Digital Customer Success Manager

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Levelset, a Procore Company, is seeking a Digital Customer Success Manager to join their Customer Success Team. In this role, you will engage with customers to drive retention and growth through a digital-first model, utilizing customer data and analytics.

Responsibilities

Manage a digital book of business, engaging customers through a digital-first model to drive retention and growth
Drive adoption and expansion through strategic touchpoints, campaigns, webinars, and automated outreach
Analyze customer health signals (usage, engagement, lifecycle stage, risk indicators) to guide proactive engagement
Prioritize outreach based on revenue potential, risk level, expansion opportunities, and lifecycle stage
Respond to inbound customer inquiries, troubleshoot issues and ensure timely resolution
Collaborate cross-functionally with Support, Sales, Product, and RevOps to improve customer outcomes and segmentation models
Monitor product adoption and deliver enablement resources such as walkthroughs, guides, and best practices aligned to customer goals
Contribute to scalable success programs by improving digital plays, automation workflows, and identifying friction points

Skills

1+ years of experience in Customer Success, Account Management, or Customer Operations
Experience managing a high-volume book of business in a digital or scaled customer engagement model
Strong analytical skills with experience using CRM and product analytics tools
Data-driven mindset with the ability to interpret usage trends and engagement signals
Excellent prioritization, time management, and multitasking abilities
Clear written and verbal communication skills with a customer-centric approach to problem-solving
Familiarity with customer success tools and programs, such as Salesforce, Gainsight, HubSpot, health scoring models, or digital engagement campaigns
Experience in SaaS or technology-driven environments preferred

Benefits

Equity Compensation
Bonus Incentive Compensation

Company Overview

Levelset helps contractors and suppliers get payment under control, and sees a world where no one loses a night’s sleep over payment. It was founded in 2012, and is headquartered in New Orleans, Louisiana, USA, with a workforce of 201-500 employees. Its website is https://www.levelset.com.

Apply To This Job