Customer Success Manager

Customer Success Manager (100% Remote)

Own the end-to-end client experience across the audit lifecycle—from prospect handoff through report delivery and subsequent renewals.

What you’ll do

• Build lasting, supportive relationships across a portfolio of clients
• Guide new clients through the transition from prospect to active engagement, keeping the CRM updated at every stage
• Track audit engagement statuses in the CRM and manage ongoing engagements through their full lifecycle
• Own renewal timelines and drive client outreach for recurring engagements
• Lead onboarding calls to set clear expectations for scope, timeline, and deliverables
• Proactively follow up on outstanding client deliverables
• Respond to client questions via email, Zoom, and Slack
• Collaborate cross-functionally with internal teams and coordinate with key business partners via Slack

Qualifications

• Bachelor’s degree
• 1+ years of experience in a professional services field
• Strongly preferred: 1+ years in customer success, account management, or GRC
• Excellent client service and communication skills; demonstrated ability to develop and maintain client relationships
• Ability to manage multiple engagements and competing priorities in a fast-paced environment
• Strong time management and self-motivation
• Excellent verbal, written, and presentation skills
• Strong analytical, organizational, and project management skills
• Proficiency with Microsoft Office and other cloud-based applications
• CRM experience preferred; DocuSign is a plus
• Experience with audit readiness and compliance SaaS platforms (preferred): Vanta, Drata, Tugboat Logic, etc.

Benefits / logistics

• 100% remote, no travel required; flexible schedule
• Competitive annual salary plus commission and annual bonus incentives
• Health, dental, and vision insurance; 401(k)
• Paid holidays and time off
• Company laptop and home office equipment as needed
• Annual bonus