Cleo
Madison, WI
Customer Success Manager Remote - US 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...

