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Customer Success
Apply for this role Customer Success Manager — SMB
Remote · Americas·Full-time·Mid
About the role
Our SMB customers are small but mighty finance teams who rely on ForezynPlan to run their business. As a CSM you'll own a book of SMB accounts — driving adoption, preventing churn, and turning happy customers into vocal advocates.
What you'll do
- Own a book of ~80–100 SMB accounts, tracking health scores and driving expansion
- Lead onboarding calls and quarterly business reviews
- Identify at-risk accounts early and execute targeted save plays
- Gather product feedback and work with Product to influence the roadmap
- Build playbooks that scale best practices across the CSM team
What we're looking for
- 3+ years of Customer Success or Account Management experience in SaaS
- Comfortable managing a high-volume book of business with strong organisational skills
- Strong communicator — equally confident on video calls and in written follow-ups
- Data-driven approach to prioritisation and account health management
- Americas timezone availability (EST or PST preferred)
Nice to have
- Experience with financial planning or accounting software
- Background in finance or working with finance teams
- Familiarity with Gainsight, ChurnZero, or similar CS platforms
- Spanish language skills