Customer Success Manager (Growth)

SupportFinity™; United States; On-site; USD 86,000 - 95,000; Full time

Benefits offered by this job

Health, dental, and vision care

Flex Time Off

Paid family leave

Retirement saving plans

Annual professional development stipend

Job summary

SupportFinity™ is looking for a Growth Customer Success Manager to manage a large portfolio of small to mid-sized business clients. You will be responsible for building strong relationships and driving product adoption, ensuring customer satisfaction and retention. The role blends relationship management with data-driven decision-making.

The ideal candidate will have 3 years of experience in a customer success role, preferably in SaaS.

Qualifications

• 3 years of professional experience in customer success or account management.
• Ability to analyze customer data for actionable insights.
• Passion for driving customer success.

Responsibilities

• Manage a portfolio of 220+ client accounts.
• Develop strategies to optimize customer retention.
• Own renewal conversations and mid-contract escalations.

Skills

Customer relationship management

Communication skills

Data analysis

SaaS experience

Time management

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Outreach

Looker

Job description

About Juniper Square

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values‑driven organization – we want to hear from you.

Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full‑time in one of our physical offices. We invest heavily in digital‑first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai, and Bangalore for employees who prefer to work in an office some or all of the time.

About Your Role

At Juniper Square, our Customer Success team plays a critical role in helping customers achieve meaningful outcomes through our products and services. As a Growth Customer Success Manager, you will be responsible for managing a large portfolio of small and mid‑sized business clients—customers who are ambitious, fast‑moving, and eager to adopt industry best practices. Our CSMs build strong, trust‑based relationships while leveraging digital and programmatic engagement to drive product adoption, long‑term satisfaction, and retention. You’ll act as a strategic advisor, ensuring customers realize the full value of Juniper Square as they grow.

This role blends relationship management with data‑driven decision‑making. You’ll proactively monitor account health, identify needs and opportunities, and deliver targeted enablement and insights to drive success at scale. Growth CSMs also play an active role in supporting renewals and identifying expansion opportunities, all while serving as the voice of the customer internally. Our team is passionate about delivering exceptional experiences and helping our customers thrive through a combination of human connection and scalable, strategic engagement.

What you’ll do

• Manage a portfolio of 220+ client accounts, leading them through the customer journey following onboarding
• Own the success and health of your assigned clients by developing and deploying strategies aimed to increase customer value and optimize retention
• Build strong, trust‑based relationships while leveraging digital and scaled engagement to drive product adoption and customer satisfaction
• Proactively monitor customer health and usage trends to identify risks and opportunities for growth
• Support and own renewal conversations and mid‑contract escalations, while collaborating cross‑functionally to identify and drive expansion opportunities
• Act as the voice of the customer internally, advocating for customer needs and influencing product and process improvements
• Develop advanced knowledge of the customer, product, and industry

Qualifications

• 3 years of professional experience with at least 2 years of experience in a customer success or account management role, preferably in a SaaS environment
• Strong written and verbal communication skills, with the ability to convey complex information in a clear and understandable manner
• Experience interacting with a high volume of customers, with demonstrated skills in time management and prioritization
• Ability to analyze customer data and performance metrics to derive actionable insights
• Experience using data and technology to drive customer enablement, with preferred experience in Salesforce, Outreach, and Looker
• Demonstrated experience learning advanced knowledge on technical subject matters and curiosity to grow in knowledge
• Passion for contributing to the customer's success with a product or service
• Motivated by change and comfort with an evolving work environment
• Bachelor's degree or equivalent years of professional experience

Compensation

Compensation for this position includes a base salary, bonus, equity, and a variety of benefits. The U.S. base salary range for this role is $86,000 - $95,000 USD. Actual base salaries will be based on candidate‑specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.

Benefits

• Health, dental, and vision care for you and your family
• Life insurance
• Mental wellness coverage
• Fertility and growing family support
• Flex Time Off in addition to company paid holidays
• Paid family leave, medical leave, and bereavement leave policies
• Retirement saving plans
• Allowance to customize your work and technology setup at home
• Annual professional development stipend

Your recruiter can provide additional details about compensation and benefits.

At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications.