onebeat

Manage customer portfolios, lead onboarding, drive account growth, and collaborate across teams to ensure customer success. | 2-5 years in Customer Success, Project Management, or Implementation, experience with retail or supply chain, strong communication, organizational skills, and proficiency in Excel. | We are seeking a Customer Success Manager to lead post-sale client relationships, ensuring smooth onboarding, strong adoption, and long-term growth. This role blends account ownership, project execution, and strategic collaboration across internal teams. You will manage a customer portfolio and drive measurable outcomes aligned with their business goals. Requirements: • 2–5 years of experience in Customer Success, Project Management, or Implementation. • Experience working with retail and/ or supply chain environments. • Educational Qualification: Bachelor’s degree required; Master’s degree preferred. • Excellent communication and relationship-building skills. • Strong analytical skills; proficiency in Excel required, Python a plus. • Highly organized, dependable, and comfortable managing multiple priorities. • Ability to work cross-functionally. What You Will Do: Customer Portfolio Management: • Own a book of business, driving overall account health and satisfaction. • Conduct regular cadence calls, QBRs, and strategy sessions with customers. • Monitor adoption and system usage, identifying risks and growth opportunities. • Retain and grow accounts through proactive engagement and value delivery. Onboarding & Delivery Execution: • Lead customer onboarding and ensure seamless go-lives. • Collaborate with cross-functional project teams (TAM, engineers) to deliver solutions on time and within scope. • Track milestones, dependencies, and risks with precision. Customer Growth & Expansion: • Identify upsell and expansion opportunities through ongoing engagement. • Collaborate with Sales and Account teams to support growth initiatives. • Drive customer outcomes and long-term value realization. Cross-Functional Collaboration: • Partner with Product, Engineering, Support, and Data teams to resolve issues and implement solutions. • Share customer feedback with internal teams to inform product improvements. Reporting & Visibility: • Maintain accurate records in HubSpot and communicate updates via Slack and internal reports. • Provide regular updates to senior leadership on customer health, risks, and success metrics.