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Customer Success Manager

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🔥 0 minutes ago

🌐 United States, Canada – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 15%

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Logo of SwiftComply

SwiftComply

11 - 50 employees

Founded 2015

📋 Compliance

☁️ SaaS

🏛️ Government

💰 $300k Series A on 2020-01

Compliance • SaaS • Government

SwiftComply is a company that provides compliance management software for water utilities, helping them manage programs such as backflow prevention, industrial pretreatment, FOG (fats, oils, and grease) management, and stormwater. The company offers real-time data solutions to monitor compliance, simplify workflows, and address potential issues proactively. SwiftComply's software is designed to modernize compliance programs by providing industry-leading data management and customer engagement functionalities. It is widely trusted by compliance leaders across North America, including major cities, and helps automate time-consuming tasks, ensuring data safety with SOC 2 Type 2 certification. The software suite includes tools for digital reporting, integration with other systems, and compliance with state regulations. SwiftComply’s customer-first approach ensures personalized support with a dedicated success manager and comprehensive training resources.

📋 Description

• Serve as the primary point of contact for a portfolio of customer accounts • Foster strong, long-term customer relationships • Develop account plans mapping customers' regulatory programs and departments • Identify cross-sell opportunities and introduce customers to Sales for closure • Upsell higher-tier packages, SaaS-to-Usage conversions, and additional functionality or services • Own the renewal process, securing on-time renewals and minimizing churn • Build and maintain expansion and renewal pipelines in HubSpot • Forecast renewal and expansion revenue accurately • Engage senior stakeholders and secure executive sponsorship • Conduct regular account reviews with operational and senior stakeholders • Act as a trusted advisor and deliver tailored solutions • Identify and sell professional services such as tailored training, managed services, and program optimizations • Collaborate with Services to scope, price, present, and hand off service projects • Oversee active projects to ensure alignment and successful delivery • Advocate for customer needs and share insights with product and support teams • Identify opportunities for case studies and customer success stories • Ensure timely resolution of escalated issues • Analyze account performance and identify trends, risks, and improvement opportunities • Maintain customer interactions, renewal schedules, and account plans using HubSpot and Claude.ai • Contribute to customer success strategy discussions and workshops • Collaborate with product, support, services, and marketing teams • Provide structured feedback for product development and process improvements • Participate in workshops refining health scores and account plans • Document best practices, workflows, and customer insights • Leverage CRM and other tools to optimize account management activities

🎯 Requirements

• 3+ years of experience in account management, customer success, or a related role • Preferably experience in SaaS or compliance industries • Strong interpersonal and communication skills • Ability to build trust and rapport with customers and stakeholders • Demonstrated ability to achieve revenue and retention targets through strategic account management • Experience identifying and selling professional services and managing handoffs to delivery teams • Analytical mindset • Proficiency using CRM tools like HubSpot for tracking and reporting • Ability to manage multiple accounts and prioritize effectively in a fast-paced environment • Preferred: experience working in GovTech or SaaS serving public-sector customers, such as municipalities, utilities, or government agencies • Preferred: familiarity with water or wastewater compliance programs or similar regulatory industries • Preferred: experience developing and executing account strategies, including upsell and cross-sell opportunities • Preferred: knowledge of customer health metrics and customer lifecycle management • Must be a citizen or permanent resident authorized to work in the US or Canada • Must successfully complete a background check • SwiftComply is unable to sponsor visas at this time

🏖️ Benefits

• Medical, dental, and vision insurance with an FSA or HSA option • Free life insurance plan • 401(k) with pre-tax / Roth options and match • Remote work • US$1000 home office setup stipend • Unlimited time-off policy • Parental leave • Equity, Diversity, and Inclusion initiatives

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