Customer Success Manager at Portside
United States
<div><body><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:5pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><br></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:18pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><b><strong style="font-size:18pt;white-space:pre-wrap;">Job Summary</strong></b></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:7pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><br></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><span style="font-size:12pt;white-space:pre-wrap;">As a Customer Success Manager, you will own a book of mid-market accounts through a scaled, digitally led motion. You will run and continuously improve automated journeys for onboarding, cadence, training, renewal, and expansion, and step in personally when customer signals show an account needs attention.</span></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><span style="font-size:12pt;white-space:pre-wrap;">You will work closely with Sales, Product, Marketing, and Support, using health and usage data to decide where your time matters most and resolving escalations with sound judgment. The ideal candidate has managed a large mid-market book in a tech-enabled Customer Success model and uses data and automation to extend their reach.</span></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:9pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><br></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><b><strong style="font-size:18pt;white-space:pre-wrap;">Key Responsibilities </strong></b></p><ul style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;'><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><b><strong style="white-space:pre-wrap;">Onboarding:</strong></b><span style="white-space:pre-wrap;"> Oversee the guided, digitally led onboarding experience, including the automated hand-off from Sales, persona-based journeys, and onboarding checklists. Step in when a customer stalls or misses a milestone.</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><b><strong style="white-space:pre-wrap;">Cadence:</strong></b><span style="white-space:pre-wrap;"> Maintain templated, auto-tracked success plans across your book and oversee automated quarterly business reviews, refining content and triggers based on performance.</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><b><strong style="white-space:pre-wrap;">Health and risk:</strong></b><span style="white-space:pre-wrap;"> Lead signal-driven health reviews. Use usage, engagement, and support data to spot at-risk accounts early and decide which need a personal touch.</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><b><strong style="white-space:pre-wrap;">Training:</strong></b><span style="white-space:pre-wrap;"> Run quarterly group trainings and webinars, and keep the knowledge base and recorded training library accurate and aligned with product releases.</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><b><strong style="white-space:pre-wrap;">Renewal:</strong></b><span style="white-space:pre-wrap;"> Oversee the automated 120-day renewal outreach. When signals escalate an account, take ownership, resolve the underlying issues, and partner with Sales to protect the renewal.</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><b><strong style="white-space:pre-wrap;">Expansion:</strong></b><span style="white-space:pre-wrap;"> Manage automated lifecycle campaigns, host open office hours, and support self-service onboarding for newly adopted products. Pass qualified opportunities to Sales.</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><b><strong style="white-space:pre-wrap;">Digital adoption:</strong></b><span style="white-space:pre-wrap;"> Deliver prescriptive adoption journeys that guide customers toward the features and outcomes that matter most to them, and flag friction points to Product.</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><b><strong style="white-space:pre-wrap;">Voice of customer and advocacy:</strong></b><span style="white-space:pre-wrap;"> Contribute to scaled voice-of-customer programs and share feedback trends with Product, Sales, and Support. Identify strong candidates for testimonials, case studies, referrals, and community advocacy.</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><b><strong style="white-space:pre-wrap;">Escalations and product expertise:</strong></b><span style="white-space:pre-wrap;"> Handle escalations across your portfolio with strong judgment and people skills, drawing on deep knowledge of Portside's products and technology to advise customers and troubleshoot issues.</span></li></ul><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:4pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><br></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><b><strong style="font-size:18pt;white-space:pre-wrap;">Qualifications</strong></b></p><ul style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;'><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><span style="white-space:pre-wrap;">5+ years in a customer-facing role at a SaaS company, including experience in a scaled, tech-enabled Customer Success model managing a book of mid-market accounts</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><span style="white-space:pre-wrap;">Demonstrated experience using technology and automation to extend reach and efficiency across a large book of business</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><span style="white-space:pre-wrap;">Strong people skills, with a track record of effectively handling and resolving customer escalations</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><span style="white-space:pre-wrap;">Strong analytical skills, able to interpret usage data and health signals to prioritize where to step in</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><span style="white-space:pre-wrap;">Excellent communication, relationship-building, and problem-solving skills, including comfort leading group trainings and webinars</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><span style="white-space:pre-wrap;">Bachelor's degree or equivalent practical experience</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><span style="white-space:pre-wrap;">Commercial experience (e.g., upsell, cross-sell, or quota-carrying) would be a strong plus</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><span style="white-space:pre-wrap;">Experience with AI-powered Customer Success tools would be a strong plus</span></li><li style="margin:3px 0px;font-size:12pt;line-height:1.6;letter-spacing:0.25px;"><span style="white-space:pre-wrap;">Experience in aviation, aerospace, or an adjacent industry, or a genuine passion for aviation, would be a strong plus</span></li></ul><h3 style='font-family:"Basel Grotesk",Arial,sans-serif;line-height:1.6;font-size:18pt;font-weight:600;letter-spacing:0.25px;margin-top:14px;margin-bottom:4px;text-align:start;padding-left:0px;'><b><strong style="color:rgb(0,0,0);font-size:18pt;white-space:pre-wrap;">What We Offer</strong></b></h3><ul style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;'><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;text-align:start;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Competitive base salary</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;text-align:start;"><span style="font-size:12pt;white-space:pre-wrap;">Fully remote work</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;text-align:start;"><span style="font-size:12pt;white-space:pre-wrap;">Generous time off policy</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;text-align:start;"><span style="font-size:12pt;white-space:pre-wrap;">Health, dental, and vision insurance</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;text-align:start;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Opportunities for professional development and career advancement.</span></li><li style="margin:3px 0px;font-size:11pt;line-height:1.6;letter-spacing:0.25px;text-align:start;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Dynamic, collaborative, and fast-growing work environment.</span></li></ul><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;'><br></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;'><span style="color:rgb(0,0,0);background-color:rgb(255,255,255);font-size:12pt;white-space:pre-wrap;">Portside is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. </span></p><p style='font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;text-align:start;'><br></p></body></div>
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