Customer Success Manager – Retention Specialist

Job not on LinkedIn

🕒 4 days ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 12%

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Logo of EPIC iO Technologies

EPIC iO Technologies

51 - 200 employees

Founded 2021

🏥 Healthcare

📦 Logistics

🍽️ Food & Beverage

💰 $30M Debt Financing - EPIC IO Technologies on 2022-02

Healthcare • Logistics • Food & Beverage

EPIC iO Technologies is a provider of AIoT (artificial intelligence + IoT) security and connectivity solutions that unify edge sensors, cameras, wireless connectivity and cloud software to enable centralized monitoring, safety intelligence, and operational analytics. Their offerings include AI-driven video and sensor monitoring (DeepVision™, RemoteVision™), an operational intelligence platform (EPIC Cortex™, DeepInsights™), and managed wireless connectivity solutions (4G/5G, private cellular, satellite, SIM/device management). EPIC iO serves utility, oil & gas, municipal, retail, healthcare and other enterprise customers with modular, interoperable systems for perimeter and site security, environmental and equipment monitoring, and real-time alerts and analytics.

📋 Description

• Own the customer relationship for assigned accounts through regular communication, goal documentation, and customer success plans • Acknowledge, investigate, and process customer cancellation requests • Engage in retention opportunities and calculate ETFs and SLVs • Process returned equipment and communicate outcomes with customers and involved departments • Develop trusted advisor relationships and support adoption of features, workflows, and solutions • Understand customer business goals, confirm success criteria, and connect solutions to measurable value • Conduct regular check-ins and Quarterly Business Reviews • Monitor customer health metrics and coordinate actions to improve adoption, satisfaction, retention, and renewal readiness • Advocate for customer needs and partner with Sales, Support, Product, and Operations • Identify upsell, cross-sell, and expansion opportunities with Sales • Own renewal readiness activities, including tracking dates, risks, customer sentiment, and follow-up

🎯 Requirements

• Experience in Customer Success, account management, business development, or another customer-facing function • Strong communication, relationship-building, organization, and follow-through skills • Ability to manage multiple customers, priorities, tasks, and customer commitments with attention to detail • Comfort working with CRM tools, customer success platforms, Microsoft Office, and customer-facing reporting • Data-informed approach to customer health, retention risk, adoption, customer goals, and account planning • Salesforce, ChurnZero, HubSpot, or customer success platform experience • Bachelor’s degree in Business Administration or equivalent experience • Experience working in SaaS, SCaaS, IoT, smart city, connectivity, or technology environments; wireless preferred • Sales experience is beneficial • Prolonged periods of sitting and working at a computer • Ability to communicate effectively through email, phone, video, CRM, and collaboration tools • Ability to travel as required for customer, sales, project, or business needs

🏖️ Benefits

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role • Ability to travel as required for customer, sales, project, or business needs • Standard workday with potential support across time zones

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