Customer Success Manager (Americas)
Float.com, United States

Float is the world’s leading software for teams to plan their time. Launched in 2012, we’ve grown every year since and remain proudly independent, self-funded, and profitable. We’re a team of 50 working 100% remotely, and you’ll be partnering with team members based globally, including Australia, Mexico, Italy, Nigeria, Canada, and the USA.

Hear what our team has to say by browsing our blog or reading our Glassdoor reviews. Check out what our customers think of Float from our G2 reviews.

We’re on a scale-up journey, seeking people who thrive in this stage, given the autonomy and the opportunity to do the best work of their career.

Mid-market teams (101 to 1,000 people) are our fastest-growing customer segment, and we’re the leading solution to serve their resource planning needs. We’re fortunate to have a product that our customers love, find easy and intuitive to use, and many are growing and expanding their usage of Float across teams within their organization.

That’s where our Customer Success team comes in - they help our customers get the most value out of Float by helping them onboard and train new users, establish workflows, and transition data from their previous processes, all while creating long-term plans to help our customers achieve their business needs.

We’ve supported notable names of people planners, including teams like Atlassian, Edisen, and Stripe. With the relationships we’ve built with our customers, we’ve also influenced product strategy. For example, we recently released key features our customers have been asking for, like an in-app Timer and custom Views shared across teams, with more exciting updates on the roadmap.

We’re focusing on making sure the value that Float brings to our customers’ business is crystal clear and ensuring they understand how we’ll support their business as they grow with Float. Retention is a 2024 company-wide objective at Float, and the Customer Success team is currently focused on churn prevention and building a more proactive churn management approach. Alongside retention, we’re working to establish playbooks to identify expansion opportunities and support our customers’ internal growth. For example, identifying triggers for when to suggest turning monthly subscriptions into annual.

With continual growth, a talented team, and strong data and process foundations, this is an exciting time to join the Customer Success team at Float.

Emily, a Customer Success Manager at Float and the Hiring Manager for this role, explains the important role you will play within our Customer Success team.

Watch this video here.

In collaboration with Emily and the team, you’ll work to build up your book of business from our sales-assisted customers. They are handed off from the sales team to begin their onboarding and training encompassing the first 90-days.

You’ll be a Float expert, contributing to our onboarding toolkit which is the foundation of how we train our customers, and continue to create content to cover lifetime support. Retention and CSAT are some of the key metrics we track, this helps prioritise where we spend our time with customers.

Early on, you’ll focus on:

• Becoming an expert in the Float product
• Understanding the needs of our customers
• Learning about Resource Management and what it looks like for our customers
• Following along with the onboarding toolkit and identifying content to add
• Meeting with new customers for onboarding kickoff and scheduling ongoing training for growing teams

And once you’re settled in, we’d love to see your impact by:

• Meeting team goals for retention, account growth, and customer health
• Growing your own book of business and owning your client relationships
• Creating content to help customers be successful within their organizations (i.e. a webinar highlighting newly released features, training on how to train their team members, a rollout timeline for them to share with their team)
• Contributing to playbooks to support expansion and retention
• Proactively reaching out to customers with declining usage
• Recognizing churn risks and mitigation techniques

We want you to love your work and believe these experiences and skills will allow you to succeed:

• Experience in Customer Success working with mid-market customers for a B2B SaaS product, encompassing early onboarding to churn and renewal management
• Comfortable training and onboarding new customers in both a high-touch experience as well scaling to support a high volume of accounts
• Familiarity with Success tools, CRMs, and workflows that help us imp

Job Rewards and Benefits