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SourceOwls, LLC

via Lensa

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Customer Success Manager

Anywhere
full-time
Posted 9/10/2025
Key Skills:
Customer Success Management
Account Management
CRM Software (Salesforce, Gainsight)
Strategic Planning
Data Analysis
Communication Skills
Stakeholder Management
Negotiation

Compensation

Salary Range

$90K-130K a year

Responsibilities

Owning the full customer lifecycle for high-value strategic accounts, including onboarding, adoption, renewal, and growth, while collaborating with Sales and cross-functional teams.

Requirements

5+ years of experience in customer success or related roles, strong communication and analytical skills, and proficiency with CRM and customer success platforms.

Full Description

Job Title: Senior Strategic Customer Success Manager Company Overview: SourceOwls, LLC is a dynamic technology company specializing in innovative software solutions for the financial services industry. With a commitment to customer-centric innovation, we empower businesses to optimize their operations and enhance client engagement through cutting-edge technology. Role Overview: As a Senior Strategic Customer Success Manager, you will own the full customer lifecycle for a portfolio of high-value strategic accounts. Your role is pivotal in ensuring customer satisfaction, driving adoption, and fostering long-term growth by collaborating closely with Sales and cross-functional teams. What You'll Do: - You will manage the onboarding and implementation process for new clients, ensuring a smooth transition and successful adoption of our solutions. - You will develop strong relationships with key stakeholders to understand their business needs and align our services accordingly. - You will proactively monitor account health and usage metrics to identify opportunities for growth and risk mitigation. - You will collaborate with Sales, Product, and Support teams to deliver a seamless customer experience. - You will lead renewal discussions and negotiate contract terms to maximize customer retention. - You will provide strategic insights and feedback to internal teams to influence product development and service enhancements. - You will create and deliver presentations and reports to communicate value and progress to customers and internal leadership. - You will mentor junior team members and contribute to the development of best practices within the Customer Success organization. What You Bring: - 5+ years of experience in customer success, account management, or related roles, preferably in SaaS or technology sectors. - Proven track record of managing high-value strategic accounts and driving customer retention and growth. - Strong communication and interpersonal skills with the ability to build trust and influence at all organizational levels. - Experience with CRM and customer success platforms such as Salesforce, Gainsight, or similar tools. - Analytical mindset with the ability to interpret data and translate it into actionable strategies. - Ability to work collaboratively in a fast-paced, cross-functional environment. Bonus Points If You Have: - Experience in the financial services or fintech industry. - Background in sales or business development. - Familiarity with product management and software development processes. - Advanced certifications in customer success or project management. What We Offer: - We offer a competitive salary and performance-based bonuses. - We offer comprehensive health, dental, and vision insurance plans. - We offer flexible work arrangements including remote work options. - We offer professional development opportunities and support for continued learning. - We offer a collaborative and inclusive company culture that values innovation and growth. Ready to Apply? Please submit your resume and a cover letter detailing your relevant experience and why you are excited to join SourceOwls, LLC. We look forward to hearing from you!

This job posting was last updated on 9/10/2025

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