SPOTIO · 1 day ago
Customer Success Manager
Addison, TX
Full-time
Hybrid
Mid Level
3+ years expSPOTIO is a leading field sales engagement platform based in Addison, Texas, recognized for its commitment to customer success. The Customer Success Manager will ensure customers achieve their desired outcomes, providing solutions, technical support, and training to maximize the platform's utilization.
Consumer ApplicationsPoint of SaleSalesSales EnablementService IndustrySoftware
No H1B
Responsibilities
Maintain a 98% customer retention rate
Proactively manage at-risk accounts to mitigate early-term and non-renewal churn
Churn should never be a surprise - leverage asking the Hard Questions regularly to keep correct status & sentiment for your account base
Identify and understand key churn indicators, taking preemptive action when necessary
Execute internal renewal process
Identify upsell/expansion opportunities
Understand & manage key expansion indicators
Manage appropriate cadence call expectations & executive business review (ERB) expectations
Maintain a regular EBR schedule - attended by customer decision makers
Manage and engage at risk customers
Understand & manage key account health indicators
Review core features for value drivers & non use
Use adoption information for customer syncs
Complete regular account health checks on customer base
Customer Success team members are expected to be product experts
Understand the product functionality and applicable customer use cases
Lead Trainings for all customer role types as needed
Updating Catalyst to ensure our system of record is current
Maintain task management and note keeping on all customer accounts & playbooks
Maintain data integrity for Catalyst on all customer reporting fields
Ensure processes that are in need of updating or creating are completed
Qualification
Required
3+ years of experience in customer success, account management, or a related field
Bachelor's degree in business administration, marketing, communication, or a related field
Excellent communication skills, both verbal and written, with the ability to articulate complex ideas clearly and concisely
Demonstrated ability to understand customer needs and develop creative solutions to address them
Strong analytical skills with experience in data analysis and interpretation
Ability to thrive in a fast-paced environment and adapt to changing priorities
Live Dallas, Texas in order to commute to our office and commit to hybrid work on Tuesday and Wednesday
Preferred
Proficiency in CRM software (e.g., Salesforce, Catalyst) and other comparable tools for managing customer relationships and analyzing data
Strong leadership skills with experience managing teams or leading cross-functional initiatives
Deep understanding of the field sales landscape, including competitors, market trends, and customer challenges
Certifications in customer success, project management, or related fields are a plus
Benefits
Medical Insurance
Dental Insurance
Vision Insurance
Health Spending Account (HSA)
Flexible Spending Account (FSA)
Voluntary benefits (pet insurance, legal, accident)
401K with 3% company match
8 paid holidays
3 weeks of paid vacation (PTO) + sick
$750 Learning and Development Reimbursement
24/7 EAP - Free Professional Counseling Services
Access to Health Advocate
SPOTIO Work Environment
Company
SPOTIO
SPOTIO is the leading sales engagement platform for field sales.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$5.1MKey Investors
Ballast Point VenturesLighter Capital
2020-01-10Series A· $4.5M
2017-06-29Series Unknown· $0.25M
2016-08-31Debt Financing· $0.35M
Leadership Team
Trey Gibson
CEO
Recent News
EIN Presswire
2025-10-07
2025-03-31
Company data provided by crunchbase