Customer Success Manager

Captivate

IQ is transforming the way companies plan, manage, and optimize sales performance. We started by revolutionizing incentive compensation management, and now we're expanding our platform to solve broader sales planning challenges. Recognized by industry analysts like Forrester and G2 and backed by top-tier investors, including Sequoia, ICONIQ, Accel, and Sapphire Ventures, we empower high-growth companies like Netflix, Figma, and Stripe with the flexibility and insights needed to drive revenue performance.

Join a talented, fast-growing team committed to solving some of the most complex and impactful problems in sales performance management.

We’re looking for a Customer Success Manager (CSM) to join our Commercial Customer Success team. This role is ideal for someone who thrives in a fast-moving SaaS environment, manages a healthy mix of strategic and high-touch accounts, and loves driving measurable business impact - not just checking boxes.

You’ll own a portfolio of mid-market customers and serve as their trusted partner - ensuring successful product adoption, renewals, and expansion through strong relationships, business acumen, and proactive account leadership.

If you’re passionate about helping customers achieve their goals, can navigate from comp admin to CFO, and are skilled in both storytelling and commercial execution, this role is for you.

Hybrid (in-office 3 days per week) – Austin, TX

Remote – Raleigh, NC, Nashville, TN, Toronto, Canada

• Own your book of business:
  Manage 45–55 mid-market accounts, driving adoption, retention, and growth across your portfolio.
• Champion customer outcomes:
  Understand each customer’s business goals and connect product adoption to measurable results and ROI.
• Tell the customer story:
  Deliver compelling QBRs and executive briefings that tie product value to business impact.
• Lead commercial conversations:
  Own renewal and expansion discussions end-to-end, collaborating with Sales, Legal, and leadership as needed.
• Own your book of business:
  Present accurate weekly forecasts to leadership, highlighting customer trends and potential impacts on business objectives.
• Build multi-threaded relationships:
  Engage across personas — from comp admins to finance leaders and executives — tailoring value conversations to each.
• Operate with ownership:
  Proactively identify risks, elevate with clear context and proposed actions, and deliver predictable follow-through.
• Advocate internally:
  Serve as a voice of the customer with Product & Engineering teams, by synthesizing and surfacing customer product feedback.
• Collaborate cross-functionally:
  Partner with Professional Services, Support, and Product to align on solutions and ensure a seamless customer experience.
• Become a product expert:
  Understand how our platform works and how it delivers value, so you can help customers translate functionality into meaningful business outcomes.
• Contribute to team growth:
  Spot patterns across accounts, surface insights that improve processes, and help scale customer storytelling and success playbooks.

• 2–4 years of experience in Customer Success, Account Management, or similar SaaS role.
• Proven success managing a high-volume, high-value customer portfolio — prioritizing effectively across varied needs and engagement levels.
• Strong commercial acumen — experienced in renewal negotiations, deal execution, and balancing customer advocacy with business goals.
• Exceptional communication and relationship-building skills, from admins to C-suite stakeholders.
• Strategic, curious, and customer-centric mindset — focused on long-term outcomes, not transactional check-ins.
• Strong organizational rigor: documentation, forecasting, and account planning come naturally to you.

• Experience supporting commissions platforms, finance-adjacent tools, or accounting solutions.
• Proficiency with popular CRMs (e.g., Salesforce) and Customer Success platforms (e.g., Churn Zero).

• (US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
• Flexible vacation days and quarterly mental health days so you can recharge
• Enjoy a one-time expense on your…