Customer Success Manager

About Us

SPOTIO was founded in 2014 and is a privately held company based in Addison, Texas. We are recognized as a leading field sales engagement platform that helps thousands of sales professionals worldwide increase activity, grow their pipelines, provide visibility, and achieve sales goals. We are ranked #1 on G2 reviews and named one of Dallas‑Fort Worth's Best Places to Work by the Dallas Business Journal in 2025 and six times overall.

The primary purpose of the Customer Success Manager role at SPOTIO is to ensure customers are achieving their desired outcomes and helping them derive value from the platform. The Customer Success Manager's responsibilities include understanding customer pain points, providing them with the appropriate solutions, assisting with technical support and training, and guiding them in maximizing the software's utilization based on the customer's business needs.

By focusing on customer satisfaction and education, contributing to customer retention and the continued usage of SPOTIO's services.

• Maintain a 98% customer retention rate
• Proactively manage at‑risk accounts to mitigate early‑term and non‑renewal churn.
• Churn should never be a surprise - leverage asking the Hard Questions regularly to keep correct status & sentiment for your account base
• Identify and understand key churn indicators, taking preemptive action when necessary.
• Execute internal renewal process
• Identify upsell/expansion opportunities
• Understand & manage key expansion indicators

• Manage appropriate cadence call expectations & executive business review (ERB) expectations
• Maintain a regular E  schedule - attended by customer decision makers
• Manage and engage at risk customers
• Understand & manage key account health indicators
• Review core features for value drivers & non use
• Use adoption information for customer syncs
• Complete regular account health checks on customer base

• Customer Success team members are expected to be product experts
• Understand the product functionality and applicable customer use cases
• Lead Trainings for all customer role types as needed

• Updating Catalyst to ensure our system of record is current
• Maintain task management and note keeping on all customer accounts & playbooks
• Maintain data integrity for Catalyst on all customer reporting fields
• Ensure processes that are in need of updating or creating are completed

• 3+ years of experience in customer success, account management, or a related field
• Bachelor's degree in business administration, marketing, communication, or a related field.
• Excellent communication skills, both verbal and written, with the ability to articulate complex ideas clearly and concisely.
• Demonstrated ability to understand customer needs and develop creative solutions to address them.
• Strong analytical skills with experience in data analysis and interpretation.
• Ability to thrive in a fast‑paced environment and adapt to changing priorities.
• Live Dallas, Texas in order to commute to our office and commit to hybrid work on Tuesday and Wednesday

• Proficiency in CRM software (e.g., Salesforce, Catalyst) and other comparable tools for managing customer relationships and analyzing data.
• Strong leadership skills with experience managing teams or leading cross‑functional initiatives.
• Deep understanding of the field sales landscape, including competitors, market trends, and customer challenges.
• Certifications in customer success, project management, or related fields are a plus.

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Health Spending Account (HSA)
• Flexible Spending Account (FSA)
• Voluntary benefits (pet insurance, legal, accident)
• 401K with 3% company match
• 8 paid holidays
• 3 weeks of paid vacation (PTO) + sick
• $750 Learning and Development Reimbursement
• 24/7 EAP - Free Professional Counseling Services
• Access to Health Advocate

• We work in the office twice a week on Tuesdays and Wednesdays.
• This role will require occasional targeted travel (less than 25%).

• Solve For the Customer - know their…