Intellistack · 12 hours ago
Customer Success Manager
Intellistack is a leading provider of no-code productivity solutions that help organizations automate workflows and enhance digital experiences. As a Customer Success Manager, you will manage post-sale relationships with customers, ensuring they maximize the value of the platform through guidance, strategic alignment, and proactive support.
Cloud Data ServicesDocument PreparationEducationEnterprise SoftwareLead GenerationMobileProductivity ToolsSaaSSmall and Medium BusinessesSoftware
Responsibilities
Oversee onboarding and ensure successful implementation for new accounts
Guide existing accounts to maximize value and efficiency with Intellistack’s platform
Monitor account health, proactively identifying risk and opportunity
Develop success plans and business reviews that align with customer goals
Build consultative relationships with executive sponsors and stakeholders
Drive adoption, license utilization, and identify expansion opportunities
Act as a customer advocate internally across Product, Sales, Engineering, and more
Lead strategic check-ins and Adoption Reviews to drive customer alignment
Educate customers on available resources like training, certifications, and webinars
Partner with Sales to support retention and contract cycles
Manage renewals in accounts that are assigned
Maintain accurate data on all interactions using Salesforce and other tools
Meet account performance objectives including churn reduction and upsell targets
Qualification
Required
2+ years of experience as a Customer Success Manager in a SaaS environment
Strong knowledge of SaaS platforms and digital ecosystems
Exceptional communication, presentation, and relationship-building skills
High attention to detail, organization, and follow-through
Comfort with cross-functional collaboration and strategic thinking
Willingness to travel periodically as needed
Preferred
Background in Product Management, Consulting, Data/Financial Analysis preferred
Company
Intellistack
Founded with the belief that work should be simplified, Intellistack (formerly Formstack) has grown into a leading provider of powerful, no-code productivity solutions that help teams do more with less.
Funding
Current Stage
Growth StageTotal Funding
$425M2021-11-18Private Equity· $425M
2014-06-23Series Unknown
2008-09-01Series A
Recent News
2025-11-14
2025-10-31
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