Customer Success Account Manager

GrowthWise Search Partners; Placerville (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical insurance options

Employer contribution toward premium

Paid time off

Paid holidays

Monday-Friday schedule

Job summary

GrowthWise Search Partners in California seeks a Customer Success & Account Manager to expand trusted advisor relationships, coordinate service projects, and help drive company growth. The role combines account management, inside sales, and coordination, demanding strong communication and organization.

You will work daily in Diamond Springs to support ongoing client success. If you excel at building long-term client partnerships and delivering exceptional service, this position offers growth

Qualifications

• Experience in customer success, account management, or related roles.
• Comfort speaking with customers by phone and building relationships.
• Strong organizational skills managing multiple requests and priorities.
• Proficient with Outlook, Word, Excel and CRM/ERP systems.
• Experience preparing quotes, proposals, and work orders.
• Excellent written communication and precise record-keeping.
• Willingness to work onsite Monday–Friday in Diamond Springs.

Responsibilities

• Manage an established portfolio of commercial customer accounts and build long term relationships.
• Serve as the primary point of contact for customer questions, service requests, and ongoing account support.
• Coordinate service schedules and project timelines with field technicians and operations.
• Track active projects to ensure work is completed accurately, on time, and exceeds customer expectations.
• Communicate proactively with customers regarding project status, scheduling, and service updates.
• Prepare customer quotes and proposals and follow up on outstanding opportunities.
• Identify opportunities to recommend additional products and services that provide value to existing customers.
• Maintain accurate CRM records, customer communications, and project documentation.
• Partner closely with operations and field technicians to deliver an exceptional customer experience.
• Resolve customer concerns professionally and ensure projects continue moving forward.

Skills

Customer service experience

Communication skills

Organization

CRM/ERP experience

Quotes & proposals

Written communication

Attention to detail

On-site work in Diamond Springs

Tools

CRM software

ERP software

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Expand your influence beyond customer service into a role where you become a trusted advisor, strengthen long term customer relationships, and directly contribute to company growth. As Customer Success & Account Manager, you will have the opportunity to build lasting partnerships, coordinate successful service projects, and identify opportunities that help both your customers and your career continue to grow.

If you enjoy building relationships, making an impact, and taking ownership of customer success from start to finish, this is your opportunity to elevate your career in a role where your communication, organization, and business acumen are valued every day.

Customer Success & Account Manager – Your Job Duties

As Customer Success & Account Manager, your time will be focused on approximately 40% customer account management and relationship building, 30% inside sales and account growth, and 30% service coordination and project management.

You will:

• Manage an established portfolio of commercial customer accounts and build long term relationships
• Serve as the primary point of contact for customer questions, service requests, and ongoing account support
• Coordinate service schedules and project timelines with field technicians and operations
• Track active projects to ensure work is completed accurately, on time, and exceeds customer expectations
• Communicate proactively with customers regarding project status, scheduling, and service updates
• Prepare customer quotes and proposals and follow up on outstanding opportunities.
• Identify opportunities to recommend additional products and services that provide value to existing customers
• Maintain accurate CRM records, customer communications, and project documentation.
• Partner closely with operations and field technicians to deliver an exceptional customer experience
• Resolve customer concerns professionally and ensure projects continue moving forward

Customer Success & Account Manager – You Have (Required Skills, Experience & Team Fit)

You have:

• Prior experience working in customer service, customer success, account management, inside sales, service coordination, project coordination, or an office support role
• Confidence speaking with customers over the phone and building positive, professional relationships
• Strong organizational skills with the ability to manage multiple customer requests, schedules, and priorities at the same time
• Experience working on a computer throughout the day, including Microsoft Outlook, Word, Excel, and CRM or ERP software
• Experience preparing customer quotes, proposals, work orders, or similar customer documentation
• Strong written communication skills for customer emails and internal communication.
• High attention to detail when entering customer information, scheduling work, and maintaining accurate records
• Ability to work in office daily in Diamond Springs Monday – Friday

Customer Success & Account Manager – You Might Have:

• Experience coordinating field service technicians or service schedules
• Experience identifying opportunities to recommend additional products or services to existing customers

Customer Success & Account Manager – Benefits for You

Your compensation will be $65,000 to $80,000 annually depending on experience.

You will be provided with medical insurance options including employer contribution towards your premium, paid time off, paid holidays and more. You will work a standard Monday-Friday schedule (no planned weekend work).

This is a newly created role as a result of continued company growth and expansion.

Compensation:

$65,000-$80,000 per year