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Customer Success Manager

Company
8am (Formerly AffiniPay)
Location
Remote
Work type
Full Time
Posted
2026-08-07

Job description

What you'll do:

Guide customers through key stages of the customer lifecycle, including onboarding, adoption, value realization, expansion, and retention.
Lead and support the development, execution, and monitoring of customer success plans across digital and hybrid engagement models.
Proactively identify risks and opportunities through customer data, usage trends, and engagement signals.
Drive customer engagement and adoption of core workflows, features, and solutions to maximize realized value.
Support retention and growth initiatives by reinforcing best practices, expansion pathways, and renewal readiness.
Collaborate with cross-functional teams to share customer insights and influence roadmap and programs.
Serve as a customer advocate and voice of the customer within the organization.
Provide consultative guidance to customers on optimizing their use of 8am solutions.
Support scaled outreach and lifecycle programs, including campaigns, webinars, enablement sessions, and in-app journeys.
Monitor customer health indicators, engagement levels, and success milestones.
Contribute to continuous improvement of Customer Success playbooks, processes, and digital programs.
Maintain timely and accurate documentation in customer success platforms and CRM systems.
Serve as a brand ambassador in all customer interactions.
About you:

3+ years of experience in Customer Success, Account Management, SaaS Support, or a related customer-facing role.
Experience working in digital-first or hybrid customer engagement models preferred.
Strong ability to analyze customer data and translate insights into action.
Proven ability to build trust and credibility with customers in remote and scaled environments.
Excellent written and verbal communication skills.
Strong organizational, prioritization, and time management skills.
Comfortable learning and navigating new technologies and systems.
Ability to work effectively in a fast-paced, evolving environment.
SaaS experience required; payments, fintech, or legal industry experience preferred.
Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation.

Skills Required
3+ years of experience in Customer Success, Account Management, SaaS Support, or a related customer-facing role.
SaaS experience
Experience working in digital-first or hybrid customer engagement models
Strong ability to analyze customer data and translate insights into action
Proven ability to build trust and credibility with customers in remote and scaled environments
Excellent written and verbal communication skills
Strong organizational, prioritization, and time management skills
Comfortable learning and navigating new technologies and systems
Ability to work effectively in a fast-paced, evolving environment
Payments, fintech, or legal industry experience
Demonstrated experience leveraging AI tools and technologies to improve workflows or decision-making

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