Customer Success Manager, 8am
$54-70k
The salary range for performing this role outside of the US / Austin / California may differ.
Professional business platform for client-focused professionals
Be an early applicant
Professional business platform for client-focused professionals
501-1000 employees
Be an early applicant
$54-70k
The salary range for performing this role outside of the US / Austin / California may differ.
501-1000 employees
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.
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
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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