Customer Success Manager

Momentum.io; San Francisco (CA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Momentum.io, a fast-growing Series A company specializing in AI-driven solutions, is seeking a Customer Success Manager. This role involves managing a substantial customer portfolio and ensuring clients achieve their goals with the platform. The ideal candidate should have 5–7 years of experience in Customer Success, with strong communication and organizational skills. The position requires a relationship-driven approach to build long-term customer success, offering a competitive salary and great benefits.

Benefits

100% coverage of health insurance, 75% for dependents

3 weeks paid PTO + additional week between Christmas and New Year

Yearly offsite at a memorable location

Learning stipends

Positive team environment that emphasizes autonomy and trust

Qualifications

• 5–7 years of experience in Customer Success, preferably at technical SaaS companies.
• Proven ability to manage multiple responsibilities with strong organizational skills.
• Outstanding communication and relationship-building abilities.

Responsibilities

• Manage a portfolio of 30+ mid-market customers.
• Lead customers through efficient onboarding and implementation.
• Act as the primary point of contact for customer success.

Skills

Customer Relationship Management

Data Analytics

Communication

Organizational Skills

Relationship-Building

Technical Aptitude

Problem-Solving

Analytical Skills

Education

Bachelor's Degree

Tools

Salesforce

Product Analytics Tools

Job description

Join to apply for the Customer Success Manager role at Momentum.io

Join to apply for the Customer Success Manager role at Momentum.io

Momentum is a fast-growing Series A company specializing in driving AI transformation for revenue teams. Momentum operates like an embedded GTM task force working alongside your team. Our platform listens to every sales and customer interaction, extracts critical insights, and pushes updates directly into tools like Salesforce, Slack, and Snowflake—automating follow-ups, flagging risk, and surfacing next steps without rep intervention. Teams at Zscaler, Windsurf, Ramp, Demandbase, and 1Password rely on Momentum to unlock 3–10 hours per rep each week, improve win rates, and scale execution—without scaling headcount. We’re back by top tier investors, including FirstMark, Stage 2 Capital, Inovia and Basis Set Ventures.

The Role

We’re looking for a Customer Success Manager who is relationship-driven, strategic, and proactive. As a CSM at Momentum, you’ll own a portfolio of high-impact customers and help them achieve their goals using our platform. You’ll collaborate closely with Solutions Architects, Sales, and Product to ensure every customer finds long-term value and success with Momentum.

This role hybrid in our San Mateo office 2x per week.

What You’ll Own

Core Responsibilities

• Manage a portfolio of 30+ mid-market customers
• Identify and address account risks and growth opportunities proactively
• Use data analytics to enhance customer engagement and retention
• Work closely with sales, support, and solutions teams
• Create knowledge base content and enhance customer onboarding processes
• Customer Relationship Management
• Build and maintain strong relationships with strategic customers
• Act as the primary point of contact for customer success
• Understand and align with customers' goals and business needs
• Track customer health metrics and address concerns or opportunities promptly

Onboarding & Adoption

• Lead customers through efficient onboarding and implementation
• Create customized product guides, best practices, and success playbooks
• Coordinate with Solutions Architects to ensure successful technical integration
• Strategic Growth & Retention
• Discover and pursue opportunities for account expansion
• Develop success plans and business reviews that showcase clear ROI
• Guide customers in exploring new use cases and expanding team adoption
• Customer Advocacy & Product Feedback
• Gather and communicate customer insights to Product & Engineering teams
• Champion customer needs within the organization
• Help create customer resources like case studies, FAQs, and webinars

What You’ll Bring

• 5–7 years of experience in Customer Success, preferably at technical SaaS companies
• Proven ability to manage multiple responsibilities with strong organizational skills
• Technical aptitude and quick grasp of complex product concepts
• Experience at early-stage Series A or B companies preferred
• Outstanding communication and relationship-building abilities
• Skilled at managing multiple accounts and adapting to changing priorities
• Proactive, empathetic, and solution-focused mindset
• Track record of collaborating with Sales, Product, and Technical teams
• Ability to prioritize accounts and create strategic customer engagement plans
• Strong analytical skills with talent for turning data into actionable insights
• Thrives in a fast-paced startup environment

Bonus Points

• Familiarity with Salesforce, product analytics tools, or customer health platforms
• Background in DevOps, technical product companies (GitHub, GitLab, Split)
• Competitive salary & early stage stock options based on experience
• 100% coverage of health insurance, with 75% support for dependents
• 3 weeks paid PTO + extra week between Christmas and NY
• Yearly offsite at a memorable location
• Learning stipends
• A fun team that values autonomy and trust

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

• Industries

  Software Development

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