Customer Success Executive

WeBox; San Jose (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401K match

PTO

Great benefits

Job summary

WeBox is seeking a customer-focused and results-driven Customer Success Executive to manage a portfolio of corporate meal program accounts in the San Jose area. You will drive retention, strengthen client relationships, and identify growth opportunities while partnering with Sales and Operations to ensure successful program execution.

The ideal candidate has 2+ years in related roles, excellent communication skills, and thrives in a fast-growing environment.

Qualifications

• Bachelor’s degree in Business, Marketing, Economics, or a related field.
• 2+ years in Customer Success, Client Success, Account Management, or related roles.
• Strong analytical skills with Excel or Google Sheets.
• Ability to manage multiple priorities under pressure and deadlines.
• Proactive, hands-on, and able to take initiative.
• Excellent written and verbal communication with a customer-first mindset.
• Experience in a startup or high-growth environment preferred.

Responsibilities

• Assist with client onboarding, coordinating setup and ensuring a smooth initial experience.
• Manage and grow a portfolio of customer accounts as primary point of contact.
• Monitor activity and operational performance; escalate and resolve issues with internal teams.
• Analyze customer behavior and data to identify trends, risks, and improvements.
• Conduct regular touchpoints, virtual meetings, onsite visits, and QBRs.
• Plan and host client networking events and engagement programs to strengthen relationships.

Skills

ownership

detail-oriented

organized

clear thinking

communication

fast-paced

curious

Education

Bachelor’s degree in Business/Marketing/Economics or related field

Job description

About Our Company

WeBox is the leading intelligent marketplace delivering personalized group orders.

WeBox is driven by three core principles: customers first, value the strivers, and build with partners.

Our Mission

Deliver Happiness

Our Vision

By 2032, we will achieve $1 billion in revenue by leveraging technology to become a leading provider of intelligent and sustainable solutions for group orders.

Job Summary

WeBox is seeking a customer-focused and results-driven Customer Success Executive to manage and grow a portfolio of corporate meal program accounts.

In this role, you will be responsible for driving customer retention, strengthening client relationships, identifying growth opportunities, and delivering an exceptional customer experience. You will serve as a trusted advisor to customers, partnering closely with Sales and Operations teams to ensure successful program execution and long-term account success.

The ideal candidate has at least 2 years of Customer Success, Account Management, or Client Success experience and thrives in a fast-paced, high growth environment.

Core Responsibilities

• Assist with client onboarding, including coordination, setup support, and ensuring a smooth initial experience
• Manage and grow a portfolio of customer accounts, serving as the primary point of contact and trusted advisor
• Monitor customer activity and operational performance; proactively identify issues and work with internal teams to resolve them
• Analyze customer behavior and operational data to identify trends, risks, and improvement opportunities
• Conduct regular client touchpoints, including virtual meetings, onsite visits, and Quarterly Business Reviews (QBRs)
• Plan and host client networking events, appreciation initiatives, and engagement programs to strengthen relationships and build community

Key Skills

• Strong sense of ownership and accountability
• Detail-oriented with the ability to manage multiple tasks simultaneously
• Organized and dependable; follows through on commitments
• Clear and structured thinking; able to identify problems and propose solutions
• Strong communication skills with a professional and positive attitude
• Comfortable working in a fast-paced, evolving environment
• Curious and willing to learn; proactively seeks to improve processes and open to feedback and growth

Requirements and Qualifications

• Bachelor’s degree in Business, Marketing, Economics, or a related field
• 2+ years of experience in Customer Success, Client Success, Account Management, Customer Experience, or a related customer-facing role
• Strong analytical skills with ability to work with data in Excel or Google Sheets
• Ability to manage multiple priorities and stay organized under pressure and timely deadlines
• Proactive, hands-on, and willing to take initiative
• Strong problem-solving skills and a proactive approach to identifying and resolving customer issues
• Ability to work cross-functionally with Customer Success, Sales, Operations, and other internal teams
• Excellent written and verbal communication skills with a customer-first mindset
• Experience in a startup or high-growth environment preferred

Equal Opportunity Employer

WeBox is an equal-opportunity employer committed to hiring based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Note

This position offers a competitive salary, along with great benefits, PTO, and a 401K match.

This job description offers a general overview and may not encompass all responsibilities, tasks, or skills required. Additional duties may be assigned to meet the company's evolving needs.

Base salary range: $70,000 - $120,000 annually, based on experience, demonstrated customer success expertise, and overall qualifications