Customer Success Manager

ClickUp ClickUp · Enterprise · Philippines · Customer Experience

This role is for a Customer Success Manager at ClickUp, an AI-powered workspace company. The CSM will focus on driving customer satisfaction and loyalty by fostering strategic relationships and delivering exceptional service to clients. Responsibilities include developing engagement plans, understanding customer needs, building relationships, advising on product features, analyzing usage data, and driving adoption. The role requires SaaS customer-facing experience, strong communication skills, and adaptability in a fast-paced startup environment.

What you'd actually do

  1. Develop and manage engagement plans for a diverse client portfolio using both scaled and personalized approaches.
  2. Conduct in-depth discovery sessions to understand customer needs and recommend actionable strategies for success.
  3. Build trusted relationships with key stakeholders, identifying and nurturing client champions to drive adoption and advocacy.
  4. Gather, analyze, and translate functional and technical requirements into tailored ClickUp solutions.
  5. Serve as a product expert, advising customers on leveraging ClickUp’s features to streamline workflows and solve complex business challenges.

Skills

Required

  • Minimum 2 years of experience in a customer-facing SaaS role, preferably in Customer Success or Account Management.
  • Strong communication and interpersonal skills, with the ability to build rapport and trust with customers of various levels and segments.
  • Resilient and adaptable, especially in a fast-paced startup environment.
  • Understanding of industry-specific workflows, particularly in services, software development, marketing, and PMO.
  • Experience in working with various teams to achieve customer outcomes (Marketing, Finance, Product, Sales, Support).
  • Experience with Customer Success SaaS technology such as CRM, Salesforce, Tableau , Outreach, Apollo, Front, and others.
  • Ability to operate within regional time zones.
  • Positive attitude, self-driven, proactive, empathetic, and high energy.

Nice to have

  • passion for improving the way people work

What the JD emphasized

  • customer success
  • SaaS environment
  • customer-facing SaaS role
  • customer success
  • Account Management