Hybrid Digital Customer Success Manager – Grants

Posted 38 minutes ago

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About the role

  • Digital Customer Success Manager enhancing engagement for a high-volume portfolio at Euna Solutions. Focusing on operational efficiency, automation, and maintaining customer success for over 300 accounts.

Responsibilities

  • Manage a High-Volume Portfolio
  • Own the health and success of over 300 accounts across one or more Euna product lines
  • Monitor customer health signals at scale using Totango and Salesforce to identify risk, engagement trends, and expansion opportunities
  • Triage and prioritize accounts based on health scores, renewal timelines, and product usage data
  • Maintain accurate and up-to-date customer data across CS platforms
  • Execute Digital Engagement Campaigns
  • Design and execute multi-touch outreach campaigns (email, in-app, etc) targeting customer segments by product, lifecycle stage, or health status
  • Contribute to customer newsletters, product update communications, and event invitations
  • Manage campaign calendars and coordinate timing across product lines and customer segments
  • Track engagement metrics and iterate on messaging to improve open rates, response rates, and conversion
  • Drive Value & Support Customer Outcomes
  • Support customers in achieving product adoption milestones and value realization goals
  • Identify upsell and cross-sell signals and surface qualified opportunities to the Sales team
  • Respond to customer inquiries efficiently, leveraging templates, knowledge base resources, and automation where appropriate
  • Support the execution of customer success plans for key accounts in your portfolio
  • Escalate & Resolve Issues
  • Serve as the first line of awareness for customer issues surfaced through digital channels, health score changes, or direct outreach
  • Escalate complex product, technical, or relationship issues to the appropriate internal teams promptly and with clear context
  • Track escalation status and ensure timely resolution, following up with customers to close the loop
  • Partner with Support, Implementation, and Product teams to address systemic issues affecting multiple customers
  • Maintain Operational Excellence
  • Maintain clean, complete, and reliable customer data in Totango and Salesforce
  • Document customer interactions, outcomes, and follow-up tasks consistently
  • Contribute to the development and refinement of scalable playbooks, templates, and digital engagement frameworks
  • Track and report on portfolio-level KPIs including health score trends, campaign engagement, escalation volume, and renewal risk

Requirements

  • 2+ years of experience in Customer Success, Account Management, or a related customer-facing role, ideally in a SaaS environment
  • Experience managing a large book of business (200+ accounts) with a tech-touch or digital-first model
  • Strong data literacy - comfortable working with CRM and CS platform data to identify trends and prioritize actions
  • Excellent written communication skills with experience crafting customer-facing emails, campaign content, or newsletters
  • Highly organized with the ability to manage competing priorities across a high-volume portfolio
  • Experience with CS tools such as Totango, Salesforce experience a plus
  • Public sector or government technology experience is a plus, but not required
  • A genuine curiosity about AI tools and enthusiasm for using them to work smarter

Benefits

  • Competitive wages
  • Wellness days
  • Community Engagement Committee
  • Flexible workday
  • Health and dental benefits
  • Culture committee

Job title

Digital Customer Success Manager – Grants

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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