Customer Success Manager, Mid-Market

The role

You will manage a portfolio of 60-75 existing customer accounts. You will work on implementation, onboarding, product adoption, and renewals while driving retention and expansion.

What you will do

• Manage a portfolio of 60-75 existing customer accounts
• Work with end-users on implementation, onboarding, product adoption, and renewals
• Review customer metrics for product adoption, client satisfaction, and customer goals
• Identify and drive opportunities for retention and expansion
• Develop advanced knowledge of the customer, product, and industry
• Contribute to internal projects to improve operational infrastructure
• Work with product and engineering teams to create new product features
• Use AI tools as part of core CSM workflow
• Apply AI across your book and workflow and share results

Required qualifications

• 5+ years of professional experience
• 3+ years in a relevant customer success management role
• Experience communicating with clients in written and verbal form
• Experience leading client-facing meetings and presentations with multiple attendees of various levels, including executives
• Passion for contributing to the customer's success with a product or service
• Competence in prioritization of time, resources, tasks, and people
• Experience quickly learning advanced technical subject matter
• Consistent, thoughtful use of AI across core CSM deliverables
• Thrives in a changing and evolving work environment
• Bachelor's degree or equivalent years of professional experience

Nice to have

• Experience producing AI-powered work others reuse or run AI-enabled improvements with measurable outcomes

Benefits

• Health, dental, and vision care for you and your family
• Life insurance
• Mental wellness coverage
• Fertility and growing family support
• Flex Time Off in addition to company-paid holidays
• Paid family leave, medical leave, and bereavement leave policies
• Retirement saving plans
• Allowance to customize your work and technology setup at home
• Annual professional development stipend

About the company

Juniper Square is an Operations Partner for private markets that unifies technology, data, and fund administration services. The company is founder-led and provides a platform for over 2,300 GPs.