Customer Success Manager

What You Will Be Doing

• Manage a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through renewal and expansion


• Conduct regular meetings with key customer stakeholders and deliver executive-level Quarterly Business Reviews (QBRs) that connect Cleo’s platform capabilities to the customer’s business outcomes


• Build broad and deep customer relationships that promote strong loyalty, referenceability, and long-term retention


• Understand each customer’s organizational structure, business goals, and integration environment, and translate that understanding into actionable success plans


• Uphold Cleo’s CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow-ups scheduled


• Own GRR and NRR outcomes for your book of business, proactively identifying risk signals and executing mitigation strategies to protect and grow ARR


• Monitor and act on customer health indicators, including utilization scores, CSM scores, support activity, and engagement cadence in Planhat


• Escalate issues appropriately to Services, Support, and Product, and drive resolution on behalf of the customer with urgency and accountability


• Maintain accurate, up-to-date records of customer health, risks, action plans, and renewal status


• Proactively identify and develop upsell and cross-sell opportunities within your book of business, contributing to the CS org’s expansion pipeline targets


• Position Cleo’s solution portfolio — including Charge Back Prevention, Direct Procurement Orchestration, TM&M, etc. — by linking customer goals to compelling business outcomes


• Develop well-reasoned expansion recommendations with strong close rates, collaborating with Sales as needed to advance opportunities


• Drive adoption through value realization, ensuring customers are actively utilizing the Cleo platform in ways that support their business objectives


• Collaborate with Cleo’s CS Solutions team to address utilization gaps, optimize platform usage, and support customers through product migrations or transitions (e.g., legacy-to-cloud CIC migrations)


• Leverage AI-powered tools and workflows to enhance customer analysis, communication efficiency, and proactive outreach across your portfolio


• Partner closely with Sales, Pre-Sales, Professional Services, Support, and Product to deliver a seamless customer experience and represent the voice of the customer internally


• Develop vertical fluency in your assigned industry segment(s) — such as Logistics, Food & Beverage, CPG, Industrial Manufacturing, Healthcare, Finance, or Technology — to deepen customer relationships and add industry-relevant value


• Invest in developing both self and others, and contribute to CS organizational initiatives as required


• Leverage AI tools and agents in your day-to-day work to accelerate research, account preparation, communication drafting, and data analysis


• Serve as a knowledgeable resource for customers adopting AI-powered features within the Cleo platform — translate capability into business value for both technical and executive audiences


• Stay current on Cleo's AI product roadmap so you can proactively connect upcoming capabilities to customer needs before they have to ask
  
  

Your Qualifications

• 5+ years working at an Enterprise Software and/or SaaS company in Customer Success, Sales/Account Management, Professional Services, or a related field


• Demonstrable success managing GRR, NRR, or expansion pipeline targets in a quota-bearing or metric-accountable CS role


• Experience with CS platforms (Planhat preferred) and CRM tools (Salesforce); comfort maintaining rigorous data hygiene across both


• Proven ability to position software solutions and develop expansion opportunities, not just manage relationships


• Demonstrated success collaborating with and influencing cross-functional stakeholders and executives


• Industry fluency in one or more of Cleo’s core verticals — Logistics, Food & Beverage, CPG, Industrial Manufacturing, Healthcare, Finance, or Technology — is a strong plus


• Familiarity with AI-powered workflows and a willingness to adopt emerging tools to improve productivity and customer outcomes


• Proven ability to work in a fluid, evolving environment with a continuous-improvement mindset


• Excellent communication and presentation skills directed at both business-oriented and technical audiences


• Ability to travel 5–10% on an annual basis for internal and external expectations

• Compensation: $75,000 - $100,000 + Bonus potential 


• Great Healthcare + Dental + Vision


• Flexible PTO


• Culture of support, encouraging Life-Work balance


• 401k match


• FSA and HSA options


• Employee Assistance Program


• Paid Parental Leave


• Representing a company with 4,000+ clients and a 99% retention rate


• Accelerated title and salary growth potential 


• A fun and energetic work environment that makes you excited to go to work every day