Customer Success Manager, SMB
About the role
Motivated, people-focused Customer Success Manager to support a portfolio of single-location and small multi-location SMB accounts, helping customers get results from the software, build partnerships, and grow relationships over time.
Responsibilities
- Be a dedicated partner for accounts, helping them solve challenges, reach goals, and get maximum value from our software.
- Take the lead on keeping customers engaged and successful, reducing churn and strengthening loyalty.
- Spot and nurture growth opportunities by building on trusted relationships and connecting customers with solutions that add value.
- Become a trusted partner to customers, linking business goals to practical outcomes with our software.
- Provide ongoing education when new features launch to ensure customers are confident and getting value from tools.
- Conduct regular business reviews that spotlight customer wins and explore what’s next.
- Partner with Sales, Support, Product, and Onboarding teams to share feedback and represent the customer’s voice.
- Handle escalations quickly and thoughtfully to maintain trust and strengthen relationships.
- Partner with happy customers to capture success stories, gather testimonials, and encourage positive reviews.
Qualifications
- 2+ years of experience in customer success, account management, or another client-facing role (SaaS or tech experience a plus)
- Proven ability to keep customers engaged, happy, and achieving their goals.
- Strong communication and relationship-building skills, with the confidence to work with both small business owners and internal teams.
- Comfort hosting on-camera meetings and delivering a professional, engaging presence with customers.
- Skilled at reading account data and translating it into steps that improve retention and drive success.
- Highly organized and able to manage multiple accounts while keeping attention to detail.
- Experience using Salesforce, Vitally, or Zoom to manage accounts and connect with customers is a plus.
Skills

About Weave
Customer communication and payments platform.
As the pace of innovation continues, it is growing more difficult to see the value of technology. Often meaningful information is inaccessible at the time it would be most beneficial. Weave threads together data, software and communication platforms to build stronger relationships at the point of contact by making valuable information instantly available in simple and intuitive formats. This delivers improved productivity, better collaboration and greater insights making it easier to meet the needs of patients and to build better business and clinical outcomes.
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