Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Customer Success Manager, Mid-Market image - Rise Careers
Job details

Customer Success Manager, Mid-Market

Description

Are you an experienced Customer Success professional looking for a challenging opportunity to join a fast-paced company that values professional growth and values your input? Look no further! Workiz, a dynamic and rapidly growing organization, is seeking a Customer Success Manager to join our team. With a start-up mentality and limitless potential, Workiz offers a supportive and driven work environment where you can excel while having fun. 

Responsibilities

  • Develop and maintain strong relationships with a broad portfolio of strategic customers, serving as their trusted advisor and main point of contact.
  • Understand and align with customers' business objectives, providing guidance on how Workiz can best support their goals.
  • Proactively engage with customers to understand their needs, identify areas for improvement, and recommend solutions to optimize their experience.
  • Collaborate with cross-functional teams, including Onboarding, Product, and Support, to address customer needs, resolve issues, and drive customer satisfaction.
  • Identify and capitalize on upsell and expansion opportunities within existing accounts.
  • Serve as an escalation point for customer issues and concerns, providing timely and effective resolution while maintaining a high level of customer satisfaction.
  • Stay up-to-date with industry trends, best practices, and competitor activities to provide valuable insights and recommendations to customers.
  • Analyze customer usage patterns and behaviors to identify at-risk accounts and develop targeted retention plans to mitigate churn.

This is a hybrid role working 3 days in office/2 days remote and is open to candidates in the San Diego and Austin areas only.


Requirements

Minimum Qualifications:

  • 2+ years of Customer Success or Account Management experience, preferably in a SaaS environment.
  • Strong experience and proficiency in working with Customer Relationship Management (CRM) software, preferably HubSpot.
  • Exceptional multitasking abilities, time management skills, and effective communication (both verbal and written).
  • Demonstrated success in building rapport with customers across different levels, primarily through email and phone interactions.
  • Strong work ethic and adaptability to thrive in rapidly changing environments.

Bonus Points:

  • A bachelor's degree in a relevant field such as Business Administration or a related discipline.
  • In lieu of a degree, equivalent work experience in a customer-facing role within the industry will be considered.

Our Tech Stack
None
Why Join Workiz?

As a trailblazing SaaS company in the field service industry, we're at the forefront of change, driving success in one of today's most resilient and rewarding sectors. Our all-in-one platform empowers field and home service businesses with tools to streamline scheduling, dispatching, invoicing, and customer communication – all in one place.

We’re looking for talented individuals who are excited to join our mission of making field service a breeze. Here is a glimpse into what it means to be a part of the Workiz team: 

Collaborative Environment: We nurture a culture of collaboration and support, where ideas are highly valued, and teamwork is fundamental.

Dynamic Growth: Join a company on the fast track, experiencing exhilarating growth, perpetually evolving, and driving change.

Impactful Contributions: Witness the direct impact of your efforts on the success of our customers and the advancement of field service business management. At the end of the day, it’s all about the people. Our customers are at the heart of everything we do.

We focus on empowering our team members, valuing each as a long-term investment. Emphasizing the importance of ongoing growth, we are dedicated to nurturing and training individuals, enabling them to exceed expectations in both skills and responsibilities. 

Why You’ll Love Being a Workizer:

  • Fuel your passion (and have a blast doing it!): You won't just use a product you believe in, you'll work alongside a team that makes every day exciting!
  • Collaborative Excellence: We foster a culture of teamwork where exceptional achievers and quick learners can thrive. Together, we deliver impactful results.
  • Speak your mind! At Workiz, there are no bad ideas. We thrive on diversity of thought and love to see innovation take flight.
  • Celebrate the culture: Our team is a vibrant mix of backgrounds and experiences. Embrace the richness and learn from each other.
  • Work-life balance: Find your perfect rhythm with our hybrid model - 3 days on-site and 2 days remote working.
  • We take our work seriously, but we know how to let loose and celebrate our wins!

Perks

  • Fuel Up & Unwind: We keep our kitchen stocked with top-notch coffee and a variety of snacks to energize your day. 
  • Four-Legged Friends Welcome: Bring your furry co-pilot to work and join our pack of friendly pups. 
  • Bonding Beyond Desks: We believe in building strong teams, both inside and outside the office with our office book club, catered lunches and office happy hours. 
  • Unleash Your Inner Gamer: Take a break and recharge in our game room, featuring a stocked fridge, a pool table, a dartboard, mini putting green, and gaming systems. 

Compensation and Benefits

Market-level compensation based on experience $80,000-$95,000 On-Target Earnings. 

Workiz provides a comprehensive benefits package, featuring employee stock options, Medical, Dental, and Vision coverage options, and up to a 4% match on 401k contributions.

Inclusivity Statement

At Workiz, we believe that great ideas come from anywhere. We support a collaborative environment and value open participation from individuals with different ideas, experiences, and perspectives. We believe having a diverse team makes Workiz a more interesting and innovative place to work, and we strive to make Workiz a welcoming and inclusive place for all.


Average salary estimate

$87500 / YEARLY (est.)
min
max
$80000K
$95000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs

Sophia is looking for a proactive Partner Success Associate to build and nurture university and corporate partnerships while driving partner engagement and retention remotely.

Photo of the Rise User
DoorDash USA Hybrid New York, New York, United States
Posted 2 days ago

Lead and inspire the North American Customer Success team at DoorDash to maximize client satisfaction and business growth through strategic account management.

Photo of the Rise User
Octagon Hybrid Stamford, Connecticut, United States
Posted 5 days ago

Support a leading sports marketing team by managing golf partnership activations and events for a major technology client, gaining valuable industry experience.

Photo of the Rise User
Posted 13 days ago

A dynamic Junior Account Manager role at Infopro Digital supporting client accounts across the Americas by promoting automotive data solutions and ensuring customer satisfaction.

Photo of the Rise User
Posted 13 days ago

Lead dynamic client relationships and drive growth as Director Client Success with R1 RCM, a leading healthcare revenue cycle technology provider.

Photo of the Rise User

Lead Gravie's ICHRA Account Management and Implementation teams to drive exceptional client experiences and scalable operations in a high-growth environment.

Photo of the Rise User

Experienced pharma agency professionals are invited to contribute their digital marketing and account management skills to Avalere Health’s mission-driven team as a Senior Account Executive.

Posted 14 days ago

Lead Amplify’s Renewals Team to optimize renewal processes and drive retention in the K-12 education sector while collaborating cross-functionally in a remote role.

Photo of the Rise User
AngelList Hybrid New York City, NY
Posted 12 days ago

AngelList is looking for a Customer Relations Lead to manage a team supporting venture fund managers operationally in their New York City office.

Photo of the Rise User
Posted 12 days ago
Inclusive & Diverse
Mission Driven
Collaboration over Competition
Growth & Learning

Lead strategic account management and client success as an Account Director at Degreed, focusing on enterprise retention and value delivery in a fully remote capacity.

Photo of the Rise User
Experian Hybrid United States, United States, United States, United States
Posted 11 days ago

Senior Account Manager role at Experian to manage and grow credit card partnerships using strategic and data-driven approaches in a remote work environment.

Photo of the Rise User
Pave Hybrid New York, New York, United States
Posted 13 hours ago

Pave is looking for a Commercial Account Manager to foster customer success and growth within a dynamic, AI-driven compensation platform environment.

Seeking a remote Vendor Account Manager to manage promotional product orders, coordinate with vendors, and deliver top service for a leading talent placement partner.

MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
July 18, 2025
Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!