Hybrid Customer Success Manager

Posted 4 hours ago

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About the role

  • Customer Success Manager managing a portfolio of customers using a scaled, one-to-many engagement model at Tapcheck. Driving success through proactive digital-first support and automation.

Responsibilities

  • Own a book of digital and core accounts and support their full post-sale journey using email campaigns, in-app messaging, and resource-driven content
  • Deliver onboarding and support at scale, ensuring timely employee registration, usage milestones, and successful first pay periods
  • Track customer progression through key stages and proactively address stalls, risks, or signals of churn using digital playbooks
  • Monitor inbound tickets and ensure fast, effective responses using automation and macros where possible
  • Coordinate with Support and Ops to reduce resolution time and improve experience during early lifecycle stages
  • Drive early value through a balance of education, self-service enablement, and responsive support
  • Monitor behavior across employee registration, transfer patterns, and support usage to identify friction points or disengagement
  • Use data to identify trends in churned employee counts and work cross-functionally to address root causes
  • Regularly evaluate messaging, content, and workflow effectiveness to improve retention at scale
  • Collaborate with Sales and internal stakeholders to support account expansion and renewals
  • Help design and improve webinars, help center content, onboarding templates, and proactive lifecycle messaging
  • Partner with internal teams to refine segment-specific journeys and touchpoints based on evolving data and needs

Requirements

  • 2-4 years in Customer Success, Implementation, or a scaled digital success role
  • Proven experience managing high-volume books using automation, digital tools, or customer marketing tactics
  • Strong data analysis skills and comfort working with success metrics and customer engagement data
  • Excellent communication and problem-solving skills across asynchronous and self-service channels
  • Familiarity with Salesforce, customer messaging platforms, and internal support tooling
  • Interest or experience in payroll, financial wellness, or HR tech is preferred

Benefits

  • Competitive base
  • Flexible Time Off
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401K Match

Job title

Customer Success Manager

Job type

Experience level

JuniorMid level

Salary

$75,000 - $85,000 per year

Degree requirement

No Education Requirement

Location requirements

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