Customer Success Manager, SourceWhale

• Experience in a high-touch, customer-facing role within RecTech, SalesTech, or a similar SaaS environment
• Confident leading business transformation and change management initiatives
• Exceptional communication skills, with the ability to simplify complex ideas for different audiences
• Strong listening, problem-solving, and stakeholder management abilities
• Comfortable working cross-functionally in a fast-paced startup environment
• Proactive, driven, and eager to learn and develop
• We welcome applications from backgrounds such as recruitment and sales as well as customer success

Desirable

• As a Launch Manager in the Midmarket Customer Success Team, you’ll own the onboarding journey for new clients - guiding them through transformation, delivering early value, and setting them up to hit key adoption, efficiency and revenue milestones
• Reporting to the Global Midmarket Customer Success Team Manager, you’ll be part of a team with a clear mission: driving measurable success for every SourceWhale customer
• Launch Managers are specialists in driving product adoption and accelerating time to value. Through a structured, high-impact onboarding experience, you’ll ensure every customer starts strong
• Own the first 3 months of the customer lifecycle, managing 4–6 new accounts per month
• Partner with Account Executives to build tailored Success Plans aligned to each client’s goals, challenges, and definition of success
• Lead technical setup, including CRM integrations and migrations, mapping, and testing, to ensure a seamless implementation from day one
• Build strong relationships with stakeholders at all levels, including C-suite, to drive engagement and outcomes
• Deliver engaging, tailored training sessions aligned to each client’s go-to-market strategy and workflows
• Drive adoption through proactive, consistent outreach - identifying blockers early and resolving them quickly
• Track progress against success metrics and communicate updates clearly to both customers and internal teams
• Identify and act on expansion opportunities within the onboarding phase, using commercial insight to grow account value
• Provide strategic guidance and best practice recommendations tailored to each customer’s unique setup
• Collaborate closely with Account Management to ensure a seamless transition and long-term growth strategy
• Lead review sessions with key stakeholders, measuring progress against adoption, outcomes, and overall experience
• Deliver a comprehensive handover to Account Management, ensuring continuity and ongoing success
• Conduct regular on-site visits to strengthen relationships and deepen engagement

• Stage 1: Screening Interview with Talent Acquisition
• Stage 2: Hiring Manager Interview
• Stage 3: Task Interview with Hiring Manager and Head of Customer Success
• Stage 4: Final Interview with VP of Customer Success
• Ahead of the final stage, we may ask for references from previous managers or colleagues. This won’t impact your progression, and we will only contact individuals you’ve approved