring, leading, and contributing to the professional development of your team
Experience with cross-functional collaboration (Implementation, Account Management, Product, Support, Training)
Hands-on experience with CRM, CS, and workflow tools (e.g., Freshdesk, Tableau, etc.)
Strong analytical, process-building, and program management skills (KPI and SOP ownership)
Demonstrated data driven approach to problem solving
Track record of coaching, mentoring, and empowering high-performance teams
Excellent communication, collaboration, presentation and time-management skills
Proactive and inquisitive; not hesitant to seek clarification
Company
HighLevel
HighLevel is a marketing and advertising platform that captures message leads via voicemail, SMS, emails, FB messenger, and more.
Funding
Current Stage
Late StageTotal Funding
$60MKey Investors
General AtlanticPeakequity
2024-04-11Private Equity
2021-11-04Private Equity· $60M
Recent News
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2025-12-10
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2025-12-02
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