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Investigative case management software to resolve virtually any workplace incident and prevent future vulnerabilities.
Digital Customer Success Manager
Location
United States + 1 moreAll locations: United States | Canada
Posted
136 days ago
Salary
0
No structured requirement data.
Job Description
Digital Customer Success Manager
Case IQ
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We’re looking for a proactive, tech-savvy Digital Customer Success Manager to support new and existing customers using a digital-first approach. In this role, you’ll combine scalable engagement strategies with personalized touchpoints to drive adoption, satisfaction, and renewal across our product suite. - Support the onboarding experience for new customers, ensuring a smooth transition and early adoption of the platform. - Conduct customer meetings to align on goals, review progress, and resolve challenges. - Deliver 1:1 and group training sessions to drive product understanding and confidence. - Design and implement scalable customer engagement strategies, including automated onboarding, in-app messaging, and knowledge and training resources. - Identify customer trends and proactively reach out to accounts showing signs of disengagement or risk. - Track and report on key customer success metrics such as health, product usage, NPS, and retention. - Maintain an up-to-date library of customer-facing assets, including onboarding guides, help articles, and recorded webinars. - Host recurring webinars, office hours, and other one-to-many events to support customer learning and success. - Collaborate cross-functionally with Product, Support, and Sales to advocate for customer needs and deliver feedback. - Leverage Salesforce, ChurnZero, and other CS tools to monitor health scores, automate engagement, and drive insights across the customer journey. - Document and continuously refine playbooks for onboarding, success planning, and scaled outreach programs. - Collaborate with internal teams, including Product, IT, and Support to resolve technical issues and ensure timely follow-up on bugs or feature requests. - Assist with troubleshooting product-related or technical issues, acting as a liaison between the customer and internal teams. - Lead resolution of customer escalations, serving as an escalation point beyond frontline support. - Partner with the Contracts Manager, Accounting, and Sales to support renewal activities and ensure seamless commercial processes. - Segment customer base to tailor outreach strategies based on size, lifecycle stage, or engagement level. - Identify referenceable customers, drive case study participation, and support upsell/cross-sell motions where appropriate. - Maintain a high standard of security awareness, ensuring data protection, compliance with company policies, and adherence to industry standards in all aspects of work. Qualifications - Customer-focused mindset with a passion for delivering an exceptional experience. - Strong communication and facilitation skills across both 1:1 and group formats. - Excellent written and verbal communication skills. - Willingness to learn, adapt, and grow within a fast-paced and evolving role. - Data-driven mindset with an eye for process improvement and automation. - 1+ years in a Customer Success, Onboarding, or Training role, ideally within a B2B SaaS environment. - Bonus: Proven experience managing a book of business using high-touch and scalable strategies. - Bonus: Experience with CS tools (e.g., ChurnZero, Gainsight), CRM systems (Salesforce), and communication tools (Zoom, Slack, Loom). Benefits - Work remotely within a flexible work environment (our team spans the US and Canada). - Competitive company-paid benefits plan starting day 1! - Generous professional development budget. - RRSP/ 401k matching program. - Half-day Fridays in the summer. Location Canada (Remote) Department Customer Success Employment Type Full-Time Compensation 55-65k CAD
Job Requirements
- Customer-focused mindset with a passion for delivering an exceptional experience.
- Strong communication and facilitation skills across both 1:1 and group formats.
- Excellent written and verbal communication skills.
- Willingness to learn, adapt, and grow within a fast-paced and evolving role.
- Data-driven mindset with an eye for process improvement and automation.
- 1+ years in a Customer Success, Onboarding, or Training role, ideally within a B2B SaaS environment.
- Bonus: Proven experience managing a book of business using high-touch and scalable strategies.
- Bonus: Experience with CS tools (e.g., ChurnZero, Gainsight), CRM systems (Salesforce), and communication tools (Zoom, Slack, Loom).
Benefits
- Work remotely within a flexible work environment (our team spans the US and Canada).
- Competitive company-paid benefits plan starting day 1!
- Generous professional development budget.
- RRSP/ 401k matching program.
- Half-day Fridays in the summer.
- Location
- Canada (Remote)
- Department
- Customer Success
- Employment Type
- Full-Time
- Compensation
- 55-65k CAD
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