Customer Success Executive (Scottsdale)

About the Role :

We are looking for a proactive and customer-focused Customer Success Manager (CSM) to drive adoption, retention, and growth of our Field Service Management and Sales & Marketing Automation products. You will serve as a trusted advisor to our customers, ensuring they realize maximum value from our platform.

Key Responsibilities :

Build strong relationships with customers to ensure satisfaction, retention, and growth.

Onboard new clients and drive successful product implementation and adoption.

Understand customer business needs and align product capabilities to deliver value.

Collaborate with Sales, Product, and Support teams to resolve issues and identify expansion opportunities.

Monitor customer health metrics and execute renewal and upsell strategies.

Conduct regular business reviews and provide insights to enhance product usage and ROI.

Requirements :

3+ years of experience in Customer Success, Account Management, or SaaS-based client engagement.

Experience with Field Service Management or Sales / Marketing Automation software preferred.

Strong communication, problem-solving, and relationship-building skills.

Customer-first mindset with the ability to handle multiple accounts effectively.

Familiarity with CRM tools (e.g., Salesforce, HubSpot, Zoho) is good to have.