Jobs · Customer Service · New York

Customer Success Manager

Compliancy Group · New York, NY · 2 mo ago
On-siteCustomer Service$75k–$82k/yrFull-time

What you will do

  • Serve as the primary point of contact for a pooled portfolio of core accounts, focusing on retention, platform adoption, and customer satisfaction.
  • Drive proactive, repeatable engagement across your book so clients understand the platform, use it consistently, and see the value before renewal conversations begin.
  • Monitor account health and act early when engagement or satisfaction signals warrant attention.
  • Partner with Sales when expansion opportunities arise; while growth is not your primary responsibility, there are financial incentives to surface the right moments.
  • Work closely with Finance to resolve payment disputes, escalations, and account issues in a timely and professional way.
  • Collaborate with Support and Product to advocate for customer needs and contribute to process improvements that make the whole CX team stronger.
  • Direct clients to the right resources and channels for commercial conversations, without owning sales activities yourself.

What we are looking for

  • 2 or more years in Customer Success, Account Management, Client Services, or a related customer-facing role.
  • Strong organizational skills: you can manage a high volume of accounts and still give each one a consistent, thoughtful experience.
  • Excellent communication and relationship-building skills, with a genuine customer-first mindset.
  • Goal-oriented, particularly around retention and satisfaction targets.
  • Comfortable collaborating across teams including Finance, Product, and Support.
  • Experience in a subscription-based or SaaS business model is preferred.
  • Background in healthcare or healthcare compliance is a plus.
  • Bachelor's degree or equivalent professional experience welcomed.

Compliancy Group offers

  • Competitive base salary plus performance bonus tied to gross retention rate, with additional financial incentives for surfacing expansion opportunities to the sales team.
  • Extensive onboarding and ongoing professional development focused on the platform, the compliance landscape, and the customer success motion.
  • Comprehensive benefits including medical, dental, vision, 401(k) with company match, and generous PTO.
  • A transparent, collaborative culture that takes customer impact seriously and invests in the people who deliver it.

Pay

Salary: $75,000-$82,000/year

Schedule

Remote, USA

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