Customer Success Manager
$60,000–$60,000 year
Hybrid · Phoenix, Arizona, United States
Job Summary
Mid-Market Customer Success Manager responsible for a portfolio of 100+ clients post-sale, driving adoption, engagement, and long-term value of the Lofty CRM platform through strategic consultation, tailored recommendations, and proactive support. Responsibilities include guiding onboarding and ongoing adoption, leading group-based trainings, conducting regular business reviews with actionable insights, championing client satisfaction and retention, identifying expansion opportunities in collaboration with Sales, monitoring client health metrics, overseeing monthly billing for franchise accounts, and providing marketing strategy guidance to improve ROI. The role emphasizes building trusted client relationships, cross-functional collaboration, data-driven decision-making, and ability to thrive in a fast-paced, AI-native SaaS environment. Requirements include a high school diploma, 2+ years in customer service or client-facing roles, 1–3 years managing client relationships, strong communication and problem-solving skills, and proficiency with CRM platforms and web tools.
Required Qualifications
- High school diploma required
- 2+ years of experience in a customer service or client-facing role
- 1–3 years of experience managing client relationships in a high-volume environment
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