Manager, Smb Customer Success

EvenUp EvenUp · Vertical AI · United States · Remote · Customer Success

Manager, SMB Customer Success role focused on leading and growing a customer success team for a vertical SaaS company that uses AI. The role involves designing and operationalizing a digital-first, tech-touch customer success motion to drive adoption, retention, and expansion for a high-volume SMB customer base. Responsibilities include team leadership, building automated lifecycle programs, monitoring customer health, and reporting on key metrics. Requires experience in Customer Success, people management, and building scaled CS motions.

What you'd actually do

  1. Manage, coach, and develop a team of 2–3 SMB Customer Success Managers
  2. Design and operationalize a digital-first CS motion that drives adoption, retention, and expansion across a high-volume SMB customer base
  3. Build and optimize automated lifecycle programs — onboarding sequences, health-based triggers, renewal campaigns, and re-engagement workflows — using tools like Salesforce, HubSpot, or equivalent
  4. Own GRR and NRR targets for the SMB segment
  5. Build and maintain dashboards that give CS leadership real-time visibility into team performance, customer health, and segment-level risk

Skills

Required

  • 5+ years of experience in Customer Success
  • at least 2 years in an SMB or scaled/digital motion environment
  • 1–2+ years of people management experience
  • Proven track record of building or optimizing a tech-touch or digital CS motion
  • Deep familiarity with CS platforms (Vitally, ChurnZero, Totango, or equivalent) and how to use automation to drive outcomes at scale
  • Strong analytical mindset
  • Experience owning GRR/NRR metrics at the segment level
  • Ability to think like a marketer: customer segmentation, lifecycle design, message sequencing, and engagement optimization
  • Comfortable in a fast-paced, high-growth environment

Nice to have

  • Experience in legaltech, professional services, or a vertical SaaS environment
  • Familiarity with AI-powered products and helping non-technical users adopt new workflows
  • Background in customer marketing, lifecycle marketing, or growth

What the JD emphasized

  • built or scaled a digital-first, tech-touch customer success motion
  • scaled motion role
  • building the systems, playbooks, and automation infrastructure that allow a small team to manage a large book of business efficiently
  • high-volume SMB customer base
  • automated lifecycle programs
  • customer health signals
  • leading indicators that predict renewal outcomes