Pooled Customer Success Manager, SMB

Overview

Muck Rack is seeking a Pooled Customer Success Manager to join our dynamic team. This role focuses on managing and supporting customers within our SMB segment, fostering collaboration and driving adoption, retention, and satisfaction.

Key Responsibilities

• Lead critical activities such as onboarding, escalations, training resource delivery, risk mitigation, and renewals for a shared customer book of business
• Handle customer cases assigned via a round-robin system, ensuring timely responses and resolution while maintaining high-quality outcomes
• Proactively share relevant resources and insights to help customers maximize value and engagement and help mitigate risk
• Leverage tools like Salesforce to manage and prioritize tasks, ensuring no cases are overlooked and all workflows are documented effectively
• Partner with cross-functional teams, including Customer Support, Accounts Receivable, and Marketing, to align on customer goals and provide holistic support
• Share feedback and contribute to refining processes to enhance team efficiency and scalability
• Maintain accurate renewal and opportunity data in team dashboards to support retention and upsell opportunities

Success Metrics

• Manage high volume of customer cases achieving KPIs like time to close and risk mitigation
• Contribute to team retention goals including GRR and NRR
• Provide ideas and feedback to streamline processes and improve workflows
• Demonstrate adaptability and responsiveness in a dynamic environment

Qualifications

• 1+ years in a customer-facing role such as customer success, support, service or sales, preferably in a B2B SaaS environment
• Proven ability to manage high volumes of tasks or customers while staying organized and efficient
• Experience using CRMs like Salesforce and automation tools to streamline work
• Exceptional prioritization and time management skills
• Strong, empathetic communication, with an understanding of SMB customers’ unique challenges
• Positive, collaborative mindset, with the ability to navigate ambiguity and adapt to change
• Commitment to quality, even when performing repetitive tasks
• Familiarity with sales processes or identifying upsell opportunities
• Proactive incorporation of AI tools into day-to-day work to improve productivity and accelerate delivery