Customer Success Manager - Salesforce Quote to Cash

Expedite Commerce; United States; Remote; USD 75,000 - 145,000; Full time

Job summary

A leading company is seeking a Customer Success Manager to bridge technology and business impact. You'll manage customer relationships, drive product adoption, and collaborate with cross-functional teams to ensure seamless experiences. This role requires strong analytical skills, business acumen, and a passion for customer success. Join us in shaping the future with AI-driven solutions.

Benefits

Health Insurance

PTO

Ongoing paid professional training

Fully Remote work Opportunity

Strong Onboarding & Training program

Qualifications

• 3-5 years of experience in Customer Success or Account Management roles.
• Proven success in managing cross-functional projects.

Responsibilities

• Manage a portfolio of accounts, driving value adoption and retention.
• Lead end-to-end definition and delivery of the Expedite Commerce platform.

Skills

Customer Success

Account Management

Business Acumen

Analytical Skills

Interpersonal Skills

Problem-Solving

Education

Salesforce Administrator Certification

Tools

Salesforce

Jira

Job description

Customer Success Manager - Salesforce Quote to Cash

Customer Success Manager - Salesforce Quote to Cash

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Direct message the job poster from Expedite Commerce

Are you ready to step into a role where strategic thinking meets empathetic problem-solving? At Expedite Commerce, we're on the hunt for passionate professionals who love helping customers succeed while navigating the exciting world of Salesforce-based solutions!

As a Customer Success Manager, you'll be the bridge between cutting-edge technology and tangible business impact. You'll champion customer needs, drive value, and ensure every interaction is meaningful and results-driven. If you're passionate about turning complex challenges into clear, impactful solutions that exceed expectations, we'd love to connect with you!

What's in store for you?

• Be the voice of the customer: Listen intently, empathize deeply, and translate business needs into impactful, scalable Salesforce-native solutions that drive growth
• Solve with purpose: Use your business acumen and tech-savviness to resolve challenging customer issues with precision and efficiency
• Collaborate and connect: Work hand-in-hand with Developers, Product Managers, and Consultants to ensure seamless customer experiences and stellar project outcomes
• Grow your talent stack: Leverage the latest AI tools and consulting frameworks to sharpen your strategic thinking and expand your influence across global teams and clients

At Expedite Commerce, we're looking for smart, personable professionals with the perfect mix of empathy, technical understanding, and business insight. Whether you're a seasoned CSM or a high-potential rising star, this role is your chance to:

• Make complexity look simple
• Create value through every conversation
• Represent a premium brand with confidence
• Evolve into a Salesforce-native expert with cutting-edge AI capabilities

The Role

In this role that directly interacts with customers, you will lead a cross-functional team in designing, scoping, developing, configuring, and delivering customized solutions across various customers' Salesforce environments. Achieving success involves meeting our targets, adhering to timelines, and impressing our customers at every stage of the process. We prioritize transparency through well-defined objectives, consistent progress updates, and a supportive atmosphere filled with recognition as we grow and celebrate our achievements together.

What you will Do

Customer Relationship Management: Manage a portfolio of accounts, driving value adoption, retention, and account growth. Establish trust through expertise, cultivate lasting rapport, and be a strategic advisor to customers. Responsibilities include:

• Proactively engage customers to understand their goals and ensure the platform aligns with their evolving needs and value realization
• Drive product adoption through proactive guidance and training and Collaborate with Product and Support teams to enhance the customer experience
• Managing expectations and delivering value throughout the customer lifecycle, including onboarding, adoption, business reviews (QBRs/EBRs) to track progress, share insights, and align on goals.
• Proactively manage customer health through data-driven insights to mitigate risk
• Own renewal cycles and expansion opportunities, and
• Capture structured feedback and contribute insights to product roadmap planning in collaboration with the Product team

Lead Implementations: Manage end-to-end definition and delivery of the Expedite Commerce platform across CPQ, billing, subscription management, and analytics modules. Key Responsibilities include:

• Guide customers through implementation: documenting stories and outcomes, managing testing, and deployments
• Develop and maintain delivery plans, coordinate cross-functional teams, and ensure projects meet defined scope, timeline, and budget
• Collaborate with Support, Product, and Engineering teams to address customer needs effectively.

Data-Driven Mindset: Bring a strong analytical approach to customer success by using data to derive insights, measure success, and recommend optimizations. Monitor customer health metrics to drive retention and support expansion. This includes:

• Monitoring KPIs like usage, engagement, and churn risk
• Using tools like Salesforce and Jira to manage accounts
• Leverage AI technologies to improve performance, processes, and work products

Requirements

Professional Experience:

• 3-5 years of experience in Customer Success or Account Management roles within a B2B SaaS environment, minimum 3 years Salesforce-based applications required.
• Proven success in managing cross-functional projects across pre-sales, implementation, and post-go-live phases with enterprise or mid-market clients.
• Hands-on experience with Salesforce CRM, and ideally, CPQ, Billing, or Subscription Management modules.
• Demonstrated track record of owning customer relationships end-to-end—onboarding, QBRs/EBRs, renewals, and expansions.
• Experience working in agile or iterative environments with teams that include Technologist and Consultants

Strategic & Analytical Capabilities

• Strong business acumen with the ability to understand clients' strategic objectives and map them to platform capabilities.
• Able to derive insights from data, monitor KPIs such as usage, engagement, churn risk, and apply data-driven decision making to guide success plans.
• Experience using Salesforce, Jira, AI tools, and customer engagement platforms to track account health, coordinate work, and drive outcomes.

Customer-Centric & Consultative Skills

• Exceptional interpersonal and communication skills—skilled at building rapport, conducting executive-level conversations, and managing expectations with clarity and confidence.
• High degree of empathy and problem-solving ability, with a passion for translating customer needs into scalable, impactful solutions.
• Comfortable managing conflict constructively and turning escalations into opportunities for increased loyalty.

Technical Aptitude

• Technically savvy with the ability to grasp complex systems quickly, document and translate requirements into stories or tasks, and oversee solution delivery through testing and deployment.
• Familiarity with Salesforce-native solution configuration, data migration, and environment management.
• Exposure to AI-enabled customer success practices, including intelligent workflows, content generation, and predictive health scoring.

Leadership & Project Management

• Proven ability to lead multiple customer engagements simultaneously, balancing priorities and consistently meeting delivery goals.
• Strong organizational and time-management skills, with a proactive approach to identifying risks and ensuring smooth delivery across departments.

Preferred Qualifications

• Salesforce Administrator or Consultant certification(s) are a plus.
• Prior experience with quote-to-cash platforms, revenue operations, or digital transformation initiatives is highly desirable.
• Experience working with or within fast-paced, scaling organizations, ideally in the SaaS or tech consulting space.
• Health Insurance, PTO, and Leave time
• Ongoing paid professional training and certifications
• Fully Remote work Opportunity
• Strong Onboarding & Training program

Our Belief

We believe extraordinary things happen when technology and human creativity unite. By empowering teams with generative AI, we free them to focus on meaningful relationships, innovative solutions, and real impact. It's more than just code—it's about sparking a revolution in how people interact with information, solve problems, and propel businesses forward.

If this resonates with you—if you're driven, daring, and ready to build the next wave of AI innovation—then let's do this. Apply now and help us shape the future.

About Expedite Commerce

At Expedite Commerce, we believe that people achieve their best when technology enables them to build relationships and explore new ideas. So we build systems that free you up to focus on your customers and drive innovations. We have a great commerce platform that changes the way you do business!

See more about us at expeditecommerce.com. You can also read about us on https://www.g2.com/products/expedite-commerce/reviews, and on Salesforce Appexchange/ExpediteCommerce.

EEO Statement

All qualified applicants to Expedite Commerce are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran's status or any other protected characteristic.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting

• Industries

  IT Services and IT Consulting

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