Customer Success Manager

Beeline is a company that provides AI sales solutions for various industries. They are seeking a Customer Success Manager to onboard new clients, ensure ongoing success, optimize performance, and relay customer feedback to the product team.

Responsibilities:

• Take the customer from signed contract to live, converting agent — fast
• You'll run the kickoff, gather the source-of-truth content (products, pricing, qualification rules, FAQs), coordinate the CRM integration, and stand the agent up before the customer's enthusiasm cools off
• Carry a portfolio of accounts post-launch
• Health-check them
• Run the quarterly business reviews
• Catch the early signals when an account is drifting before it shows up in the renewal forecast
• Bring the founders into a conversation when the moment calls for it
• Get inside the agent's conversations, read transcripts, find where qualification is stalling or where the playbook is leaving deals on the table — and tune it
• You'll work directly with the customer on prompt language, qualification logic, channel choice, and handoff timing
• Be the loop between what customers actually need and what we build next
• Patterns in support requests, repeated feature asks, where the agent surprises us, where it falls short — all of it comes back through you

Requirements:

• 3–5 years in customer success or onboarding at a B2B SaaS company. Not a generalist account manager. You've owned a book of business, and you know what good looks like
• You've worked with a sales-led product before. You understand that customers paid for outcomes, not features, and you measure your work by their results
• You can read a conversation and tell us what's wrong. This is the rarest skill on this list. If you've built support workflows, sales playbooks, or conversation flows before — even in a previous life — that's the muscle we want
• You're comfortable with a CRM and an integration. Bonus if you've worked inside HighLevel, HubSpot, or Salesforce. Double bonus if you've helped stand up Twilio or Calendly integrations
• You write well. Customer emails. Internal updates. QBR decks. We're a small team — your writing is part of the product experience
• You're calm under pressure. Our customers' livelihoods run on this. When something goes sideways, the customer needs to feel like the adult in the room is on their side. That's you
• You've worked in mortgage, insurance, auto, home services, fintech, or another high-intent lead category before
• You've helped ship onboarding playbooks at an early-stage startup (10–50 people)
• You have an opinion on why most AI projects never make it to production — and what to do about it