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Customer Success Manager

5/28/2025

Remote

Job Summary

A company is looking for a Customer Success Manager - Issuing.

Key Responsibilities
  • Manage a portfolio of accounts that issue RFPs and similar request projects, ensuring customer retention and satisfaction
  • Maintain documentation of account details and monitor customer health and usage metrics
  • Serve as a subject matter expert on the Request Projects product and advise customers on platform capabilities and best practices
Required Qualifications
  • 3-5 years of experience in customer success management or related customer-facing roles in B2B SaaS
  • Proven success in managing customer relationships and achieving renewal and growth targets
  • Experience with CRM platforms, preferably Salesforce
  • Familiarity with RFXs or proposal management teams is a plus
  • Strong organizational skills and ability to multitask effectively

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