Customer Success Manager - Enterprise

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

Qualifications

  • 3+ years in customer success roles driving adoption and satisfaction
  • 3+ years managing customer relations in platform management and security solutions
  • Strong organizational skills for maintaining success plans
  • Skilled in handling escalations and problem-solving
  • Exceptional communication and relationship-building abilities
  • Experience leading change initiatives internally and externally
  • Ability to translate customer needs into actionable business requirements

Responsibilities

  • Proactively manage account engagement and client satisfaction
  • Develop relationships with key stakeholders, addressing their needs promptly
  • Create strategic Success Plans aligned with customer goals
  • Collaborate with clients to design joint success plans for technology adoption
  • Analyze customer data to enhance experience and optimize solutions
  • Facilitate Executive Business Reviews to showcase value and growth potential
  • Ensure excellent customer experience to support service cross-sell and upsell opportunities
  • Monitor customer engagement signals and pursue resolution of high-impact issues
  • Drive collaboration across teams for strategic alignment

Benefits

  • In-office position located in Austin's Domain area
  • Opportunity to work with a leading B2B software company
  • Engagement in transformative customer success projects
  • Exposure to cutting-edge customer success tools and technologies
  • Chance to build strong relationships with senior executives and key stakeholders
Full Job Description
Overview
As an Enterprise Customer Success Manager at Quest, you'll play a pivotal role in ensuring customers realize maximum value from their investments through comprehensive adoption and value engagements. The CSM will manage a portfolio of accounts and lead engagement throughout the customer lifecycle—from deployment and adoption through value realization and renewal—ensuring satisfaction and long-term success. You’ll leverage your expertise to guide customers through their journey, maintain consistent engagement, and ensure they achieve their goals and derive measurable value from Quest solutions. You’ll also surface Customer Success Qualified Leads (CSQLs) and coordinate with Account Management for follow-up. CSMs support renewal contracting processes and are expected to stay informed on Quest’s evolving product portfolio, demonstrating the ability to quickly learn and communicate the value of new offerings.

 

Above all, this role is accountable for retention—sustaining business growth and profitability by maximizing value, driving usage and adoption, supporting services, and reducing churn.

 

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 customer success role responsible for driving customer success and product/service adoption.

-Minimum of 3 years of experience in customer management within platform management and security solutions, focusing on growth, adoption, retention, and issue resolution at both the business owner and senior executive levels.

-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, Totango) 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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