Customer Success Manager at CaptivateIQ

Austin, Texas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Technology, Sales Performance ManagementIndustries

Requirements

2-4 years of experience in Customer Success, Account Management, or a similar role within a SaaS environment
Proven track record of exceeding growth targets, driving customer retention, and delivering high-impact customer service
Strong interpersonal and communication skills, with the ability to manage contract negotiations and objection handling all the way up to the CEO
Strategic thinker with the ability to identify opportunities, solve problems, and drive results
Excellent organizational and time management skills, with the ability to manage multiple priorities and meet deadlines
Experience working cross-functionally with Product, Support, Marketing, Billing, and other internal stakeholders

Responsibilities

Serve as the primary point of contact for assigned client accounts, providing dedicated support to address their needs and ensure their success
Act as an advocate for clients within the organization, representing their interests and ensuring their needs are addressed promptly and effectively
Collaborate closely with internal teams, including Sales, Professional Services, and Support, to align efforts and deliver seamless, effective solutions that meet client needs
Present accurate weekly forecasts to leadership, highlighting customer trends and potential impacts on business objectives
Lead commercial conversations, including renewals and upsells; partner with Sales, Legal, and internal stakeholders as needed to close deals
Develop account strategies that tie the product to each customer’s strategic goals; proactively identify and close revenue expansion opportunities
Monitor and track account health, performance metrics, and customer satisfaction levels, taking proactive measures to address any issues or concerns to ensure client success
Stay informed about industry trends, market developments, the competitive landscape, and company strategy to provide clients with relevant insights and maintain a competitive edge

Skills

Key technologies and capabilities for this role

Customer SuccessAccount ManagementClient AdvocacyRenewal ManagementUpsellRevenue ForecastingC-suite CommunicationCross-functional Collaboration

Questions & Answers

Common questions about this position

What is the salary for the Customer Success Manager position?

This information is not specified in the job description.

Is this Customer Success Manager role remote or office-based?

This information is not specified in the job description.

What experience and skills are required for this Customer Success Manager role?

Candidates need 2-4 years of experience in Customer Success, Account Management, or a similar role within a SaaS environment, a proven track record of exceeding growth targets and driving customer retention, and strong interpersonal and communication skills.

What is the company culture like at CaptivateIQ?

CaptivateIQ features a high-trust, collaborative team that values transparency, ownership, and strong cross-functional partnerships, and has been recognized by Glassdoor and Comparably as a best place to work.

What makes a strong candidate for the Customer Success Manager role?

The ideal candidate has a proven track record of driving revenue growth, delivering exceptional customer service, owning renewal and upsell motions, a solution-oriented mindset, effective communication across all levels including C-suite, and thrives in ambiguity with autonomy in fast-paced environments.

CaptivateIQ

Sales commission automation and tracking platform

About CaptivateIQ

CaptivateIQ provides a sales commission solution that automates and simplifies the commission calculation process for sales teams. The platform integrates various data sources, allowing for real-time commission calculations and reducing the need for manual data entry. Its interface is designed to be user-friendly, resembling tools like Excel or Google Sheets, which makes it accessible to users without coding skills. What sets CaptivateIQ apart from its competitors is its ability to offer customizable reports and commission plans, ensuring that all team members are aligned and motivated. The goal of CaptivateIQ is to help sales-driven organizations optimize their incentive structures and enhance operational efficiency.

San Francisco, CaliforniaHeadquarters

2017Year Founded

$154.7MTotal Funding

SERIES_CCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Paid Vacation

401(k) Company Match

Flexible Work Hours

Home Office Stipend

Professional Development Budget

Risks

Emerging fintech startups pose a competitive threat to CaptivateIQ's market share.

Continuous innovation in AI and machine learning may strain CaptivateIQ's resources.

Integration challenges with new features like SmartGrid could disrupt existing client systems.

Differentiation

CaptivateIQ offers a no-code platform for commission management, accessible to non-technical users.

The company provides real-time commission calculations, enhancing speed and accuracy for enterprises.

CaptivateIQ's customizable reports and plans align with personalized employee incentive structures.

Upsides

The rise of no-code platforms supports CaptivateIQ's user-friendly commission management approach.

CaptivateIQ's cloud-based platform benefits from the trend towards remote work solutions.

The subscription-based model offers predictable revenue streams, aligning with industry trends.

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Customer Success Manager at CaptivateIQ

Requirements

Responsibilities

Skills

Questions & Answers

CaptivateIQ

About CaptivateIQ

Benefits

Health Insurance

Paid Vacation

401(k) Company Match

Flexible Work Hours

Home Office Stipend

Professional Development Budget

Risks

Emerging fintech startups pose a competitive threat to CaptivateIQ's market share.

Continuous innovation in AI and machine learning may strain CaptivateIQ's resources.

Integration challenges with new features like SmartGrid could disrupt existing client systems.

Differentiation

CaptivateIQ offers a no-code platform for commission management, accessible to non-technical users.

The company provides real-time commission calculations, enhancing speed and accuracy for enterprises.

CaptivateIQ's customizable reports and plans align with personalized employee incentive structures.

Upsides

The rise of no-code platforms supports CaptivateIQ's user-friendly commission management approach.

CaptivateIQ's cloud-based platform benefits from the trend towards remote work solutions.

The subscription-based model offers predictable revenue streams, aligning with industry trends.

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