Customer Success Manager
headversity
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We are looking for a full-time Customer Success Manager to join us. Please apply with your resume and a detailed cover letter outlining your interest in the role and how your skills and experience align with the requirements. This role is open to candidates based in Calgary, Alberta or remotely.
Job Summary
headversity is looking for engaging and growth driven Customer Success Manager (CSM) who can drive value for our customers while establishing a clear path for revenue growth across their book of business. This role is ideal for someone who excels in consultative customer relationships, strategic goal-setting, and impactful presentation skills. The right candidate will bring credibility and expertise to customer meetings, ensuring strong engagement, growth, and retention.
We will give preference to candidates who have 10+ years of Customer Success experience, and additional preference to those with a background in psychology or psychological health and safety in the workplace practical experience.
Duties and Responsibilities:
Strategic Account Management & Consultation
- Act as a trusted advisor to customers, understanding their unique business needs and aligning platform engagement with their goals.
- Guide customers in setting measurable success metrics and increasing relevant engagement within our platform.
- Proactively identify opportunities for product growth and key success initiatives within customer accounts.
Data-Driven Insights & Reporting
- Lead quarterly and monthly business reviews, presenting data-backed insights that demonstrate platform impact.
- Provide credible and insightful analysis, helping clients make informed decisions to maximize platform value.
- Utilize reporting to reinforce success, highlight trends, and support upsell opportunities
Renewal & Expansion Strategy
- Focus on achieving personal annual customer revenue retention target and annual upsell target.
- Own the customer lifecycle, ensuring timely and predictable renewals well in advance.
- Identify upsell opportunities and work strategically to expand customer investment in our platform.
- Develop long-term partnerships that drive revenue growth, referrals, references and strategic expansion opportunities.
Presenting, Public Speaking & Customer Engagement
- Deliver engaging customer presentations, positioning yourself as a sought-after authority and thought leader.
- Lead impactful training and enablement sessions that educate and inspire platform champions and administrators.
- Represent headversity at industry events, webinars, and customer forums.
Customer Advocacy & Relationship Building
- Foster strong relationships with key stakeholders, becoming a go-to resource for their success.
- Drive customer satisfaction and advocacy, collate customer product feedback and develop internal business cases for product development and customer initiatives.
- Collaborate with internal teams to ensure customer feedback translates into product and process improvements and innovation.
Skills and Qualifications:
- 5+ years of experience in Customer Success, Account Management, or Consulting, preferably in SaaS and/or Workplace Mental Health (including Psychological Health and Safety) training.
- Preference to candidates who have 10+ years of Customer Success experience, and additional preference to those with a background in psychology or psychological health and safety in the workplace practical experience.
- Strong ability to translate data into compelling insights for clients.
- Proven success in upselling, renewals, and revenue expansion with predictable timelines.
- Exceptional public speaking and presentation skills—must be a confident and engaging speaker.
- Experience leading live training sessions and webinars with high levels of engagement.
- Ability to be consultative, strategic, and persuasive in customer conversations.
- A proactive, growth-driven mindset with strong project management skills.
Working conditions:
- May require working evenings and weekends
- May require travel
Why Join Us
- Impactful Work: Shape the visual identity of a tech-driven mental health company.
- Growth Environment: Evolve with a fast-paced, mission-focused team that values bold thinking.
- Creative Collaboration: Work cross-functionally and see your designs come to life across our products and platforms.
If you’re ready to bring your passion for design to a growing, purpose-driven team and are energized by growth, we’d love to hear from you!
This job is no longer accepting applications
See open jobs at headversity.See open jobs similar to "Customer Success Manager" Level Equity.