Customer Success Manager, Invoca
$77.5-95k
+ Stock Options + Bonus Potential
AI-powered conversation intelligence platform
Be an early applicant
AI-powered conversation intelligence platform
201-500 employees
Be an early applicant
$77.5-95k
+ Stock Options + Bonus Potential
201-500 employees
Company mission
To enable revenue teams to turn conversation data into automated action to enhance every digital touchpoint and human interaction, leading to better experiences, more conversions, and higher revenue.
Role
Who you are
- 2+ years of Customer Success or Account Management experience in B2B SaaS
- 2+ years working with enterprise software, preferably in Financial Services or Home Services
- Strong project management skills, with experience prioritizing competing initiatives
- Ability to consult and communicate effectively with all levels of an organization
- Passion for AI-driven technology and how it transforms customer engagement
- Background in digital marketing, advertising technology, or performance marketing, with an understanding of how marketers optimize customer acquisition and engagement
- Familiarity with Adobe Analytics, Google Ads, Sitecore, HubSpot, FullStory, or similar tools
- Experience using Salesforce, Gainsight, and other SaaS platforms
What the job involves
- The Customer Success team at Invoca serves as the trusted, strategic partner for our customers
- We are a proactive and collaborative group, obsessed with helping clients achieve their business outcomes and unlock the full value of their investment
- As the primary advocates for our customers, our work is essential to driving deep product adoption, world-class retention, and long-term, successful partnerships
- We are looking for an experienced Customer Success Manager to advise and support a portfolio of customers within the Financial Services and Home Services segment, managing $3-5M in revenue
- This individual contributor will report to the Director of Customer Success
- You will leverage both human and digital touchpoints to guide customers throughout their lifecycle—driving adoption, expansion, and retention
- This is a highly strategic and relationship-driven role where you will act as a trusted advisor, helping customers maximize their investment in Invoca’s AI-powered platform
- You will employ customer data, health indicators, and automation to deliver personalized, proactive engagement that drives business impact
- Additionally, you will collaborate with cross-functional teams to ensure customers receive the right resources at the right time
- Our goal is to empower customers with actionable insights, making their business more successful because of Invoca
- Own and manage a portfolio of customers, understanding their business goals, challenges, and opportunities to drive engagement and success
- Develop and execute strategic account plans to maximize adoption, retention, and expansion
- Employ data-driven insights and automation tools (e.g., Gainsight, Salesforce) to deliver the right message at the right time
- Act as a strategic consultant, providing best practices and solutions tailored to each customer’s needs
- Lead customer training, business reviews, and enablement sessions through email, calls, and scheduled meetings
- Proactively identify risks and opportunities, leveraging internal teams (Sales, Product, Marketing, and Support) as needed
- Advocate for customers internally, providing feedback to influence product development and innovation
- Foster long-term relationships, ensuring high satisfaction, advocacy, and loyalty
Our take
Invoca is an AI-powered call tracking and conversational analytics platform enabling marketing, sales, customer experience, and eCommerce teams to better understand and immediately act on information consumers share via conversations, revealing exactly which campaigns are performing and delivering high returns on investments.
The company is a market leader in AI-powered conversation intelligence, serving leading consumer brands in considered purchase industries like automotive, telecommunications, healthcare, financial services, and real estate. It has continued to add new new capabilities throughout the years since its 2008 founding, to further help brands drive more efficient marketing, faster revenue growth, and better experiences in an increasingly challenging economy.
Through funding raised from several investment organisations, including Silver Lake Waterman and Kingfisher Investment Advisors, the startup has now been branded a Unicorn and is in a prime spot for further growth. Its priority has been to invest in product innovation through both organic development and acquisitions. Also, its recent arrival on Google Cloud Marketplace marks a milestone in the company's growing collaboration with Google, allowing joint customers to power more effective media strategies even more easily as they strive for revenue growth.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
5% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Jun 2022
$83m
SERIES F
Oct 2019
$56m
SERIES E
Total funding: $199.8m
Company benefits
- Paid Time Off - 20 days off for all full-time employees, plus 15 paid holidays, 10 days compassionate leave, 3 days volunteer time and more
- Medical, Dental and Vision Coverage
- Mental Well-being & Employee Assistance Program
- Paid Family/Medical Leave - up to six weeks 100% paid leave for baby bonding, adoption, and caring for family members, and up to twelve weeks 100% paid leave for one’s own medical leave
- Invacation (Sabbatical) - an additional week of PTO along with a bonus after seven years of service
- Wellness Subsidy - for gym membership, fitness classes, etc.
Company HQ
Santa Barbara Downtown, Santa Barbara, CA
Leadership
Colin Kelley
(Co-Founder & CTO)Previously worked as the CTO at CallWave and as a Software Architect at Unisys / Pulsepoint.
Rob Duva
(Co-Founder)Co-Founder of Fin & Field. Previously worked at CallWave in multiple roles, including Senior Product Manager and the Director of Customer Acquisitions.
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