Customer Success Executive — Onboarding & Growth

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

Benefits offered by this job

PTO

401K match

Job summary

WeBox in San Jose, CA is seeking a Customer Success Executive to manage and grow a portfolio of corporate meal program accounts. You will drive retention, strengthen relationships, identify growth opportunities, and deliver an exceptional customer experience.

Ideal candidates have 2+ years in Customer Success or related roles, and thrive in a fast-paced, high-growth environment. You will collaborate with Sales and Operations to ensure successful program execution and long-term account success.

Qualifications

• Bachelor’s degree in Business, Marketing, Economics, or related field.
• 2+ years of experience in Customer Success, Client Success, Account Management, Customer Experience, or related customer-facing role.
• Strong analytical skills with ability to work with data in Excel or Google Sheets.

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.

Skills

Ownership

Attention to detail

Organization

Problem solving

Communication

Adaptability

Learning mindset

Education

Bachelor’s degree

Tools

Excel

Google Sheets

Job description

WeBox in San Jose, CA is seeking a Customer Success Executive to manage and grow a portfolio of corporate meal program accounts. You will drive retention, strengthen relationships, identify growth opportunities, and deliver an exceptional customer experience.

Ideal candidates have 2+ years in Customer Success or related roles, and thrive in a fast-paced, high-growth environment. You will collaborate with Sales and Operations to ensure successful program execution and long-term account success.