CSM II

Carrot
United States
Workplace: RemoteFull timeUSD 70,000 - 82,000Function: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Organizational skills","Proactive mindset","Solutions-oriented","Presentation"]

Own the health, adoption, retention, and growth of a book of SMB accounts, serving as the primary contact and trusted advisor for HR benefits leaders. Drive proactive account management through check-ins and business reviews, monitor CSAT, utilization, and member engagement to address churn drivers early, and support renewals while identifying expansion opportunities to grow ACV. Partner cross-functionally with Product, Implementation, Member Support, and Operations, while keeping records current in Salesforce.

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FursaFursa
Carrot
Carrot
2 days ago

CSM II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Own the health, adoption, retention, and growth of a book of SMB accounts, serving as the primary contact and trusted advisor for HR benefits leaders. Drive proactive account management through check-ins and business reviews, monitor CSAT, utilization, and member engagement to address churn drivers early, and support renewals while identifying expansion opportunities to grow ACV. Partner cross-functionally with Product, Implementation, Member Support, and Operations, while keeping records current in Salesforce.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Own the health, adoption, retention, and growth of a book of SMB accounts as the primary point of contact for HR benefits leaders.
  • •Run regular check-ins and business reviews to align on goals, track performance, and course-correct proactively.
  • •Monitor and act on success metrics (CSAT, utilization, member engagement) to identify risks and address churn drivers early.
  • •Support the renewal cycle and drive on-time close and strong retention outcomes across the account book.
  • •Identify and pursue expansion/upsell opportunities to contribute to ACV growth, partnering with Product, Implementation, Member Support, and Operations; maintain account records in Salesforce.

Pay and Benefits

Salary: USD 70,000 - 82,000
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kParental Leave

Key Requirements

  • •3+ years of experience in customer success, account management, or customer support in a high-growth technology environment.
  • •Track record managing a book of business with strong retention and customer satisfaction outcomes.
  • •Comfort presenting to HR benefits leaders with clear, empathetic communication that balances customer needs and internal priorities.
  • •Proficiency with Salesforce (or another CRM).
  • •Bachelor’s degree and strong organizational, proactive, solutions-oriented skills.
Experience:3+ yearsHigh-growth technologyCustomer successAccount managementCustomer supportCRM
Education:Bachelor's
Skills:CommunicationOrganizational skillsProactive mindsetSolutions-orientedPresentation
Languages:English
Tech Stack:SalesforceCRM

Company Brief

Carrot
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Industry: HealthTech
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