Customer Success Manager
Indexed description
Our customers sit at the center of everything we do. When they win, we win. We're more than a vendor — we're a committed partner, and our Customer Success team is a huge part of why.
About the role:
As a Customer Success Manager, you'll own a portfolio of mid-market or enterprise customers (depending on your background) and serve as their trusted advisor across the full customer lifecycle. You'll combine a consultative mindset, strong executive presence, and a real knack for turning customer goals into measurable outcomes.
What you'll do:
- Own and strategically manage a portfolio of MMB or ENT customers, building a deep understanding of each customer's business objectives, operating environment, and definition of success
- Lead subscription and relationship management for your accounts — driving retention, mitigating risk early, and making sure we deliver on every commitment we make
- Partner closely with our Sales Team to identify and execute expansion opportunities (upsell, cross-sell, and growth) tied to real customer outcomes and value realization
- Drive proactive renewal planning and forecasting in Salesforce so there are no surprises at renewal time and the business has clean visibility into your book
- Build trusted, value-based relationships across all levels of the customer organization, with a strong focus on executive and senior leadership stakeholders
- Set a consistent strategic engagement cadence — QBRs, executive check-ins, business reviews — so your customers always know the ROI they're getting from IntelliShift
- Guide customers through the full lifecycle, from onboarding through adoption milestones and long-term expansion
- Act as the customer's voice inside IntelliShift, coordinating with Enablement, Product, Support, Installation Services, and other partners to resolve issues, surface feedback, and introduce strategic opportunities
- Proactively monitor customer health, engagement, and business risk using data and insight — addressing concerns early and protecting revenue at scale
- 3-5+ years of Customer Success, Account Management, or comparable SaaS experience managing mid-market and/or enterprise portfolios
- A consultative mindset — you ask sharp questions, listen well, and translate customer goals into action
- Strong executive presence and the confidence to engage with senior leaders on both the business and the operational side of the house
- A track record of retention, expansion, and renewal outcomes you can speak to specifically
- Hands-on experience in Salesforce (SFDC); experience with a CS platform (Gainsight, ClientSuccess, ChurnZero, or similar) is a plus
- Comfort and curiosity with AI tools — we're leaning more on AI across our internal workflows, and we expect our team to experiment, find new ways to work smarter, and bring ideas back to the group
- Comfort working independently, owning outcomes, and partnering cross-functionally without a lot of hand-holding
- Experience in fleet, transportation, logistics, field service, or another operationally complex B2B SaaS environment is a strong plus — but not required if you've thrived in adjacent industries
- Customer-Obsessed—Our customers are at the center of everything we do. When they win, we win. We're more than just a vendor; we're committed partners
- No-Box Innovation—Forget thinking outside the box—what box? We embrace bold ideas and build what hasn't been built before to drive our customers and ourselves forward
- Growth Through Friction—Not all friction is bad. We challenge inefficiencies, drive innovation, push for a stronger business, and break through limits
- Trust Through Action—Promises don't build trust—actions do. We lead with transparency, act with integrity, and stay committed to always doing right by those we work with
- Own It—Every action matters, so make it count. We are accountable for our work, own our outcomes, and always strive to make a positive difference
Click this link to get more information on the company www.IntelliShift.com
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