Customer Success Manager - Enterprise

Clearlake Capital Group$100K — $120K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 3 years in a customer success role focusing on product adoption.
  • Strong organizational skills for managing success plans and milestones.
  • Ability to manage internal and external escalations effectively.
  • Exceptional communication skills to build and maintain relationships.
  • Experience in leading and driving change initiatives.
  • Skilled at translating customer needs into actionable business requirements.
  • Background in advising senior executives and creating success plans.

Responsibilities

  • Proactively manages customer accounts to ensure satisfaction and engagement.
  • Builds relationships with key customer stakeholders for regular updates and feedback.
  • Creates strategic Success Plans aligned with customer goals and milestones.
  • Collaborates with customers to develop a shared success roadmap.
  • Monitors analytics and KPIs to enhance customer experiences and solutions.
  • Facilitates Executive Business Reviews to highlight value delivered and growth potential.
  • Addresses high-impact customer issues, coordinating with appropriate internal teams.
  • Implements scalable processes to enhance customer success efficiency.

Benefits

  • The opportunity for professional development and career growth.
  • Collaborative work environment with cross-functional teams.
  • Involvement in high-impact customer success initiatives.
  • Access to advanced customer success tools and methodologies.
Full Job Description
Overview
As the Customer Success People Manager, you will be accountable for the performance, engagement, and professional development of a team of CSMs supporting Quest’s most strategic accounts. You will empower the team to deliver superior customer experiences, manage escalations, and drive measurable business outcomes. You'll also serve as a key partner to cross-functional stakeholders across Sales, Renewals, Product, and Support to ensure strategic alignment and continuous improvement.  This position is an in-office-based role located in the Domain area of Austin.Responsibilities

-Proactively manages named accounts and is accountable for engagement and satisfaction over the lifetime of the customer.

-Establishes relationships with the customer key stakeholders, ensuring regular check-ins to understand and promptly address client needs and concerns.

-Develops and maintains strategic Success Plans that align with value milestones and customer-defined business outcomes.

-Partners with the customer to build a joint plan for success, maintaining a detailed understanding of the customer’s business to achieve high levels of customer satisfaction, engagement, and adoption of Quest technologies.

-Monitors customer analytics and KPIs to reinforce the value of the customer solution, identify areas to improve customer experience, and optimize the solution.

-Facilitates Executive Business Reviews (EBRs) in collaboration with Account Management, using the Success Plan and business case to demonstrate impact, value delivered, and growth opportunities.

-Delivers an outstanding customer experience to support our brand promise of delivering superior outcomes and to support and identify cross-sell and upsell of services and products.

-Actively monitors customer engagement signals and sentiment; logs risks and opportunities in CRM and triggers internal playbooks where applicable.

-Supports collaboration across Sales, Support, Product, Renewals, and Professional Services to ensure continuity and strategic alignment.

-Acts as an escalation point for high-impact customer issues when necessary, ensuring appropriate teams within Quest are engaged for quick resolution.

-Works within the wider CSM team to implement scalable programs and process improvements to drive efficiency of internal customer success processes and improve customer experience.

Qualifications

-Minimum of 3 years of experience in a customer success role responsible for driving customer success and product/service adoption.

-Excellent organizational skills and ability to establish milestones and keep success plans on task.

-Adept at handling internal and external escalations.

-Exceptional ability to communicate and foster positive business relationships, and comfortable facilitating change and being accountable for driving success with customers.

-Experience in leading, adopting, and driving change internally or externally.

-Experience in identifying, translating, and prioritizing customer issues and needs into business or solution requirements.

-Demonstrated success as a trusted advisor to senior executives in large organizations and ability to build success plans.

-An understanding of how organizations measure value realization and drive revenue. Experience in recurring revenue sales models and renewal processes is an advantage.

 

What Will Make You Stand Out

-Experience in transformational Customer Success projects or experience where products shift from On-Premise to SaaS.

-Previous Customer Success experience in a company with B2B Software.

-Proficiency in customer success tools (e.g., Gainsight) and CRM systems (e.g., Salesforce) to manage customer health, success plans, and engagement tracking. Experience with AI prompting and leveraging AI tools to streamline processes.

 

About Clearlake Capital Group

Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe. Capital offers a range of products focused on active management, including more than 40 mutual funds through its subsidiary, American Funds Distributors, as well as separately managed accounts, private equity, investment services for high net worth investors in the U.S., and a range of other offerings for institutional clients and individual investors globally.
Learn more about Clearlake Capital Group

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