Customer Success Manager III

About Us

First impressions matter. Task Ray is on a mission to ensure businesses get off to a great start with a flawless customer experience once the opportunity is marked Closed Won. Task Ray is the leader in post-sale work management in the Salesforce ecosystem. We help companies make the transition from sales to customer success frictionless, driving greater efficiencies and creating unmatched customer experiences – all within Salesforce.

We look for team members who share our values and bring them to life in their own ways. If these resonate with you, Task Ray could be the place for you.

Cultivate authentic connections with customers, partners, and each other. We believe in a customer-first mindset across everything we do, continuously learning and focusing on the ‘We’ rather than the ‘I’.

We are transparent, sharing information and feedback freely. We infuse every action with honesty, fairness, and respect for customers and colleagues alike. We do the right thing, even when no one is watching.

We have high expectations and expect high performance of ourselves and our teams. We constantly look to innovate and improve, unleashing our creativity and persistence to find solutions and deliver exceptional results.

We love what we do and bring our best selves to work every day. We show up as real human beings who speak from the heart, value others’ contributions and invest in each other’s growth.

As a Customer Success Manager at Task Ray, you will own and drive Mid-Market customer outcomes, satisfaction, and long‑term success. This is not a reactive role. We are looking for a proactive, strategic CSM with a challenger mindset who builds and executes success plans aligned to customer business goals and Task Ray value drivers, drives adoption through structured cadences, and delivers measurable results.

Given the integrated nature of our solution, you will lead with strong discovery and influence, driving progress even with limited visibility into a customer’s environment. You will proactively assess risk, close gaps, and coordinate internal resources while remaining accountable for next steps and outcomes. We value grit, ambition, and teamwork, and seek a CSM with a proven track record of delivering results in complex, technical customer environments.

• Own and drive end‑to‑end customer success plans aligned to Task Ray value drivers and customer business outcomes
• Establish customer cadences and deliver Business Reviews (QBRs/EBRs) that demonstrate ROI, progress, and outcomes
• Proactively assess account health and risk, identifying early warning signals (usage trends, adoption gaps, stakeholder changes, project slippage, sentiment) and leading mitigation plans
• Coordinate internal teams as needed, while remaining responsible for next steps, execution, and follow‑through
• Fully own and execute retention strategy across book of business
• Partner closely with the Account Manager, ensuring success outcomes and customer alignment support renewals and expansion opportunities

• Manage a book of high‑value strategic accounts and deepen relationships to drive adoption and long‑term success
• Build trusted advisor relationships with customer stakeholders by guiding best practices and long‑term evolution of Task Ray usage
• Develop and nurture champions and broaden organizational buy‑in across multiple stakeholders
• Stay informed on customer industry trends, challenges, and evolving use cases to drive strategic recommendations

• Build and execute strategic account plans aligned to KPIs, Managed Success Plans, and customer outcomes
• Use cadence calls and Business Reviews to define mutual success plans and clear action plans
• Run strategic adoption plays to increase adoption of existing and new features and reinforce long‑term value

• Partner with Account Managers to support renewals and identify expansion opportunities through demonstrated value and adoption
• Partner with Solutions Consultants to align on technical needs and drive…