RoadSync

Customer Success Manager

RoadSync$100K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years in Account Management, Customer Success, Relationship Management, Sales, or a similar customer-facing role
  • Experience owning a portfolio or book of business
  • Strong relationship-building and communication skills
  • Instinct to connect a customer’s need to the right product proactively
  • Comfort discussing account performance and growth directly with customers
  • Sharp organization, prioritization, and follow-through
  • Ability to juggle multiple accounts and priorities efficiently.

Responsibilities

  • Own and grow relationships across your assigned portfolio
  • Run proactive outreach focused on engagement, retention, adoption, and growth
  • Spot declining usage and churn signals early and plan corrective actions
  • Identify expansion and cross-sell opportunities based on customer needs
  • Demonstrate how products enhance customers' payment and operational workflows
  • Lead regular check-ins and business reviews to track goals and opportunities
  • Handle escalations with clear communication until resolution is achieved.

Benefits

  • Competitive pay and company equity from day one
  • Medical, dental, and vision premiums paid for employees
  • Three weeks (15 days) of PTO annually
  • Energetic office in Midtown Atlanta
  • Mentorship from leaders across the company
  • 401(k) plan
  • Parking covered while in the office
  • Catered lunches for in-office employees
  • Full visibility into how the company operates and its importance.
Full Job Description
RoadSync is growing, and so is our Customer Success team. As our Account Manager, you9ll own a portfolio of existing customers from day one: building relationships, driving product adoption, and protecting the business we9ve already won. If you9re goal-oriented, curious, and energized by owning your book of business, let9s talk.
About this role:

To join us as our Account Manager, you9ve worked in Account Management, Customer Success, or Relationship Management, ideally at a B2B or B2B2C technology, SaaS, or Fintech company. You know how to manage a portfolio, spot risk before it becomes churn, and turn a good customer conversation into a measurable next step.
Some things you9ll be doing at RoadSync...
  • Own and grow relationships across your assigned portfolio of customer accounts
  • Run proactive outreach focused on engagement, retention, adoption, and growth
  • Spot declining usage and other churn signals early, and build a plan to fix it
  • Find expansion and cross-sell opportunities tied to what each customer actually needs
  • Show customers how our products improve their payment and operational workflows
  • Lead regular check-ins and business reviews to track goals, challenges, and opportunities
  • Ask for referrals and earn them
  • Handle escalations with clear, direct communication through resolution
  • Keep your CRM sharp: accurate notes, follow-ups, and opportunity tracking
  • Partner with Implementation, Sales, Support, Product, and Operations to get customers what they need
  • Hit your numbers, individually and as a team
We9d love to hear from you if you have...
  • 2+ years in Account Management, Customer Success, Relationship Management, Sales, or a similar customer-facing role
  • Experience owning a portfolio or book of business
  • Strong relationship-building and communication skills
  • The instinct to connect a customer9s need to the right product, before they ask
  • Comfort discussing account performance and growth directly with customers
  • Sharp organization, prioritization, and follow-through
  • The ability to juggle multiple accounts and priorities without dropping the ball.
And a few things that are a 49;plus49;:
  • Experience with CRM platforms like HubSpot
  • Experience in payments, fintech, transportation, trucking, towing, repair, or logistics
What Success Looks Like

A successful Account Manager owns their book of business. You know which customers need attention, where the risks are, and where the growth is. Every customer conversation has a purpose and leads somewhere.

You build real relationships without losing your commercial edge. Customer success means helping customers win while growing the partnership.
Ideal Candidate

You9re proactive, organized, and accountable. You don9t wait for customers to come to you, you spot the need first. You ask good questions, follow through on what you say you9ll do, and bring a problem-solving mindset to every conversation. You like clear goals, and you know exactly how your work drives retention, revenue, and the team9s success.
Why you9ll love it here...

RoadSync is a team of researchers, sellers, builders, marketers, designers, and operators, all driven by one thing: our customers. We put in the work because we care about getting it right. We9re proud of the diverse team we9ve built, because it9s what makes us better.
Here9s what9s in it for you:
  • Competitive pay and company equity from day one
  • Medical, dental, and vision, premiums paid for employees
  • Three weeks (15 days) of PTO annually
  • An energetic office in Midtown Atlanta
  • Mentorship from leaders across the company
  • 401(k) plan
  • Parking covered while you9re in the office
  • Catered lunches for the in-office crew
  • Full visibility into how the company runs and why it matters

Department Customer Success Role Customer Success Manager Locations Atlanta, GA Remote status Hybrid Yearly salary 100,000 Employment type Full-time

About RoadSync

RoadSync is a financial technology company that provides payment solutions for the transportation industry. The company's platform allows trucking companies and drivers to manage and pay invoices, access funding, and track expenses. RoadSync's technology helps streamline the payment process and improve cash flow for trucking companies. The company was founded in 2015 and is headquartered in Atlanta, Georgia.
Learn more about RoadSync
Size
50 employees
Industry
Founded
2015

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