Customer Success Manager

Cassia Birch Inc.; Dallas (TX); Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

Cassia Birch Inc. in Dallas, TX is seeking a Customer Success Manager to ensure client satisfaction and retention in a full-time role.

You will onboard new clients, monitor usage, and provide proactive support to maximize value from our products.

Collaborate with sales and support, respond to emails and calls, document interactions, and track issues in our CRM and ticketing tools.

Qualifications

• Bachelor's degree in business, marketing, or related field.
• 3–5 years of experience in customer success or a similar role.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Onboard new clients and monitor their usage.
• Provide support to maximize value from products.
• Respond to emails and phone calls; document interactions.
• Use CRM and ticketing tools to track and resolve issues.
• Collaborate with sales and support teams to understand client needs.
• Analyze data and manage projects related to client success.

Skills

Communication skills

Interpersonal skills

Multitasking

Customer-centric mindset

Team collaboration

Education

Bachelor's degree in business/marketing or related

Tools

CRM system

Ticketing system

Microsoft Office

Project management software

Job description

Cassia Birch Inc. is hiring a Customer Success Manager in Dallas, TX for a full-time role. You'll be crucial in ensuring client satisfaction and retention.

Your day-to-day tasks include onboarding new clients, monitoring their usage, and providing support to maximize their value from our products.

You’ll work closely with our sales and support teams in a collaborative environment in Dallas, TX, where you’ll be responsible for managing customer inquiries, troubleshooting technical issues, and providing exceptional service to our clients. Your tasks will include responding to emails and phone calls, documenting customer interactions, and using our customer relationship management (CRM) system to track and resolve issues. You’ll need to be proficient in using our internal support ticketing system and other relevant software tools to efficiently manage customer requests. The workplace is modern and well-equipped, with open office spaces that encourage teamwork and communication. To succeed in this role, you’ll need strong communication skills, a customer-centric mindset, and the ability to work well under pressure. You’ll also need to be comfortable with multitasking and have a basic understanding of our products and services.

The position offers a attractive compensation and comprehensive benefits package based on experience, including health insurance, retirement plans, and paid time off. Employees can expect to perform a variety of tasks, such as data analysis, project management, and client communication, using industry-standard tools like Microsoft Office and project management software. The workplace is a modern, open-concept office with a collaborative environment, fostering teamwork and innovation. The position requires a bachelor's degree in a related field, relevant experience, and strong communication skills.

• health insurance
• retirement plans
• paid time off

You should have a bachelor's degree in business, marketing, or a related field, along with 3-5 years of experience in customer success or a similar role.

Monitor client usage and engagement to identify areas for improvement. Provide tailored support and training to clients to ensure they maximize the value of our products. Collaborate with the sales team to understand client needs and provide insights for product development.

Successful candidates will be required to complete a background check and provide proof of their eligibility to work in the country.

The workplace is a modern office environment with a collaborative and inclusive culture. Candidates should be prepared to work in a fast-paced environment, meet tight deadlines, and collaborate with a diverse team of professionals. The role requires a strong understanding of industry standards, as well as the ability to use relevant software and tools. Candidates should be comfortable with remote work and have a reliable internet connection. The position offers competitive compensation and benefits, as well as opportunities for professional growth and development.

You should have a bachelor's degree in a relevant field or equivalent experience. Previous experience in customer success or a similar role is preferred. Strong communication and interpersonal skills are essential, as well as the ability to work independently and as part of a team.