Customer Success Manager, Onboarding

Everflow - Partner Marketing Platform; Oakland (CA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Employer Covered Medical, Dental and V

Unlimited PTO and paid holidays

401(k) (No matching at this time)

Paid parental leave

Startup-like environment, without the…

A very collaborative team and culture

Education, gym, and equipment stipend

Job summary

Everflow is seeking a Customer Success Manager, OM in Oakland to drive onboarding, help customers configure the software, and achieve value quickly with guidance from our Technical Solutions team.

You’ll nurture long-term client relationships, identify growth opportunities, evangelize new features, align outcomes with customers' goals, and monitor usage health to prevent issues.

Qualifications

• Bachelor's degree required.
• 2-4 years experience in a similar role.
• Proficiency with CRM tools like Hubspot/Jira.
• Experience using Everflow or competitor tracking platforms.
• Knowledge of Google Analytics, Social/MediaBuying or MMPs.

Responsibilities

• Lead onboarding for new customers, ensuring fast value realization.
• Build and maintain strong, multi-threaded client relationships.
• Identify growth opportunities and implement revenue expansion solutions.
• Develop expertise with new products and evangelize them to clients.
• Advocate for customer needs and share feedback to influence product and service improvements.
• Monitor usage data and health metrics to preempt issues.

Skills

Relationship building

Customer focus

Sales knowledge

Technical empathy

Problem solving

Education

Bachelor's degree

Tools

Hubspot

Jira

Everflow

Competitor tracking platforms

Google Analytics

Job description

The Company

Everflow is a SaaS Partner Marketing platform for managing and scaling revenue from affiliates, partnerships, and marketing channels. Founded in 2016 by industry veterans, we have a team distributed across the NAM and EMEA regions. We're a bootstrapped and profitable company (over $29M ARR) that has grown through supporting happy customers that refer business to us and create word-of-mouth excitement. We're the go-to platform for brands, agencies, and networks, with 1,100+ customers including top brands, agencies and networks.

About The Role

Our Customer Success Manager, OM will possess the ability to meet or exceed all launch KPI's; including but not limited to continuously minimizing time to first value, prescriptive guidance on the Everflow tools that support and grow our users' businesses, and guide a smooth technical launch in collaboration with our Technical Solutions team. Customer Success OMs will act and make decisions with a revenue expansion mindset (NRR); opportunity mapping, opportunity closing and relationship building continuously over their time spent with Everflow clients

What You'll Do

• Lead the onboarding process for new customers, ensuring a smooth transition from sales to realized value in the shortest amount of time possible. Assist clients in the initial setup and configuration of the software, tailoring the implementation to meet their specific business needs.
• Ability to be a front-line Customer Success Manager from a relationship perspective. Build and maintain strong, multi threaded and long-lasting client relationships.
• Identify growth opportunities with customers, and develop and implement solutions to achieve revenue expansion goals.
• Develop expertise with new products and features and be able to evangelize them with clients.
• Understand the customer's business goals and challenges in order to advocate for customer needs and to share feedback within the company to influence product development and service improvements.
• Monitor customer usage data and health metrics - Proactively identify any potential issues before they become problems and address accordingly.

Qualifications

• Ability to understand and explain technical concepts, as well as troubleshoot basic technical issues
• Ability to build and maintain strong, long-lasting relationships with clients, understanding their business goals, and acting as their trusted advisor
• Experience in sales or a strong understanding of sales principles, including the ability to negotiate contracts and upsell products or services
• A customer-centric mindset with a focus on delivering exceptional service and exceeding client expectations
• Strong problem-solving skills to address client issues, resolve conflicts, and find creative solutions to meet client needs - Consultative in approach

Requirements

• Bachelor's degree
• 2-4 years experience in a similar role
• CRM tools like Hubspot/Jira (Basic)
• Experience using either Everflow or competitor tracking platforms (preferred but not required)
• Third Party analytics solutions - Google Analytics, Social/MediaBuying or MMPs (preferred but not required)

Compensation Package

Base Salary: $60,000 - $70,000

Perks Include

• Employer Covered Medical, Dental and Vision Insurance
• Unlimited PTO and paid holidays
• 401(k) (No matching at this time)
• Paid parental leave for putting your family first
• Startup-like environment, without the constant rush to raise the next round of funding
• A very collaborative team and culture
• Education, gym, and equipment stipend

Join Our Exceptional Team

Dive into a role where respect, ownership, and mindfulness define our culture. As a valued team member, you'll enjoy the freedom to innovate and excel, supported by the tools and equipment you need to succeed.

Balance, Growth, and Connection

Work/Life Harmony

Embrace unlimited PTO and a healthy balance that respects your life outside work.

Continuous Growth

Regular feedback and discussions about your career path keep you moving forward.

Inclusive Community

Be part of a welcoming, engaging workplace that celebrates diversity and fun.

We offer a dynamic environment where excellence is rewarded, your well-being is a priority, and every day brings a chance to make meaningful connections. Ready for a truly rewarding challenge? We're excited to meet you.