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TaskRay · 1 day ago

Customer Success Manager III

Denver, CO

Full-time

Hybrid

Mid, Senior Level

$96K/yr - $120K/yr

4+ years exp

TaskRay is a leader in post-sale work management within the Salesforce ecosystem, dedicated to ensuring businesses have a great start with their customer experiences. The Customer Success Manager III will proactively manage Mid-Market customer outcomes and satisfaction, driving success through strategic planning and relationship building with key stakeholders.

AppsInformation TechnologyMobile Apps

Responsibilities

Own and drive end-to-end customer success plans aligned to TaskRay value drivers and customer business outcomes

Establish customer cadences and deliver Business Reviews (QBRs/EBRs) that demonstrate ROI, progress, and outcomes

Proactively assess account health and risk, identifying early warning signals (usage trends, adoption gaps, stakeholder changes, project slippage, sentiment) and leading mitigation plans

Coordinate internal teams as needed, while remaining responsible for next steps, execution, and follow-through

Fully own and execute retention strategy across book of business

Partner closely with the Account Manager, ensuring success outcomes and customer alignment support renewals and expansion opportunities

Manage a book of high-value strategic accounts and deepen relationships to drive adoption and long-term success

Build trusted advisor relationships with customer stakeholders by guiding best practices and long-term evolution of TaskRay usage

Develop and nurture champions and broaden organizational buy-in across multiple stakeholders

Stay informed on customer industry trends, challenges, and evolving use cases to drive strategic recommendations

Build and execute strategic account plans aligned to KPIs, Managed Success Plans, and customer outcomes

Use cadence calls and Business Reviews to define mutual success plans and clear action plans

Run strategic adoption plays to increase adoption of existing and new features and reinforce long-term value

Partner with Account Managers to support renewals and identify expansion opportunities through demonstrated value and adoption

Partner with Solutions Consultants to align on technical needs and drive joint action plans

Advocate for customer feedback with Product, Marketing, and Engineering teams

Maintain deep knowledge of TaskRay editions, feature sets, and associated value drivers

Build strong working knowledge of Salesforce to support customer goals, adoption, and risk mitigation

Work toward Salesforce Admin Certification

Qualification

Salesforce proficiencyCustomer Success ManagementStrategic account planningSalesforce Admin CertificationRisk assessmentNegotiation skillsCross-functional collaborationRelationship buildingProject managementCommunication skills

Required

4+ years of experience as a B2B SaaS Customer Success Manager, Account Manager, Account Executive or Technical Account Manager working with all levels of accounts

3+ years in a quota-carrying sales role with demonstrated achievement of goals

Proficiency in Salesforce and demonstrated knowledge of the Salesforce ecosystem required

Experience managing a book of business of $2M ARR or larger, within it requiring intensive engagement and advanced planning

Demonstrated sales experience and ability to consistently meet and exceed defined goals

Strong negotiation skills that help customers identify and prioritize opportunities, enabling them to realize value more quickly

Proven ability to proactively identify areas of risk within customer accounts and work with internal resources, leadership and Product to solve for and reduce customer churn risks

Ability to manage multiple projects/priorities/stakeholders with effective communication, delegation, and follow-up

Ability to think strategically and navigate difficult situations autonomously or with light assistance; this might include resolving conflicts, addressing technical issues, or managing customer expectations during critical project phases

Demonstrated ability to manage, influence, and build strong relationships with customer stakeholders at all levels within the organization; technical user to C-level

Demonstrated ability to drive solution usage and adoption that align to customers' business objectives

Salesforce CRM and Success Plans building experience, defining desired business outcomes and demonstrating ROI