Customer Success Manager

4 days ago

Austin, Texas, United States Toolio Full time
About Us

At Toolio, we're dedicated to empowering retailers to navigate the complexities of the retail landscape and deliver exceptional customer experiences. Our cloud-based merchandise planning platform is designed to automate critical workflows, provide real-time insights, and enable data-driven merchandising decisions.

The Opportunity

We're seeking a highly organized and detail-oriented Customer Success Manager to join our growing team. As a key member of our customer success team, you will work closely with our clients to ensure they're effectively leveraging Toolio to maximize value.

Responsibilities include:

  • Managing onboarding projects in collaboration with customers and internal teams
  • Defining project goals, documenting detailed project scopes and plans, identifying risks, and customizing launch strategies for successful engagements
  • Tracking progress, adjusting schedules and resources to reflect progress, and reporting on achievements, risks, issues, and mitigation plans
  • Building trusted advisor relationships with every customer interaction, scheduling and facilitating meetings with clear agendas, action items, and notes
  • Contributing to customer-specific product marketing activities, such as case studies, references, referrals, and blog posts
  • Developing processes and content to enable self-service onboarding and ensure user adoption, providing ongoing troubleshooting and optimization support
  • Sharing customer progress and achievements cross-functionally, collaborating with revenue teams to manage renewals, identify upsell opportunities, and drive further product usage
Requirements

We're looking for a candidate with:

  • 2-4+ years of customer success and/or project management experience, ideally in a SaaS environment
  • Strong project management background, including resource planning, data implementations, risk mitigation, and navigating complex requirements
  • Excellent analytical, problem-solving, and relationship-building skills
  • Superior written and verbal communication abilities, with aptitude for presentations
  • Ability to manage multiple complex projects simultaneously, while delivering excellent client experiences
  • High attention to detail and organization in documentation, planning, and tracking
  • Self-motivation and capability to take ownership and drive results
  • Experience working in a high-growth startup environment valued
About You

We're looking for a highly motivated and goal-oriented individual who is passionate about helping businesses transform operations through strategic use of technology. If you're a detail-oriented and organized professional with a strong background in project management and customer success, we'd love to hear from you.

We offer competitive base pay, performance-based bonus, generous early-stage equity, and benefits including medical, dental, and vision. Join our team and be part of a dynamic and collaborative environment that's shaping the future of retail operations.

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