Own the post-sale relationship with a portfolio of CoreBridge customers
Lead onboarding and implementation in close collaboration with our training and support teams
Help customers achieve measurable results with CoreBridge and ensure goals are aligned
Proactively monitor account health and engagement using tools and dashboards
Respond to customer questions and needs in a timely professional way
Collaborate with Support, Product, and Engineering to solve complex customer issues
Identify churn risks, upsell opportunities, and ways to drive long-term value
Recommend creative solutions, often using AI tools or process changes, to improve customer outcomes
Document customer feedback and contribute to improvements across the platform

Excellent communication skills with the ability to simplify technical topics for non-technical audiences
Strong problem-solving instincts, with a bias toward action and results
Tech-savvy and comfortable learning new software, tools, and workflows
Curious mindset: you enjoy asking questions, uncovering root causes, and finding better ways to work
A passion for customer success and a genuine desire to help others succeed
Familiarity with SaaS platforms, CRM systems, or customer lifecycle management (a plus, not a requirement)
Openness to using modern tools like AI copilots, Loom, Teams, Salesforce, etc.
Self-starter with the ability to work independently and prioritize effectively in a remote environment
1–2 years in customer-facing roles preferred, but not required.

Customer Success Manager

Key skills