Customer Success Manager, Togetherwork

$65-75k

Excel
Salesforce
monday.com
Junior, Mid and Senior level
Remote in US

More information about location

Togetherwork

Mission-critical software & payments solutions

Job no longer available

Togetherwork

Mission-critical software & payments solutions

201-500 employees

FintechB2BEnterprisePaymentsSaaS

Job no longer available

$65-75k

Excel
Salesforce
monday.com
Junior, Mid and Senior level
Remote in US

More information about location

201-500 employees

FintechB2BEnterprisePaymentsSaaS

Company mission

To ignite the spirit of unity, empower collective growth, and propel communities toward extraordinary achievements.

Role

Who you are

  • Bachelor’s degree with at least 1 year of experience in customer success, account management, or client leadership, or 5 years of relevant experience in lieu of a degree
  • Proven experience in selling professional services, negotiating renewals, and conducting business reviews
  • Proficiency in Salesforce, with intermediate-level expertise
  • Strong Excel skills, including the ability to create and apply formulas
  • Demonstrated success in converting customers into long-term, thriving accounts
  • A self-starter with the ability to take initiative and work independently
  • Exceptional multitasking, time management, and attention to detail
  • Strong analytical, written, and verbal communication skills
  • Outstanding customer service and relationship-building abilities
  • Ability to anticipate customer needs by understanding market trends and business dynamics
  • Experience in a SaaS environment is preferred
  • Familiarity with Monday.com is a plus, but not required

What the job involves

  • As Customer Success Manager within Togetherwork’s Associations Product Group, you will be a key member of our client-facing team, responsible for nurturing and growing relationships within a portfolio of small business, mid-market, and enterprise-level accounts
  • Your primary focus will be driving account retention, securing renewals, and fostering long-term partnerships
  • In this role, you'll leverage your deep understanding of our products and service offerings, as well as the unique needs of our customers, to deliver tailored solutions that strengthen customer engagement
  • Ou’ll collaborate with internal teams to support business growth while ensuring a positive customer experience across your assigned accounts
  • Cultivate lasting relationships to drive customer loyalty and improve retention
  • Consult on product best practices to encourage feature adoption
  • Understand customer business objectives and align our products to meet their needs
  • Create proactive PowerPoint presentations for various scenarios, including:
  • Quarterly Business Reviews
  • Strategic Recommendations
  • Financial/Retainer Usage Opportunities
  • Results Reporting
  • Best Practices & Product Adoption Strategies
  • Identify opportunities for license expansion, upselling, and additional services
  • Analyze customer needs and present insights in a clear, concise format
  • Provide feedback to Product Management and Support teams and coordinate customer communications
  • Secure annual or multi-year renewals through effective business routines and contract negotiations
  • Ensure customer alignment with financial commitments throughout the renewal process
  • Collaborate with the development team to offer product improvement recommendations based on customer feedback
  • Maintain accurate records of customer interactions and financial details using tools like Salesforce, shared documents, and email

Our take

Togetherwork specializes in providing software and payment solutions tailored for member-based organizations. The company offers a suite of tools designed to enhance group management, member engagement, and financial operations.

The company has built a strong reputation for supporting organizations in their growth and operational needs. With solutions that are crafted to simplify membership management, improve communication and optimise payment processes, organizations can deliver high-quality services to their members and constituents.

Recently, the company secured substantial funding, highlighting backers' faith in the company. This funding will support the company's plans to enhance its capabilities and expand its reach, continuing its mission to strengthen member-based organizations and contribute to their growth and success.

Steph headshot

Steph

Company Specialist

Insights

Few candidates hear
back within 2 weeks

Company

Company benefits

  • Medical, dental, and vision insurance options
  • 100% Employer paid short/long term disability
  • Basic Life
  • 401(k) option with 100% company match
  • Flexible paid personal/vacation time built on mutual trust and accountability
  • 10 sick days annually
  • 10 company paid holidays
  • 6 weeks paid parental leave
  • Pet Insurance
  • Medical Travel Benefits
  • Infertility Benefits
  • Teladoc
  • Employee Assistance Program
  • Wellness Benefits & Engagement Platform

Company values

  • Purpose
  • Belonging
  • Growth

Company HQ

Civic Center, New York, NY

Leadership

They have spent most of the past 20 years as a Software and Payments Entrepreneur and Executive, nurturing and growing successful fintech companies.

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