Customer Success Manager, Onboarding

About the role

The Customer Success Manager, OM will possess the ability to meet or exceed all launch KPI’s; including but not limited to continuously minimizing time to first value, prescriptive guidance on the Everflow tools that support and grow our users’ businesses, and guide a smooth technical launch in collaboration with our Technical Solutions team. Customer Success OMs will act and make decisions with a revenue expansion mindset (NRR); opportunity mapping, opportunity closing and relationship building continuously over their time spent with Everflow clients.

Responsibilities

• Lead the onboarding process for new customers, ensuring a smooth transition from sales to realized value in the shortest amount of time possible.
• Assist clients in the initial setup and configuration of the software, tailoring the implementation to meet their specific business needs.
• Act as a front‑line Customer Success Manager from a relationship perspective, building and maintaining strong, multi‑threaded and long‑lasting client relationships.
• Identify growth opportunities with customers, and develop and implement solutions to achieve revenue expansion goals.
• Develop expertise with new products and features and be able to evangelize them with clients.
• Understand the customer’s business goals and challenges in order to advocate for customer needs and to share feedback within the company to influence product development and service improvements.
• Monitor customer usage data and health metrics – proactively identify any potential issues before they become problems and address accordingly.

Qualifications

• Ability to understand and explain technical concepts, as well as troubleshoot basic technical issues.
• Ability to build and maintain strong, long‑lasting relationships with clients, understanding their business goals, and acting as their trusted advisor.
• Experience in sales or a strong understanding of sales principles, including the ability to negotiate contracts and upsell products or services.
• A customer‑centric mindset with a focus on delivering exceptional service and exceeding client expectations.
• Strong problem‑solving skills to address client issues, resolve conflicts, and find creative solutions to meet client needs – consultative in approach.

Requirements

• Bachelor's degree.
• 2‑4 years experience in a similar role.
• CRM tools like Hubspot/Jira (basic).
• Experience using either Everflow or competitor tracking platforms (preferred but not required).
• Third‑party analytics solutions – Google Analytics, Social/Media Buying or MMPs (preferred but not required).

Pay

Base Salary: $60,000 – $70,000.

Bonus Potential.

Benefits

• Employer‑covered medical, dental and vision insurance.
• Unlimited PTO and paid holidays.
• 401(k) (no matching at this time).
• Paid parental leave.
• Startup‑like environment, without the constant rush to raise the next round of funding.
• Education, gym, and equipment stipend.