Customer Success Manager

Subtotal, Inc

$90K — $110K *
Consumer Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years in a customer-facing role at an early-stage B2B SaaS startup
  • Strong verbal and written communication skills to simplify complex concepts
  • A passion for process improvement and operational efficiency
  • Comfortable working with technical products
  • Proficient with modern SaaS tools like Slack, Notion, HubSpot, and Linear
  • Preferred experience in retail, CPG, or consumer data with a genuine interest in this sector

Responsibilities

  • Lead onboarding calls to ensure quick customer value realization
  • Work with Account Executives to identify and mitigate risks to pilot-to-paid conversions
  • Maintain a high conversion rate from pilot to paid customers
  • Conduct proactive account check-ins and respond to customer inquiries promptly
  • Identify barriers to product adoption and maximize feature utilization
  • Facilitate training sessions and regular check-ins to educate clients
  • Create comprehensive customer education materials, including video walkthroughs and user guides
  • Drive expansion revenue by increasing net revenue retention
  • Gather feature requests and product gaps to guide product roadmap development
  • Document best practices and templates for improved customer engagement
  • Contribute to internal process enhancements to reduce customer friction
  • Take on additional projects to achieve strategic goals

Benefits

  • Performance-based variable compensation
  • Meaningful equity
  • Fully paid health insurance for you and your family
Full Job Description
What You'll Do
  • Lead onboarding calls, guide technical implementation, and get customers to value quickly
  • Coordinate with AEs to flag risks that could prevent pilot-to-paid conversion
  • Maintain a high pilot-to-paid conversion rate
  • Proactively check in on accounts and respond to inbound questions quickly
  • Identify barriers to adoption and full feature use
  • Run trainings, Q&A sessions, and recurring check-ins
  • Build customer education materials-video walkthroughs, user guides, email content
  • Drive expansion revenue (increase NRR)
  • Surface feature requests and product gaps to inform our roadmap
  • Document best practices and build templates for customer engagement across our brand personas
  • Help iterate on internal processes to reduce friction for customers
  • Take on additional projects that move the needle
Who You Are
  • 2-3 years in a customer-facing role at an early-stage B2B SaaS startup
  • Ability to articulate complex concepts simply, both written and verbal
  • Knack and passion for process improvement, documentation, and operational efficiency
  • Comfortable with technical products
  • Familiarity with modern SaaS tools like Slack, Notion, HubSpot, and Linear
  • Retail, CPG, or consumer data experience preferred; genuine interest in the space is required
What We Offer
  • Base salary $90K - $110K
  • Performance-based variable compensation
  • Meaningful equity
  • Fully paid health insurance for you and your family

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