Customer Success Manager, 8am

$54-70k

The salary range for performing this role outside of the US / Austin / California may differ.

Mid and Senior level

Remote from US

Professional business platform for client-focused professionals

Job no longer available

Professional business platform for client-focused professionals

501-1000 employees

FintechB2BInternal toolsPayments

Job no longer available

$54-70k

The salary range for performing this role outside of the US / Austin / California may differ.

Mid and Senior level

Remote from US

501-1000 employees

FintechB2BInternal toolsPayments

Company mission

To empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business.

Job

Company

Role

Who you are

This role is ideal for someone who is customer-focused, data-driven, and motivated to drive both customer and business outcomes
3+ years of experience in Customer Success, Account Management, SaaS Support, or a related customer-facing role
Experience working in digital-first or hybrid customer engagement models preferred
Strong ability to analyze customer data and translate insights into action
Proven ability to build trust and credibility with customers in remote and scaled environments
Excellent written and verbal communication skills
Strong organizational, prioritization, and time management skills
Comfortable learning and navigating new technologies and systems
Ability to work effectively in a fast-paced, evolving environment
SaaS experience required; payments, fintech, or legal industry experience preferred
Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation

What the job involves

As a Customer Success Manager at 8am, you will guide customers through every stage of the lifecycle, from onboarding and adoption to value realization, expansion, and retention
You will use data and engagement insights to proactively identify risks and opportunities, helping customers maximize the value of 8am’s solutions
In this role, you’ll drive adoption, support growth initiatives, and partner closely with cross-functional teams to improve the overall customer experience
You will also serve as a trusted advisor and advocate for your customers, ensuring their needs are represented across the organization
Guide customers through key stages of the customer lifecycle, including onboarding, adoption, value realization, expansion, and retention
Lead and support the development, execution, and monitoring of customer success plans across digital and hybrid engagement models
Proactively identify risks and opportunities through customer data, usage trends, and engagement signals
Drive customer engagement and adoption of core workflows, features, and solutions to maximize realized value
Support retention and growth initiatives by reinforcing best practices, expansion pathways, and renewal readiness
Collaborate with cross-functional teams to share customer insights and influence roadmap and programs
Serve as a customer advocate and voice of the customer within the organization
Provide consultative guidance to customers on optimizing their use of 8am solutions
Support scaled outreach and lifecycle programs, including campaigns, webinars, enablement sessions, and in-app journeys
Monitor customer health indicators, engagement levels, and success milestones
Contribute to continuous improvement of Customer Success playbooks, processes, and digital programs
Maintain timely and accurate documentation in customer success platforms and CRM systems
Serve as a brand ambassador in all customer interactions

Our take

Many professionals find their time taken up by administrative tasks and operational processes, leaving them fewer hours to focus on the work they love. 8am (formerly AffiniPay) supplies finance, payments and management software to make these processes swifter and easier, saving users precious time.

The company has a wide range of products including payments and reporting for accountants, legal case management software, and operations assistance for nonprofits. This broad scope allows 8am to serve a myriad of professionals across legal, accounting, construction, design and association.

The company has seen significant investment which has allowed it to grow, innovate and extend its suite of solutions. Its rebrand to 8am followed a series of acquisitions through which it expanded its scope - with the various products now delivered under one unified brand.

Steph

Company Specialist at Welcome to the Jungle

Insights

Led by a woman

Glassdoor (3.9)

Company

Company benefits

Wide range of affordable, company-supported medical, dental, vision, and disability plans
Reimbursements for whatever helps you bring the WOW, whether that’s health and wellness or learning
Mental health support and an Employee Assistance Program
Access to cutting-edge conferences, professional manager coaching and ongoing professional development
Bonuses and unit options as part of our total rewards packages
Team meetings, company-wide all-hands, and offsite events
Office, remote & hybrid work options

Company HQ

Davenport Ranch West, Austin, TX

Leadership

Dru Armstrong

(CEO)

Advisor for Women@Austin and Board Member at YPO. Former CEO of Grace Hill, and co-founded and was CEO at Lily Pod.

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