Manager, Customer Activation, Mid-Market

What you'll do

• Manage, coach, and develop a team of 6–8 CSMs, overseeing onboarding, activation goals, quota performance, and CSAT.
• Build and improve activation playbooks, systems, and processes to increase team efficiency and support growth.
• Use AI tools and Salesforce dashboards to monitor customer and team performance, report results, and collaborate across departments.

What they ask for

• 5+ years of implementation, CSM, or AM individual-contributor experience with a consistent record of exceeding goals.
• 3+ years building and leading implementation or CSM teams, with a record of exceeding goals.
• Experience driving multi-product adoption, cross-sell, and upsell, and coaching teams to sell a full platform.
• Proficiency in Salesforce, Looker, and Excel; understanding of customer financial workflows, including AP/AR, spend controls, and month-end close.

Nice to have

• CPA or equivalent accounting certification, or deep working knowledge of accounting software such as NetSuite, QuickBooks, Xero, or Sage.
• Experience with financial services sales, high-growth startups, contribution profit or usage-based revenue metrics, or leading AI adoption and workflow automation.

Pay

$174K – $266K (base salary; the posting does not specify whether this range is base salary or total pay)

Tools

Salesforce, Looker, Excel, NetSuite, QuickBooks, Xero, Sage

AI focus

Build and use internal AI tools for customer and team monitoring; lead AI-driven workflow transformation and evaluate how AI can improve CSM productivity and customer outcomes.