Customer Success Account Manager

Lead Assign Corp.

Benefits Offered

Dental, Medical

Employment Type


Why Work Here?

“We are a passionate group of people who like to work with like-minded individuals.”

We continue to grow as a company and require a person passionate about making the use of our software as beneficial to our clients as possible.

As a Customer Success Manager responsible for developing customer relationships that promote retention and loyalty, you’ll work daily with existing and new accounts to ensure they are satisfied with the services they receive and to improve upon areas of dissatisfaction.

Objectives of this Role

  • Own overall relationship with assigned clients, which includes managing on-boarding, implementation, training, increasing adoption, ensuring retention, and high levels of customer satisfaction
  • Establish a trusted and strategic advisor relationship to help drive the continued value of our products and services
  • Maintain and develop customer success strategies and best practices, as well as working with the support team
  • Communicate effectively with both internal and external senior-level management to understand customer needs
  • Maintain existing customer success metrics and data as directed

Daily and Monthly Responsibilities

  • Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting them
  • Review the customer journey, identifying how it’s supported, taking a consultative approach in helping clients overcome issues and achieve goals
  • Facilitate interaction and workflow between project team members, including third-party service providers, to ensure deliverables are on time
  • Collaborate, problem-solve, and/or strategize upcoming client meetings with sales team members
  • Prepare necessary documentation or visuals for the client to demonstrate the performance of campaigns
  • Work with the sales and marketing team to drill customer references and develop case studies

Required Skills and Qualifications

  • 3-5 years of experience in communications, marketing, sales, account management, or customer success
  • Strong verbal and written communication, strategic planning, and project management skills
  • Analytical and process-oriented mindset
  • Comfortable working across multiple departments in a deadline-driven environment
  • Active team player, self-starter, and multitasker who can quickly adjust priorities


The role will start as a virtual role and may migrate to a more hybrid remote and occasional on-site role.

Salary Commensurate with experience.

About Lead Assign Corp.:

Lead Assign is a rapidly growing B2B SaaS company with over 300 customers you can reference. Our platform is purpose-built for companies that are mid-market and above that rely on a channel-based sales model. This can be a manufacturer with a large retail partner footprint, a server and printer manufacturer with over 40,000 partners globally, or a national real estate brand with 18,000 brokerages. Lead Assign analyses every marketing opportunity in real-time and uses AI to determine who is the best partner to pursue the opportunity, and tracks the partner’s progress providing clear visibility of the manufacturer’s funnel.

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Senior Sales Executive

Lead Assign Corp. Benefits Offered Dental, Medical Employment Type Full-Time Why Work Here? “We are a passionate group of people who like to work with

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