Associate Customer Success Manager
WFA Digital Insight
TeamDynamix’s Associate Customer Success Manager sits at the intersection of data, automation, and client stewardship. Unlike traditional high‑touch CS roles, this position leans heavily on a tech‑touch model, using Salesforce dashboards and Excel‑driven insights to monitor portfolio health and trigger timely outreach. The day‑to‑day rhythm blends renewal negotiations with proactive growth scouting, requiring a disciplined “air‑traffic‑control” mindset to juggle numerous accounts without constant supervision. Collaboration is baked in: you’ll partner with Marketing, Product, and Sales to translate customer feedback into roadmap input while shaping the digital content that guides users. Candidates who thrive on building scalable processes and translating data into action will find this role uniquely rewarding.
Job Description
About the Role We are seeking a highly organized, data-driven Associate Customer Success Manager to drive retention and growth within an established book of business. This role is designed for a professional who excels at managing a large volume of accounts through technology-driven engagement model. Rather than traditional high-touch management, you will leverage automation, data insights, and digital communication to ensure our customers achieve measurable success. You will be responsible for the entire renewal lifecycle while acting as a "scout" to identify top candidates within your portfolio who are a fit for additional products and services. Key Responsibilities Customer Engagement & Success - Portfolio Management: Own the commercial health of a large portfolio of customers using tech-touch (low-touch) and semi-automated engagement strategies. This includes regular interactions through phone and web meetings, such as Zoom or Microsoft Teams, to provide guidance and support.
- The Renewal Engine: Drive the end-to-end renewal lifecycle, managing outreach and negotiations to ensure high retention rates and on-time contract execution.
- Growth Discovery: Monitor customer health scores and usage data to identify "at-risk" accounts for intervention and "high-potential" accounts for product expansion.
- Lead Qualification: Identify customers ready for broader solutions and facilitate seamless hand-offs to the appropriate sales or expansion teams.
- Data-Driven Triggers: Utilize customer behavior data and milestones to trigger personalized, automated outreach that provides value at the right time.
- Feedback Loops: Continuously improve the digital engagement model by analyzing campaign performance and customer feedback.
- Content Creation: Collaborate with internal teams to deliver education resources, such as knowledge base articles, video tutorials, and newsletters.
- Strategic Insights: Provide "voice of the customer" data to the Product team to inform the roadmap and support accurate renewal forecasting.
- Organizational Mastery: You are exceptionally disciplined and self-motivated. You possess the "air traffic control" skills required to manage a high volume of accounts and deadlines without oversight.
- Tech & Data Savvy: Comfortable working with CRM tools (Salesforce).
- Communication: Ability to write concise, engaging digital content and conduct professional commercial conversations during the renewal process.
- Efficiency Focus: You are always looking for ways to "automate the routine" so you can focus on high-value interventions.
- Growth: Number of qualified expansion leads identified and passed.
- Efficiency: Campaign performance, automation reach, and portfolio health scores. Why Join Us?
- The Mix: A balanced 80% Base / 20% Variable compensation structure that rewards both retention and pipeline generation.
- Career Growth: This role provides deep exposure to the operational side of SaaS.
- Comprehensive health insurance plans.
- Wellness programs that promote physical and mental well-being.
- Traditional and Roth 401(k) savings options with company match.
- Remote-first with flexible working hours.
- Prioritized work-life balance, with 15 observed days off in addition to PTO.
- Family-friendly policies including paid parental leave.
- Paid life insurance, short-term, and long-term disability insurance.
- Regular acknowledgement of achievements with recognition programs.
- Counseling services and resources for personal and professional challenges.
- Transparent communication about company goals, strategy, and performance.
- Regular feedback sessions and performance reviews.
- Anti-bias and anti-harassment training programs.
- Trust and autonomy in decision-making within your role.
- Work environment that encourages you to be your authentic self.
- Flat management structure with approachable leaders who want to hear your feedback.
- Backed by two private equity firms that invest in high-growth private companies across North America.
How to Stand Out
- Highlight concrete examples of how you used Salesforce and Excel to drive renewal or expansion outcomes in your resume.
- Prepare a brief case study showing a time you built an automated outreach sequence that improved customer engagement.
- During interviews, demonstrate your “air‑traffic‑control” mindset by describing how you prioritize and track multiple accounts.
- Emphasize experience with low‑touch or tech‑enabled customer success models; bring metrics that illustrate your efficiency.
- Ask about the specific automation tools TeamDynamix uses to show genuine interest and readiness to contribute.
- When discussing compensation, reference the 80/20 split and inquire about typical variable payout ranges.
- Watch for vague descriptions of team size or reporting lines; clarity on structure indicates a well‑defined role.
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