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Customer Success Manager

May 20, 2025

Customer Success Manager

CompanyWorkstream
LocationSan Francisco, CA, USA
Salary$100000 – $120000
TypeFull-Time
Degrees
Experience LevelMid Level, Senior

Requirements

  • 4+ years of experience in Customer Success, Account Management, or Implementation—ideally at a payroll, HRIS, or SaaS company
  • Deep familiarity with payroll processing, labor law compliance, or benefits administration
  • Excellent communication and problem-solving skills; ability to translate technical concepts to business stakeholders
  • A proactive mindset with strong project management and organizational skills
  • Experience with CRM tools (Salesforce, Outreach, Tableau, UpdateAI)

Responsibilities

  • Build strong relationships with key stakeholders at mid-market accounts
  • Onboard new customers and ensure a smooth implementation of payroll and workforce tools
  • Serve as a product expert—helping customers with best practices in hiring and payroll
  • Renew book of business and in cases of expansion, partner with the Growth AE
  • Proactively monitor account health and identify opportunities for upsell, training, or risk mitigation
  • Partner with Implementations, Sales, Professional Services, Product and Support to deliver best-in-class customer experience
  • Track and report on customer success metrics such as activation, usage, retention, and satisfaction

Preferred Qualifications

    No preferred qualifications provided.


TaggedCustomer SuccessFinance & Operations & StrategyMid LevelSales & Account ManagementSeniorWorkstream

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