Customer Success Manager

Cleo; Illinois; On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Healthcare

Dental

Vision

Flexible PTO

401k match

FSA/HSA options

Employee Assistance Program

Parental Leave

Job summary

Cleo is seeking a Customer Success Manager to manage a portfolio of 30+ accounts from implementation through renewal and expansion, driving value and retention.

You will lead executive QBRs, build trusted customer relationships, and collaborate with Sales, CS Solutions, Support, and Product to advance opportunities and optimize Cleo’s platform usage.

Qualifications

• 5+ years in Enterprise Software or SaaS CS or related field.
• Proven ability to manage GRR/NRR or expansion targets.
• Experience with CS platforms (Planhat) and CRM tools (Salesforce).
• Ability to position software solutions and develop expansion opportunities.
• Excellent communication for business and technical audiences.
• Willingness to travel 5–10%.

Responsibilities

• Manage a portfolio of 30+ accounts across the full customer lifecycle.
• Lead executive-level Quarterly Business Reviews (QBRs).
• Build broad and deep customer relationships for retention.
• Understand customer goals and translate into success plans.
• Record interactions in Salesforce and Planhat with follow-ups.
• Own GRR and NRR; mitigate risk to protect ARR.
• Monitor health indicators and engagement cadence in Planhat.
• Escalate issues and drive resolution with urgency.
• Maintain up-to-date records of health, risks, and renewal status.
• Identify upsell/cross-sell opportunities within accounts.
• Position Cleo’s solutions against customer goals and outcomes.
• Develop expansion recommendations with sales collaboration.
• Drive adoption and value realization of the Cleo platform.
• Collaborate with CS Solutions on utilization gaps and migrations.
• Leverage AI-powered tools for analysis and outreach.
• Partner with Sales, Pre-Sales, Professional Services, Support, Product.
• Develop vertical fluency in Logistics, F&B, CPG, Manufacturing, Healthcare, Finance, Tech.
• Invest in personal and team growth; support CS initiatives.
• Stay aligned with Cleo’s AI roadmap and capabilities.

Skills

Enterprise Software

SaaS experience

Customer Success

Account Management

Cross-functional collaboration

Tools

Planhat

Salesforce

Job description

• Manage a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through renewal and expansion
• Conduct regular meetings with key customer stakeholders and deliver executive-level Quarterly Business Reviews (QBRs) that connect Cleo’s platform capabilities to the customer’s business outcomes
• Build broad and deep customer relationships that promote strong loyalty, referenceability, and long‑term retention
• Understand each customer’s organizational structure, business goals, and integration environment, and translate that understanding into actionable success plans
• Uphold Cleo’s CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow‑ups scheduled
• Own GRR and NRR outcomes for your book of business, proactively identifying risk signals and executing mitigation strategies to protect and grow ARR
• Monitor and act on customer health indicators, including utilization scores, CSM scores, support activity, and engagement cadence in Planhat
• Escalate issues appropriately to Services, Support, and Product, and drive resolution on behalf of the customer with urgency and accountability
• Maintain accurate, up‑to‑date records of customer health, risks, action plans, and renewal status
• Proactively identify and develop upsell and cross‑sell opportunities within your book of business, contributing to the CS org’s expansion pipeline targets
• Position Cleo’s solution portfolio — including Charge Back Prevention, Direct Procurement Orchestration, TM&M, etc. — by linking customer goals to compelling business outcomes
• Develop well‑reasoned expansion recommendations with strong close rates, collaborating with Sales as needed to advance opportunities
• Drive adoption through value realization, ensuring customers are actively utilizing the Cleo platform in ways that support their business objectives
• Collaborate with Cleo’s CS Solutions team to address utilization gaps, optimize platform usage, and support customers through product migrations or transitions (e.g., legacy‑to‑cloud CIC migrations)
• Leverage AI‑powered tools and workflows to enhance customer analysis, communication efficiency, and proactive outreach across your portfolio
• Partner closely with Sales, Pre‑Sales, Professional Services, Support, and Product to deliver a seamless customer experience and represent the voice of the customer internally
• Develop vertical fluency in your assigned industry segment(s) — such as Logistics, Food & Beverage, CPG, Industrial Manufacturing, Healthcare, Finance, or Technology — to deepen customer relationships and add industry‑relevant value
• Invest in developing both self and others, and contribute to CS organizational initiatives as required
• Leverage AI tools and agents in your day‑to‑day work to accelerate research, account preparation, communication drafting, and data analysis
• Serve as a knowledgeable resource for customers adopting AI‑powered features within the Cleo platform — translate capability into business value for both technical and executive audiences
• Stay current on Cleo's AI product roadmap so you can proactively connect upcoming capabilities to customer needs before they have to ask

What You Will Be Doing

• Manage a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through renewal and expansion
• Conduct regular meetings with key customer stakeholders and deliver executive-level Quarterly Business Reviews (QBRs) that connect Cleo’s platform capabilities to the customer’s business outcomes
• Build broad and deep customer relationships that promote strong loyalty, referenceability, and long‑term retention
• Understand each customer’s organizational structure, business goals, and integration environment, and translate that understanding into actionable success plans
• Uphold Cleo’s CS strategy and processes, ensuring 100% of interactions are accurately recorded in Salesforce and Planhat with appropriate follow‑ups scheduled
• Own GRR and NRR outcomes for your book of business, proactively identifying risk signals and executing mitigation strategies to protect and grow ARR
• Monitor and act on customer health indicators, including utilization scores, CSM scores, support activity, and engagement cadence in Planhat
• Escalate issues appropriately to Services, Support, and Product, and drive resolution on behalf of the customer with urgency and accountability
• Maintain accurate, up‑to‑date records of customer health, risks, action plans, and renewal status
• Proactively identify and develop upsell and cross‑sell opportunities within your book of business, contributing to the CS org’s expansion pipeline targets
• Position Cleo’s solution portfolio — including Charge Back Prevention, Direct Procurement Orchestration, TM&M, etc. — by linking customer goals to compelling business outcomes
• Develop well‑reasoned expansion recommendations with strong close rates, collaborating with Sales as needed to advance opportunities
• Drive adoption through value realization, ensuring customers are actively utilizing the Cleo platform in ways that support their business objectives
• Collaborate with Cleo’s CS Solutions team to address utilization gaps, optimize platform usage, and support customers through product migrations or transitions (e.g., legacy‑to‑cloud CIC migrations)
• Leverage AI‑powered tools and workflows to enhance customer analysis, communication efficiency, and proactive outreach across your portfolio
• Partner closely with Sales, Pre‑Sales, Professional Services, Support, and Product to deliver a seamless customer experience and represent the voice of the customer internally
• Develop vertical fluency in your assigned industry segment(s) — such as Logistics, Food & Beverage, CPG, Industrial Manufacturing, Healthcare, Finance, or Technology — to deepen customer relationships and add industry‑relevant value
• Invest in developing both self and others, and contribute to CS organizational initiatives as required
• Leverage AI tools and agents in your day‑to‑day work to accelerate research, account preparation, communication drafting, and data analysis
• Serve as a knowledgeable resource for customers adopting AI‑powered features within the Cleo platform — translate capability into business value for both technical and executive audiences
• Stay current on Cleo's AI product roadmap so you can proactively connect upcoming capabilities to customer needs before they have to ask

Your Qualifications

• 5+ years working at an Enterprise Software and/or SaaS company in Customer Success, Sales/Account Management, Professional Services, or a related field
• Demonstrable success managing GRR, NRR, or expansion pipeline targets in a quota-bearing or metric-accountable CS role
• Experience with CS platforms (Planhat preferred) and CRM tools (Salesforce); comfort maintaining rigorous data hygiene across both
• Proven ability to position software solutions and develop expansion opportunities, not just manage relationships
• Demonstrated success collaborating with and influencing cross‑functional stakeholders and executives
• Industry fluency in one or more of Cleo’s core verticals — Logistics, Food & Beverage, CPG, Industrial Manufacturing, Healthcare, Finance, or Technology — is a strong plus
• Familiarity with AI‑powered workflows and a willingness to adopt emerging tools to improve productivity and customer outcomes
• Proven ability to work in a fluid, evolving environment with a continuous‑improvement mindset
• Excellent communication and presentation skills directed at both business‑oriented and technical audiences
• Ability to travel 5–10% on an annual basis for internal and external expectations

A Few Things We Have To Offer

• Compensation: $75,000 - $100,000 + Bonus potential
• Great Healthcare + Dental + Vision
• Flexible PTO
• Culture of support, encouraging Life‑Work balance
• 401k match
• FSA and HSA options
• Employee Assistance Program
• Paid Parental Leave
• Representing a company with 4,000+ clients and a 99% retention rate
• Accelerated title and salary growth potential
• A fun and energetic work environment that makes you excited to go to work every day

We use artificial intelligence (AI) tools to assist in certain stages of our recruitment process, such as resume screening and candidate matching. These tools are designed to support fair and consistent evaluations. If you have questions about this process or would like to request an alternative assessment method, please contact us at [e-mail].

Cleo Communications US, LLC is an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.