Customer Success Manager

The role

The Customer Success Manager will help customers achieve desired outcomes with Sweep. This role involves driving adoption, retention, and expansion through technical knowledge, project management, and consultative communication.

What you will do

• Serve as the primary post-sale contact for customers.
• Manage onboarding, implementation, and ongoing success.
• Develop success plans, business reviews, and performance metrics.
• Maintain and renew customer contracts on a yearly basis.
• Identify and convert upsell and expansion opportunities.
• Build understanding of customer Salesforce architecture, GTM processes, and data structure.
• Configure and optimize Sweep within Salesforce environments.
• Provide hands-on technical guidance during rollout.
• Partner with Product and Engineering teams to surface customer feedback, use cases, and feature requests.

Required qualifications

• 3+ years of experience in Customer Success, Salesforce consulting, or technical account management in a B2B SaaS company or SI.
• Expertise in Salesforce CRM, including automation, workflows, reporting, and integrations.
• Proven success driving adoption and value realization in complex, data-driven environments.
• Strong communication, problem-solving, and stakeholder management skills.
• Comfortable leading technical conversations with admins, ops leaders, and executives.

About the company

Sweep is the agentic layer for enterprise systems where teams and metadata agents plan, change, and govern systems. It is a fast-growing, venture-backed startup supported by Insight Partners and Bessemer Venture Partners.