Lead Customer Success Representative
Listed on 2026-08-24
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Customer Service/HelpDesk
Customer Success Management, Client Relationship Management, CRM Systems & Management, HelpDesk/Support
Lead Customer Success Representative
The Lead Customer Success Representative is an experienced individual contributor responsible for managing a portfolio of customers and driving consistent execution of Customer Success activities across the customer lifecycle. This role focuses on ensuring customer adoption, satisfaction, and retention through proactive engagement and disciplined execution of Customer Success practices.
The Lead Customer Success Representative operates with limited supervision, supports complex customer needs, and may provide functional guidance or mentoring to less-experienced Customer Success team members. This role does not carry formal people-management responsibility.
ResponsibilitiesCustomer Success Execution
- Manage day-to-day Customer Success activities for assigned customer accounts
- Execute onboarding, adoption, and lifecycle engagement plans aligned with Customer Success standards
- Serve as the primary point of contact for customer relationship management
- Support preparation and delivery of Business Reviews and status updates
Adoption, Health & Retention
- Monitor customer health, usage, and engagement indicators
- Identify early signs of risk and take proactive action to support retention
- Drive product adoption by sharing best practices and relevant use-case guidance
- Support renewal readiness through consistent value delivery and customer engagement
Customer Advocacy & Collaboration
- Represent customer needs internally and coordinate with Support, Services, and Sales teams
- Support renewal and expansion motions by identifying customer needs and opportunities
- Ensure effective handoffs and follow-ups across the customer lifecycle
Coaching & Informal Leadership
- Provide guidance and day-to-day support to Customer Success Representatives or newer team members
- Share best practices and contribute to team knowledge and execution consistency
- Act as a role model for Customer Success execution discipline and customer engagement quality
Operational Excellence
- Maintain accurate customer records, activity tracking, and health status in CRM and Customer Success systems
- Adhere to defined Customer Success processes, playbooks, and reporting requirements
YOU MUST HAVE
- 4+ years of experience in Customer Success, Customer Support, Services, or Account Management roles
- Strong customer communication and relationship-management skills
- Ability to manage multiple customer engagements independently
WE VALUE
- Bachelor's degree or equivalent experience
- Experience with recurring-revenue, subscription, or services-based business models
- Familiarity with Customer Success tools, CRM systems, and customer health concepts
- Experience supporting renewals or expansion activities
Scope & Complexity
- Functions as a senior individual contributor
- Manages moderately complex customer relationships
- Exercises judgment within established Customer Success processes and guidelines
- Influences outcomes through execution quality and customer engagement
The annual base salary range for this position in California and New York (excluding most major metropolitan areas), Colorado, Connecticut, and Hawaii is $100K - $140K. For Washington and most major metropolitan areas in New York & California, the annual base salary range is $110K - $150K. Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations.
This position is incentive plan eligible.
Honeywell Technologies is a global, pure-play automation company with a legacy of innovating to help solve the world's most mission-critical challenges, enhancing the quality of life for people and communities around the world. We serve the building, industrial, and process sectors with a broad portfolio of services, solutions, and products, underpinned by our Honeywell Technologies Accelerator operating system and Honeywell Technologies Forge intelligence layer.
By combining the deep domain expertise of our more than 50,000 employees with decades of data from our global installed base, we are uniquely positioned to lead the industrial sector's transition from automation to autonomy.
Honeywell Building Automation (BA) is a leading global provider of products, software, solutions, and technologies that enable building owners and occupants to ensure their facilities are safe, energy efficient, sustainable, and productive. BA products and services include advanced software applications for building control and optimization; sensors, switches, control systems, and instruments for energy management; access control; video surveillance; fire products; and installation, maintenance, and upgrades of systems.
Revenues in 2022 for BA were $6B and there are approximately 18,000 employees globally.
In addition to a competitive salary, leading-edge work, and developing solutions…
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