TradeEngage · 6 days ago
Customer Success Manager
Miami, FL
Full-time
Hybrid
Mid LevelTradeEngage is the first B2B referral platform for home services, fundamentally changing how companies acquire leads. The Customer Success Manager will be responsible for onboarding enterprise customers, training technicians, and building a community of home services professionals while leveraging automation tools to streamline processes.
Computer Software
Responsibilities
Customer Onboarding & Enterprise Deployment: Build a repeatable, scalable playbook for customer launches-from first call to fully ramped including: (1) Lead enterprise account onboarding from contract signature through full deployment; (2) Coordinate multi-location rollouts with phased deployment plans, training schedules, and success milestones; (3) Serve as the primary point of contact for enterprise stakeholders during deployment; (4)Track deployment progress against committed timelines and escalate blockers; (5) Transition enterprise accounts from deployment mode to ongoing account management
Ability to identify, design and implement Automations is a must: You stay current on the latest AI tools and proactively adopt them to automate workflows, create training materials, and scale yourself-you build n8n workflows and other tools (Zapier, Make, n8n, AI agents, Claude Code, etc.) to design, implement, and run workflows across onboarding, success, and internal operations
Technician Training & Coaching: Train field technicians and CSRs on how referrals work, why they matter, and how to maximize earnings
Market Activation: Travel to locations for market ramp-ups, be on the ground connecting companies and building local referral networks
Product Adoption & Demos: Deliver compelling demos, proactive success outreach, and drive adoption across customer accounts
Voice of the Customer: Translate feedback into product insights and feature ideas-you're the bridge between users and product
Community Building: Host customer events, QBRs, and consultative check-ins that deepen relationships and drive engagement
Automate the Boring Stuff: Use AI tools to streamline onboarding, training, and support-always looking to scale yourself
Qualification
Required
Customer-obsessed operator: You live to solve problems and deliver results—nothing makes you happier than a customer 'aha' moment
AI-native, create automation-obsessed (technical enough to use N8N & vibe-code): You ruthlessly automate repetitive tasks and view manual intervention as a product failure to be solved; you stay current on the latest AI tools and proactively adopt them to automate workflows, create training materials, and scale yourself—you build n8n workflows and other tools (Zapier, Make, n8n, AI agents, Claude Code, etc.) to turn ideas into working tools for the team
Process thinker and system builder: You instinctively document workflows, identify bottlenecks, and build repeatable playbooks—every manual touchpoint is a scaling constraint you're motivated to eliminate
Operate with grit, speed and obsession: You have the intensity to thrive in a high-velocity environment and the work ethic to 'do what it takes'—recognizing that true impact can require effort beyond 9–5 and a five-day week
Extreme ownership and bias for action: You see problems and fix them without waiting for permission—you're a barrel, not a bullet, with urgency baked into how you work
Self-starter who figures it out: You thrive with ambiguity and build from zero—you don't wait to be told what to do, you proactively identify what needs to happen and make it happen
Full-time commitment beyond the clock: You think about TradeEngage more than 9–5 Monday through Friday—this isn't a job, it's a mission you're invested in
Strategic yet scrappy: You can architect systems AND roll up your sleeves to execute them yourself
Energized by people: You love leading customers to success, training rooms full of technicians, and building community
Resilient and adaptable: You can put out fires, learn fast, and keep moving—startups are chaos and you love it
Founder mentality & energized by building: You've been early at a company before or have the hunger to build something from scratch
Preferred
Background in field services, home services, referrals/partnerships, or GTM ops is a huge plus
Benefits
Healthcare plan allocation
Flexible PTO
Tax advantages of no state income tax in Florida
Access to office and company condo in Miami Beach that can be used for trips and visiting family and friends!
Company
TradeEngage
TradeEngage is the first dedicated platform powering job referrals, workflows, and payments between local businesses.
Founded in 2024
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase