Customer Success Manager – Residential

Role Overview

• Act as a “preferred CSM” to approximately 100 accounts assigned to CSM Team, serving as the main point of contact for the customer, our executive team, and any internal partners regarding these accounts.
• Commit to exceeding customer expectations, maintain long-term, senior-level relationships with your account’s POCs, take ownership of challenging customer situations, manage them effectively, and see them through to resolution.
• Guide customers to maximize their business through an intimate understanding of the ServiceTitan platform.
• Act as the primary point of contact for customer inquiries and issues, working closely with internal teams to drive timely resolutions.
• Proactively reach out to customers through phone calls and written communication to understand their goals, and roadblocks, and ensure their needs are met.
• Utilize data to track customer success metrics and leverage user engagement data to design targeted campaigns that proactively engage with customers who are not utilizing key features of ServiceTitan vital to achieving their desired outcomes.
• Monitor account health and flag risk behaviors to engage with customers proactively before escalations or churn risks arise.
• Approach all customer interactions with a positive, can-do attitude, identify customer pain points, and work with cross-functional teams to provide effective solutions.
• Provide training and guidance to customers, ensuring they utilize our software effectively.
• Seek ways to improve customer satisfaction and raise customer advocacy (NPS), by finding new ways to continuously improve our customers’ experience.

Requirements

• 2+ years in customer-facing roles, customer success/account management, and/or sales experience preferred.
• A customer value, ROI, and business outcome-driven mindset.
• Skills in product training, and comfortable “re-re-selling” the customer on ServiceTitan.
• Strong de-escalation and problem-solving skills.
• Highly skilled in written and verbal communication.
• Proven ability to multi-task and manage multiple projects at a time with strong attention to detail.
• Self-starter that thrives in an entrepreneurial, fast-paced environment with the demonstrated capacity to lead, motivate and work well with others.
• Quick thinking, fast learning, and solution-oriented, with an ability to think outside the box and see things through to resolution.
• Self-motivated and able to work effectively in a remote setting.
• Highly organized and detail-oriented.
• Project management skills and experience are a plus.
• Exceptional organizational and time management skills.
• Empathetic with a customer-focused approach.
• Passion for phone-based customer interactions.

Benefits

• Flexible time off with ample learning and development opportunities to continue growing your career.
• Comprehensive onboarding program.
• Leadership training for Titans at all levels.
• Great work is rewarded through Bonusly, peer-nominated awards, and more.
• Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents).
• FSA and HSA.
• 401k match.
• Telehealth options including memberships to One Medical.
• Parental leave and support.
• Up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement.
• On demand maternity support through Maven Maternity.
• Free breast milk shipping through Maven Milk.
• Pet insurance.
• Legal advisory services.
• Financial planning tools.