Customer Success Manager

It's fun to work in a company where people truly BELIEVE in what they're doing!

Fullsteam is a leading provider of vertical software and embedded payments technology dedicated to helping businesses flourish by providing their customers with seamless experiences. With a dynamic and growing team of over 1,900 employees, we are committed to driving innovation and delivering best-in-class software and payment solutions that empower small and medium-sized businesses across numerous industries. Our purpose is to help our customers grow their businesses and delight their customers.

Join us and be a part of a forward-thinking company that values growth, excellence, and the success of our clients.

The Rubicon Group, part of the Fullsteam organization, provides cloud Enterprise Resource Planning (ERP) software specifically tailored to meet the needs of the industries that we serve. Our ERP software has been trusted by some of the top companies in the electrical, rigging, wire, and rope industries. We have a proven track record of success and are committed to helping our clients achieve their business goals.

We are seeking someone that is passionate about providing exceptional customer support to join our client services team as a Customer Success Manager
. This role is based in our Oak Brook, IL office, with a eligibility for hybrid work options after completing probationary period of service or pending manager review. You will be responsible for providing exceptional support to customers, ensuring a positive experience with our cloud-based ERP solution. You will develop a comprehensive understanding of the system, assisting customers with inquiries, troubleshooting complex issues, and guiding them through system functions and product features.

Additionally, you will facilitate change requests and work to resolve any challenges related to system access or usage, all while ensuring customer satisfaction.

Primary Responsibilities:

• Own end-to-end customer relationships, acting as the primary post-sale contact and trusted advisor.
• Drive customer retention and reduce churn by proactively monitoring account health, identifying risks, and executing intervention strategies.
• Influence renewals and revenue growth by demonstrating ROI, identifying expansion opportunities, and partnering with Sales on account strategy.
• Lead onboarding and value realization, ensuring customers achieve intended business outcomes and time-to-value milestones.
• Proactively drive product adoption and expansion readiness through usage insights, success planning, and ongoing enablement.
• Coordinate cross-functional support and issue resolution, advocating for customers while leveraging Support and Product teams for technical needs.
• Track, analyze, and report on customer success metrics (e.g., retention, adoption, health scores) to inform actions and improve outcomes.
• Consult with end users to determine needs and specification requests, analyze, troubleshoot, and document issues as they arise.
• Creates formal business cases by working with customers to understand their needs and translating those into development change requirements. Serves as liaison between customer and developer to ensure customer's needs are met. May participate in upgrade testing and training.
• Assist customer with questions, set-up and 1:1 troubleshooting via phone, video conferencing, or email in a timely manner.
• Implement individual areas of the system during onboarding and after a customer has been live.
• Manage Support Tickets via our ticket tracking system to ensure customers are kept up to date on ticket statuses and provides timely resolutions.
• Consult and train customers on the use of software products and systems that we develop.
• Maintain a comprehensive understanding of the company software.
• Contribute ideas for improvements and enhancements for new features are implemented into the system.
• May be involved in Beta testing of new software features as they are released. Contribute to the design and development of analysis of system after testing. Review documentation and recommend new techniques and improvements to design and process flows and procedures.
• Maintains client…