Wave

Client Performance Manager III

Wave$88K — $105K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in related discipline or equivalent experience
  • 4+ years in Customer Success, Account Management, or similar roles in B2B tech
  • Proven track record in managing customer relationships for retention and satisfaction
  • Strong communication and problem-solving abilities
  • Experience with CRM and Customer Success platforms and methodologies

Responsibilities

  • Manage assigned customer portfolio as the primary point of contact
  • Create and maintain Customer Success Plans focused on client outcomes
  • Monitor customer health for proactive engagement and risk management
  • Assist customers in maximizing value from RapidScale solutions
  • Coordinate closely with internal teams to ensure customer needs are met
  • Conduct regular check-ins and business reviews to align with customer goals
  • Identify and mitigate risks to customer satisfaction and retention

Benefits

  • Professional development opportunities and training
  • Collaborative work environment
  • Access to advanced tools and technologies
  • Flexible work arrangements or remote work options
Full Job Description
Job Summary

RapidScale is evolving Customer Success into a core, revenue-adjacent capability focused on ensuring customers realize measurable business outcomes, improving customer retention, and supporting long-term growth. The Customer Success Manager II is responsible for managing a portfolio of customers and helping them achieve successful adoption of RapidScale solutions while delivering an exceptional customer experience. This role partners closely with Sales, Delivery, Operations, Consulting, Engineering, and Support to ensure customers receive consistent service, realize ongoing value from their investments, and are well positioned for long-term success. The ideal candidate is customer-focused, highly organized, and collaborative, with the ability to manage multiple priorities while building trusted relationships with both customers and internal stakeholders.

Responsibilities

KEY RESPONSIBILITIES

Customer Success & Value Realization
  • Manage a portfolio of assigned customers, serving as their primary Customer Success contact.
  • Develop and maintain Customer Success Plans aligned to customer business objectives and desired outcomes.
  • Monitor customer adoption, utilization, and overall health to proactively identify opportunities and potential risks.
  • Partner with customers to help maximize the value of RapidScale solutions throughout their lifecycle.
  • Escalate customer concerns appropriately while coordinating internal resources to drive timely resolution.

Customer Lifecycle Management
  • Guide customers through onboarding, adoption, ongoing engagement, and renewal readiness activities.
  • Conduct regular customer touchpoints and business reviews to ensure continued alignment with customer goals.
  • Maintain accurate customer account documentation, engagement plans, and success metrics.
  • Identify potential risks to customer satisfaction and retention while developing appropriate mitigation plans.

Cross-Functional Collaboration
  • Partner closely with Sales, Delivery, Operations, Consulting, Engineering, and Support to deliver a seamless customer experience.
  • Coordinate internal resources to ensure customer needs are addressed efficiently.
  • Facilitate communication between customers and internal teams throughout the customer lifecycle.
  • Escalate customer issues and risks as appropriate while helping drive resolution.

Retention & Growth Support
  • Support renewal activities by demonstrating customer value and business outcomes.
  • Identify opportunities for additional solutions or services and communicate them to the appropriate Sales partners.
  • Contribute to customer retention efforts through proactive engagement and relationship management.

Customer Experience
  • Build trusted relationships through consistent communication and responsiveness.
  • Conduct Quarterly Business Reviews (QBRs) or other customer meetings appropriate to the customer's engagement model.
  • Ensure customers understand available resources, services, and best practices to maximize success.
  • Promote a positive customer experience through proactive engagement and follow-through.

Process Improvement
  • Follow established Customer Success methodologies, playbooks, and operational processes.
  • Provide feedback to leadership on opportunities to improve customer experience, tools, and operational processes.
  • Participate in team initiatives, training, and continuous improvement efforts.


Qualifications

QUALIFICATIONS

Minimum
  • Bachelor's degree in a related discipline and 4 years' experience in a related field. The right candidate could also have a different combination, such as a master's degree and 2 years' experience; a Ph.D. and up to 1 year of experience; or 8 years' experience in a related field.

Core Experience
  • Experience in Customer Success, Client Services, Account Management, Customer Experience, or Consulting within a B2B technology or services environment.
  • Experience managing customer relationships and supporting customer adoption, retention, and satisfaction.
  • Strong communication, relationship management, and problem-solving skills.
  • Ability to collaborate effectively across cross-functional teams in a matrixed organization.
  • Strong organizational skills with the ability to manage multiple customers and priorities simultaneously.
  • Experience using CRM and Customer Success platforms to manage customer engagement activities.

Preferred Qualifications
  • Experience supporting customers in managed services, cloud, SaaS, cybersecurity, or hybrid infrastructure environments.
  • Familiarity with Customer Success metrics such as customer health, adoption, retention, and renewal readiness.
  • Experience facilitating customer business reviews and presenting customer performance metrics.
  • Working knowledge of cloud technologies including AWS, Azure, Google Cloud, VMware, or related technologies.
  • Experience identifying customer growth opportunities and partnering with Sales to support expansion.

About Wave

Wave is a Canadian financial services company that provides accounting, invoicing, and payment processing software for small businesses. The company was founded in 2010 by Kirk Simpson and James Lochrie. Wave's software is used by over 4 million small businesses around the world. In 2019, the company was acquired by H&R Block for $405 million. Wave is headquartered in Toronto, Canada.
Learn more about Wave
Size
200 employees
Industry
Founded
2011

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