equivant

equivant is dedicated to enhancing the justice system through a comprehensive array of solutions, offering services across a range of areas like court, pretrial, treatment court, a

Customer Success Manager

Location

California

Posted

3 days ago

Salary

0

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Customer Success Manager

equivant

• Own strategic customer relationships • You will serve as the named CSM for a portfolio of key (Case Management Software) accounts, building deep relationships with administrators, end users, and executive stakeholders. • You will run regular touchpoints, quarterly business reviews, and success planning sessions to keep customers aligned, engaged, and growing. • Drive expansion and growth of our solutions • You will proactively identify opportunities for customers to expand their use of our products — whether through additional features, modules, or seats — and work closely with Sales to move those opportunities forward. • Manage customer health in a CRM • You will maintain accurate, up-to-date account data, act on automated health alerts and trigger plays, and use the platform to stay ahead of risk and opportunity across your book of business and beyond. • Serve as the voice of the customer internally • You will bring customer feedback, feature requests, and sentiment into product and leadership conversations. You will help shape how we build, prioritize, and communicate with customers.

Job Requirements

  • At least 5 years of experience in Customer Success, Account Management, or a related customer-facing role
  • Experience managing complex, multi-stakeholder accounts in a B2B SaaS or technology environment
  • Proven ability to learn new complex software
  • Track record of driving retention and expansion revenue
  • Strong facilitation and communication skills — comfortable leading cross-functional calls and executive conversations
  • Familiarity with customer success platforms (ChurnZero experience a strong plus)
  • Highly organized, proactive, and comfortable operating with ambiguity
  • Ability to travel up to 30% for on-site customer visits and QBRs
  • Preferred Experience in the criminal justice, courts, corrections, or public sector technology space or similar “case management” type software systems (healthcare, clinical)
  • Assisting in enhancing a Customer Success team rollout
  • Familiarity with implementation or professional services environments

Benefits

  • Competitive compensation
  • Benefits and the opportunity to grow as the team scales
  • Collaborative culture with strong cross-functional support from Product, Sales, and Leadership

Related Job Pages

More Customer Success Manager Jobs

Full TimeRemoteTeam 1-10Since 1964H1B No Sponsor

• Take true ownership of customer outcomes and drive the next steps • Challenge customers constructively and guide decision-making • Actively identify and pursue expansion opportunities by uncovering new use cases • Orchestrate the full customer lifecycle from onboarding to renewals • Build champion networks and multithread across departments • Translate insights into impact by connecting customer goals with success criteria • Develop reference customers and case studies through strong relationships

Germany
HyperGrowth Recruitment logo

CRM Manager

HyperGrowth Recruitment

Building high performing teams for hyper growth brands!

Full TimeRemoteTeam 1-10Since 2020H1B No Sponsor

• Own the CRM calendar across campaigns, launches and trading moments • Build and optimise lifecycle flows across onboarding, winback, replenishment and retention • Manage and improve subscription communication through Recharge • Develop segmentation strategies to improve engagement and repeat purchase • Build high-performing Klaviyo campaigns and automated journeys • Improve customer communication across email and subscription touchpoints • Analyse campaign and flow performance to identify optimisation opportunities • Work closely with Growth and Creative teams on messaging, positioning and testing • Support broader retention and customer engagement initiatives • Ensure CRM supports wider commercial and growth objectives

United Kingdom

Agent Success Associate

Orchard

Orchard is radically simplifying the way people buy and sell their homes. For the average American, the home purchase and sale process takes months, creates anxiety, and is filled with uncertainty and hassle. Orchard has reimagined the end-to-end experience of buying and selling, from innovative home search tools to find the perfect home to the ability to buy a new home before selling your current one. Orchard customers manage the entire experience through a personalized online dashboard, while also getting the support of best-in-class Orchard real estate agents. Headquartered in New York City with teammates across the US, Orchard boasts over 200 employees. We have financing from top-tier investors including Revolution, Firstmark, Accomplice, Navitas and Juxtapose, who have also backed the likes of Pinterest, Airbnb, Shopify and Sweetgreen. We're proud to be recognized by Crain's, Inc. 5000, Glassdoor, Parity.org and Built In on their lists of best places to work.

Title: Agent Success Associate Location: United States Job Description: About Orchard Orchard's mission is to make home buying and selling, stress free, fair and simple. For the average American, the home purchase and sale process takes months, creates anxiety, and is filled with uncertainty and hassle. Orchard has reimagined the end-to-end experience of buying and selling, from innovative home search tools to find the perfect home to the ability to buy a new home before selling your current one. Orchard customers manage the entire experience through a personalized online dashboard, while also getting the support of best-in-class Orchard real estate agents. Headquartered in New York City with teammates across the US, Orchard has 150+ full time employees and 600+ real estate agents. We have financing from top-tier investors including Revolution Growth, Firstmark, Accomplice, Navitas and Juxtapose, who have also backed the likes of Pinterest, AirBnb, Shopify and Sweetgreen. We're proud to have been recognized by Crain's, Inc. 5000, Glassdoor, Parity.org and Built In on their lists of best places to work. About the Role At Orchard, Agent Success Associates play a crucial role in ensuring the success of our agents. We are dedicated to supporting both current agents and new recruits through effective onboarding and ongoing assistance. Our dynamic team collaborates with Training and Product teams to manage systems and processes aimed at achieving agent excellence. This is a full-time remote position reporting to the Senior Manager of Transaction Operations. The role requires a strong commitment to customer service and availability to work Central Time hours from 8:00 AM-5:00 PM CST, including one Saturday per month. What You'll Do Here: - Monitor and manage Agent Workflow requests by updating Orchard systems and escalating issues to cross-functional teams. - Oversee questions and requests on various Slack channels, ensuring prompt and effective responses. - Assess agent readiness by facilitating Listing presentation tests and delivering constructive feedback. - Set up agents in multiple systems and track their compliance to qualify for leads. - Assisting onboarding agents with their first 4 leads - Monitoring and managing Orchard's social media accounts - Facilitate pre-onboarding communications - Provide 1:1 support to onboarding agents, assisting them with technological issues and general inquiries. We'd Love to Hear from you if you Have: - 2-3 years of relevant work experience in operations or support - Proficient in Click up, Slack and a CRM tool (preferably Follow Up Boss) - Excellent communication and collaboration skills - Ability to multitask and prioritize effectively in a fast-paced environment. - Professional demeanor and ability to foster positive interactions with internal and external stakeholders. Orchard is proud to be an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.

Worldwide

Role Description As Customer Marketing Manager at Cast AI, you will turn real-world success stories into compelling proof points, build advocacy programs that amplify customer voices, and work cross-functionally to drive expansion and retention through marketing. This is a high-impact, high-visibility role where you'll own the full lifecycle of customer marketing, from reference programs and case studies to customer community engagement and expansion campaigns. Qualifications - 5+ years of experience in customer marketing, customer success marketing, or a closely related B2B marketing role. - Track record of building and managing customer advocacy programs from scratch in a SaaS or cloud-infrastructure company. - Strong storytelling skills: ability to translate complex technical outcomes (e.g., Kubernetes cost savings, autoscaling improvements) into clear, compelling narratives for technical and business audiences. - Experience producing customer case studies, video testimonials, and reference content across multiple formats and channels. - Familiarity with AI infrastructure, data platforms, or developer workflows is a plus. - Data-driven mindset with experience measuring the impact of customer marketing on pipeline, retention, and expansion. - Highly organized, with the ability to manage multiple programs and stakeholders simultaneously without losing quality. - Comfortable operating in a fast-paced, remote-first environment where ownership and initiative are expected. - English level: Fluent (written and spoken). Additional European languages are a plus. Requirements - Own and grow Cast AI's customer advocacy program, including customer stories and case studies across multiple formats. - Partner with Customer Success and Sales to support expansion and retention goals through marketing. - Build and scale community touchpoints and customer-focused campaigns tied to key business moments. - Develop and maintain a customer reference database, coordinating reference requests cross-functionally. - Track and report on the impact of customer marketing programs. Benefits - Enjoy a flexible, remote-first global environment. - Collaborate with a global team of cloud experts and innovators, passionate about pushing the boundaries of Kubernetes technology. - Equity options. - Spend 10% of your work time on personal projects or self-improvement. - Learning budget for professional and personal development - including access to international conferences and courses that elevate your skills. - Team-building budget and company events to connect with your colleagues. - Equipment budget to ensure you have everything you need. - Extra days off to help maintain a healthy work-life balance. Hiring Process - Screening call with Recruiter - Hiring Manager interview - 1-2 additional interviews based on the role - Culture Check interview with an executive *As part of our standard hiring process, we would like to inform you that a background check may be conducted at the final stage of recruitment through our third-party provider, Checkr. *Please note that Cast AI does not provide any form of visa sponsorship/work permit. #LI-Remote

Worldwide