Customer Success Manager

Vari; Coppell (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

401(k) / Profit sharing

Parental leave programs

Paid time off

Team events

Mentoring

Wellness discounts

Job summary

Vari is seeking a Customer Success Manager to coordinate project orders from design brief to install and closeout. You’ll partner with Sales Executives, Workspace Design, and Project Operations to ensure accurate quotes, orders, and invoicing while maintaining stock and timelines.

Ideal candidates are meticulous, systems-savvy, and proactive communicators who can own end-to-end processes, manage ERP/Salesforce tasks, and keep cross-functional teams aligned to deliver exceptional project

Qualifications

• Experience coordinating projects and orders in a fast-paced, project-based industry.
• Strong communication and ownership mindset.
• Proficient with Salesforce and SAP; ERP experience preferred.
• Ability to read space plans and understand contract vehicles a plus.

Responsibilities

• Serve as the aligned Sales Executive’s internal point of contact for all project-related needs, owning end-to-end coordination of Vari’s project process with Workspace Design and Project Installation Managers.
• Support intake and prioritization of design requests to Workspace Design, own quoting for all project-related orders, and audit inventory on every project.
• Ensure payment, credit, and contractual terms are in place; distribute customer agreement documents and secure e-signature; confirm final inventory, generate orders in Salesforce, and commit stock in SAP; manage backorders and invoices.
• Request install service and hand off complete project details to Project Services; keep Sales Executive and customer informed and resolve issues promptly; review installation recaps and manage RMAs.
• Keep Salesforce Project records current, prioritize tasks and emails, and follow SOPs while building deep Salesforce and SAP knowledge.

Skills

Project coordination

Sales operations

Attention to detail

Strong communication

Ownership mindset

Tools

Salesforce

SAP

MS Office

Job description

Vari, originally known as VariDesk®, started the standing desk revolution. Now in its 13th year, Vari’s mission is to create workspaces that elevate people. With millions of fans and a complete line of over 400 office furniture products in the market today, Vari is continuing to simplify and disrupt the office furniture industry by pioneering a direct B2C and B2B business model, reimagining how workspaces are defined, designed, and delivered.

About the Role

As our Customer Success Manager (CSM) you will serve as the Sales Executive’s internal point of contact for all project-related needs and own end-to-end communication and coordination of internal processes. The CSM partners closely with Workspace Design and Project Operations (Project Installation Managers), the two teams that, together with Project Delivery, make up Vari’s Project Services department. The CSM also works with key stakeholders in Accounting, Product/Inventory, Transportation, and Customer Experience (CX) to ensure every quote, order, agreement, and financial and inventory detail is right. When the CSM does this well, Sales Executives stay focused on their customers and every project is delivered with highly efficient, exceptional execution. The ideal candidate is meticulous, resourceful, systems-savvy, a proactive communicator, and a natural owner.

Responsibilities

You’ll own the operational side of every project across its full lifecycle:

Design Brief -- Quote -- Revision -- Agreement -- Order -- Install -- Closeout

• Sales partnership: Serve as the aligned Sales Executive’s internal point of contact for all project-related needs, owning end-to-end coordination of Vari’s project process with Workspace Design and Project Installation Managers.
• Design & quoting: Support intake and prioritization of design requests to Workspace Design, own quoting for all project-related orders, and audit inventory on every project, flagging low stock and lead-time risks to Sales Executives early.
• Agreement & order execution: Ensure payment, credit, and contractual terms are in place; distribute customer agreement documents and secure e-signature; confirm final inventory, generate orders in Salesforce, and commit stock in SAP; and manage backorders, payment receipt, and standalone invoices (e.g., service fees).
• Installation & closeout: Request install service and hand off complete project details to Project Services; partner with the Project Installation Manager to keep the Sales Executive and customer informed and resolve issues promptly; then review installation recaps, complete action items, and manage RMAs (including restocking fees), credit memos, and replacement orders.
• Systems & process: Keep Salesforce Project records current, prioritize incoming tasks and email requests, and follow all SOPs while building deep Salesforce and SAP knowledge, from troubleshooting errors to knowing the right contacts in Accounting, Operations, CX, and Sales.

Required Qualifications & Skills

• Experience in project coordination, order management, sales operations, or operational support, ideally in commercial furniture, construction, or another project-based industry
• Exceptional attention to detail and a process-driven approach, with the ability to manage a high volume of concurrent projects in a fast-paced, changing environment
• Strong communicator with an ownership mindset and a sense of urgency, able to align Sales, Design, Operations, Accounting, and Inventory around customer requirements and deadlines
• Experience with Salesforce and Microsoft Word, Excel, and Outlook; SAP or other ERP experience strongly preferred
• Working knowledge of quoting, order entry, returns/RMAs, and invoicing; ability to read space plans and familiarity with contract vehicles (e.g., GSA, OMNIA) a plus

Why Vari

• Short-term and long-term incentive plan
• 401(k) and profit-sharing plan
• Enhanced paternity, maternity, and adoption programs
• Personal and volunteer time off
• Team building events on and off-site
• Mentoring and career development
• Wellness program and insurance premium discounts