Cleo · 2 days ago
Customer Success Manager
Cleo is a company focused on customer success, and they are seeking a Customer Success Manager to uphold their Customer Success strategy and oversee the customer lifecycle. The role involves managing a customer base, developing relationships, problem resolution, and contributing to organizational efforts.
File SharingSoftware
Responsibilities
Uphold Cleo’s Customer Success strategy and processes, ensuring that 100% of interactions are accurately recorded and follow-ups are scheduled
Oversee the customer lifecycle, from launch to renewal, to ensure a seamless and optimal customer journey
Manage a customer base of 30+ customers, including regular 1-on-1s with key stakeholders and quarterly Executive Business Reviews
Develop broad and deep customer relationships, promoting strong customer loyalty & highly referenceable customers
Understand our customers’ organizational structure and develop relationships with key business stakeholders
Understand our customers’ business and link customer goals to compelling solutions to be delivered
Proactively assist in problem resolution, both internally and externally
Maintain accurate records, including detailed documentation of customer service actions and discussions
Escalate issues appropriately to Services, Support, Product, etc
Develop compelling recommendations with strong close rates for add-on business
Invest in developing both yourself and others, and contribute to organizational efforts as required
Qualification
Required
5+ years working at an Enterprise Software and/or SaaS Company in Customer Success, Sales/Account Management, Professional Services, or a related field
Demonstrable success in collaborating with and influencing cross-functional stakeholders and executives
Proven ability to work in a fluid environment, with limited processes
Excellent communication and presentation skills directed at both business-oriented and technical audiences
Benefits
Great Healthcare + Dental + Vision
Flexible PTO
Culture of support, encouraging Life-Work balance
401k match
FSA and HSA options
Employee Assistance Program
Paid Parental Leave
Company
Cleo
Cleo offers enterprise integration software solutions that enable managed file transfer, network fax, and interactive messaging activities.
Funding
Current Stage
Growth StageTotal Funding
$3.5MKey Investors
H.I.G. CapitalPeterson Partners
2021-06-09Private Equity
2017-03-31Debt Financing
2012-05-16Series Unknown· $3.5M
Recent News
2026-01-12
Business Wire
2025-10-21
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