Customer Success Manager

Leadbeam, Inc.; New York (NY); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Meaningful equity

Direct access to founders

Choice of hardware

Job summary

Leadbeam, Inc. is seeking a Customer Success Manager to lead the post-sale journey and ensure customer growth. This role involves onboarding, driving adoption, and fostering account expansions, making it ideal for an entrepreneurial and competitive candidate.

You will collaborate with founders to shape Customer Success from the ground up, with a focus on CRM integrations, customer feedback, and scalable resources.

This position offers a competitive salary, equity, and direct engagement with major clients.

Qualifications

• 3 to 7 years in Customer Success or RevOps for B2B SaaS.
• Experience with CRM systems like Salesforce or HubSpot.
• Ability to create scalable assets like playbooks and templates.

Responsibilities

• Lead onboarding and ensure timeline readiness.
• Drive product adoption and maintain operational rhythm.
• Capture customer feedback and convert it into product enhancements.

Skills

Customer Success

CRM knowledge

Communication

Data-driven mindset

Entrepreneurial spirit

Job description

In this role, you will lead onboarding, drive adoption, and own the post-sale journey to ensure customer success and growth.

Outside sales is overdue for reinvention. Leadbeam’s AI Field Sales Platform helps reps plan smarter days, capture data on the go, and close more deals. We are backed by top VCs and already work with major names in POS and restaurant tech.

We are early in a massive shift. Teams are moving from scattered tools to one platform built for the field. Join at the ground floor of a venture-backed company with real customers, measurable ROI, and a clear plan to reshape how sales happens in the real world.

The Role

We are hiring our first Customer Success Manager to own the post-sale journey end to end. You will be the face of Leadbeam for our customers. You will onboard fast, drive adoption, and grow accounts. This role is perfect for someone who is entrepreneurial, competitive, and wants to build a category-defining success motion from zero.

You will work directly with the founders. You will build playbooks, not just follow them. You will see your work turn into usage, NRR, and expansion in real time.

What You Will Do

• Lead onboarding from kickoff to first value. Own timelines, readiness, and go-live.
• Stand up CRM integrations. Map fields and ensure Salesforce and HubSpot run clean.
• Drive adoption with a weekly operating rhythm. Usage reviews, action plans, and measured follow-through.
• Turn feedback into product wins. Capture patterns, write clear tickets, and close the loop.
• Run QBRs with executives. Tell a crisp story with data, outcomes, and next steps.
• Own renewals and expansion. Identify champions, build business cases, and remove blockers.
• Create scalable assets. Playbooks, templates, enablement guides, and a living knowledge base.
• Partner with Sales on handoffs and with Marketing on case studies and references.

Who You Are

• 3 to 7 years in Customer Success, Solutions, or RevOps for B2B SaaS.
• Understand the value of CRMs
• Hard worker with a builder mindset. You move quickly and keep your promises.
• Competitive and numbers driven. You treat adoption and NRR like a quota.
• Clear communicator. You can speak to execs, train end users, and write tight updates.
• Comfortable in ambiguity. You make structure where none exists.
• Bonus: experience with field sales teams, routing, or territory planning.
• Bonus: you have shipped CS playbooks or worked in GTM tech

Why This Role Matters

Our customers measure results in meetings, revenue, and time saved. You will be the person who turns promise into proof. Your work will define how we scale Customer Success, what we measure, and how we win renewals. You will shape our roadmap and our reputation.

How We Measure Success

• Time to first value and time to go-live
• Product adoption by role and account
• Renewal rate and net revenue retention
• Expansion pipeline and closed expansion
• Executive engagement and referenceability
• Data quality and stability of CRM integrations

What You Will Get

• Competitive salary and meaningful equity
• Direct access to founders and decision speed
• Hardware of your choice and swag
• A front-row seat with F500s and well known enterprises
• Clear path to Leadership in CS leadership roles
• The chance to shape how outside-sales software works for the next decade