Strategic CSM: Grow Revenue & Exec Relationships

Access | Information Management

Peabody (MA)

On-site

USD 90,000 - 130,000

Full time

5 days ago
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Job summary

Access | Information Management seeks a Customer Success Manager (CSM) to own the customer relationship and ensure measurable value from Access’ products and services. The CSM will protect revenue, identify expansion opportunities, and build executive-level partnerships while coordinating across Support, Operations, Billing, Product, and Sales.

The role requires building success plans, monitoring health, and driving adoption to realize outcomes.

Qualifications

  • Bachelor's degree in Business Administration, Marketing, Communications, or a related field.
  • 3–6 years of experience in Customer Success, Account Management, or client-facing roles within SaaS, RIM, or subscription-based industries.
  • Certified Customer Success Manager (CCSM) certification is a plus.

Responsibilities

  • Own customer success & value delivery with measurable outcomes.
  • Monitor customer health, adoption, and value realization on an ongoing basis.
  • Identify churn risk early and develop recovery plans for at-risk customers.
  • Partner on renewal strategy and advocate for customer needs to minimize churn.
  • Identify whitespace, cross-sell, and upsell opportunities in collaboration with Sales.
  • Coordinate expansion across locations, services, and business units.

Skills

Strategic account management
Executive stakeholder engagement
CRM & analytics
Cross-functional collaboration
Communication

Education

Bachelor's degree in Business Administration, Marketing, or Communications

Tools

Salesforce

Job description

Access | Information Management seeks a Customer Success Manager (CSM) to own the customer relationship and ensure measurable value from Access’ products and services. The CSM will protect revenue, identify expansion opportunities, and build executive-level partnerships while coordinating across Support, Operations, Billing, Product, and Sales.

The role requires building success plans, monitoring health, and driving adoption to realize outcomes.

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