Customer Success Account Manager
Job in
Berkeley, Alameda County, California, 94709, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Customer Service/HelpDesk
Customer Success Mgr./ CSM, Account Manager, Client Relationship Manager
Job Description & How to Apply Below
Key Responsibilities
- Serve as the primary point of contact and advocate for assigned accounts.
- Handle routine customer inquiries with standardized solutions while escalating complex issues as needed.
- Coordinate with sales, support teams, and UPS operations to deliver supply chain solutions.
- Proactively engage existing customers to enhance value and prevent churn.
- Conduct periodic, mostly virtual customer check-ins and performance reviews to assess satisfaction and identify improvement areas.
- Identify low-touch upsell opportunities and guide customers to resources for additional value.
- Develop strategies for upselling / cross‑selling opportunities to drive account growth.
- Drive product adoption and educate customers on products and services.
- Manage a large portfolio of lower‑tier accounts with a focus on efficiency and scalability.
- Monitor customer health metrics to measure satisfaction and prevent churn.
- Update UPS DRIVE with retention data, planning next steps for churn prevention / growth.
- 0–4 years in customer success, support, or related customer‑facing roles.
- SMB account management experience.
- Ability to manage multiple customer engagements through strong organizational skills.
- Data‑driven mindset.
- Excellent written communication skills.
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