Customer Success Manager

ServiceTitan ServiceTitan · Enterprise · United States · Remote

This role is a Customer Success Manager (CSM) focused on ensuring customers maximize their use of the ServiceTitan platform to achieve business results. The CSM will build relationships, understand customer needs, drive value and ROI, manage escalations, provide product training, and collect customer feedback. The role emphasizes customer retention and growth, acting as a primary point of contact and proactively engaging with customers to ensure their success and satisfaction.

What you'd actually do

  1. Act as a “preferred CSM” to approximately 100 accounts assigned to CSM Team, serving as the main point of contact for the customer, our executive team, and any internal partners regarding these accounts
  2. commit to exceeding customer expectations, maintain long-term, senior-level relationships with your account’s POCs, take ownership of challenging customer situations, manage them effectively, and see them through to resolution
  3. guide customers to maximize their business through an intimate understanding of the ServiceTitan platform, with the ability to resolve complex issues and create comprehensive, customer-facing value plans to demonstrate ROI of ServiceTitan to key stakeholders
  4. Utilize data to track customer success metrics and leverage user engagement data to design targeted campaigns that proactively engage with customers who are not utilizing key features of ServiceTitan vital to achieving their desired outcomes (digital success campaigns, remote workshops, proactive customer calls, etc.)
  5. Monitor account health and flag risk behaviors to engage with customers proactively before escalations or churn risks arise in addition to owning and defusing challenging customer situations, should they arise, turning them into an opportunity for positive outcomes and increased customer loyalty

Skills

Required

  • 2+ years in customer-facing roles, customer success/account management, and/or sales experience
  • customer value, ROI, and business outcome-driven mindset
  • product training
  • de-escalation and problem-solving skills
  • written and verbal communication
  • multi-task and manage multiple projects
  • attention to detail
  • Self-starter
  • entrepreneurial, fast-paced environment
  • lead, motivate and work well with others
  • Quick thinking, fast learning, and solution-oriented
  • think outside the box
  • see things through to resolution
  • Self-motivated
  • work effectively in a remote setting
  • Highly organized
  • Project management skills
  • Exceptional organizational and time management skills
  • Empathetic
  • customer-focused approach
  • phone-based customer interactions

Nice to have

  • Project management
  • Sales
  • Data or Business performance analytics
  • Operational use of SalesForce, Gainsight, and Tableau
  • Highly proficient in ServiceTitan workflows and best practices
  • Able to work PST/MST hours

What the JD emphasized

  • customer success
  • customer retention
  • customer growth
  • customer satisfaction
  • customer advocacy
  • customer feedback
  • customer loyalty