Portless Logo

Portless

Customer Success Manager

Posted 2 Days Ago
Remote
Hiring Remotely in United States
Mid level
Remote
Hiring Remotely in United States
Mid level
Own a portfolio of merchants across adoption, value realization, expansion, and renewal. Lead success plans, monitor operational KPIs, conduct business reviews, identify upsell opportunities, mitigate churn risk, manage escalations, and advocate for customers across Operations, Product, and Engineering. The role requires fulfillment or e-commerce expertise, analytical ability, executive communication, and experience driving customer growth and retention outcomes.
The summary above was generated by AI

About Portless

Portless is a dynamic and innovative 3PL provider revolutionizing how businesses manage their Direct Supply Chain. We help merchants deliver a seamless post-purchase experience through fast, reliable fulfillment and logistics—so they can grow with confidence.

About the Role 

As a Customer Success Manager, you will own a portfolio of merchants and drive the full customer success flywheel: Adopt → Realize Value → Expand → Renew with Confidence This is not a "ticket routing" role. You are a strategic partner in your merchant's growth. You will be accountable for customer outcomes by proactively driving adoption, identifying paths to improve operational performance, and introducing services that deepen value. You will bridge the gap between merchant goals and operational reality, ensuring our delivery is both successful and scalable.

What You’ll Own (Responsibilities)

1. Adoption & Enablement

  • Lead Post-Launch Success: Ensure merchants reach operational "go-live" and early stability through rigorous success plans.
  • Drive Feature Adoption: Align merchant objectives with Portless capabilities to ensure they are utilizing the full potential of our platform.

2. Value Realization & Outcomes

  • KPI Operationalization: Define success for each account (speed, cost, delivery experience) and translate it into measurable performance metrics.
  • Proactive Health Monitoring: Use leading indicators like volume trends and exception rates to prevent issues before they impact the merchant.
  • Strategic Business Reviews: Lead MBRs/QBRs that prove value and align on priorities for the upcoming quarter.

3. Expansion via Services & Upsells (Expand)

  • Outcome-Driven Solutioning: Identify opportunities to improve merchant growth through value-added services such as order protection and inventory financing.
  • Build Business Cases: Conduct discovery and scope solutions that demonstrate clear ROI for the merchant.
  • Repeatable Expansion Plays: Contribute to internal playbooks for service-led growth.

4. Renewal & Risk Leadership

  • Forecasting & Mitigation: Identify churn risks early and build internal alignment to deliver risk mitigation plans.
  • Escalation Management: Act as the senior point for complex concerns, driving root cause identification and corrective actions.

5. Cross-Functional Leadership

  • Internal Advocacy: Be the "voice of the merchant" while balancing operational constraints; drive accountability across Operations, Product, and Engineering.
  • Feedback Loops: Identify recurring friction and provide structured feedback to the Product team to influence the roadmap.

Success Metrics (What “Good” Looks Like)

  • Retention: Gross Retention Rate and Churn Risk Reduction.
  • Adoption: Achievement of early-stage adoption milestones.
  • Growth: Service attach rate and influenced upsell pipeline.

Qualifications

  • Fluent in English: Exceptional written and spoken communication for an executive audience.
  • 3+ Years in Customer Success: Proven experience owning renewals and growth outcomes in a relatable AM/CS role.
  • Domain Expertise: Strong fulfillment, shipping, or e-commerce operations knowledge (3PL experience strongly preferred).
  • Analytical Mindset: Able to interpret operational data, find trends, and turn insights into action plans.1
  • Selling Comfort: Experience with services-led discovery and value articulation.

Values & Ways of Working

  • Extreme Ownership: A "Merchant-First" mentality with a kind-and-caring team orientation.
  • Judgment & Precision: Knows when to be strategically bold and when to be operationally precise.
  • Scalability: Focuses on building repeatable systems rather than one-off heroics.6

Ideal Candidate Profile 

You are tired of "surface-level" CS roles and want to own the entire lifecycle of a physical product’s journey. You are a systems-thinker who hates "one-off heroics" and would rather build a playbook that solves a problem for 100 merchants at once. You are strategically bold enough to challenge a merchant's assumptions but operationally precise enough to ensure their packages arrive on time.

Similar Jobs

Yesterday
Remote
142K-193K Annually
Mid level
142K-193K Annually
Mid level
Artificial Intelligence • Cloud • Consumer Web • Productivity • Software • App development • Data Privacy
Owns post-sale relationships for a portfolio of B2B SaaS customers, driving adoption, value realization, retention, renewals, and net revenue retention. Builds strategic stakeholder relationships, develops mutual success plans, leads business reviews and renewal conversations, identifies customer risks, and coordinates cross-functional mitigation and growth strategies. Uses customer data, product usage, sentiment, and business context to prioritize actions and improve outcomes.
Top Skills: B2B Saas
16 Days Ago
Remote or Hybrid
95K-125K Annually
Senior level
95K-125K Annually
Senior level
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Manage customer onboarding, training, adoption, retention, and growth for the Falcon Shield SaaS security platform. Build trusted relationships with security teams, understand business objectives, create measurable success plans, conduct strategic reviews, demonstrate product value, and advise on SaaS security posture and architecture. Collaborate with Product and R&D teams on customer feedback and feature improvements while using AI technologies to improve workflows and decision-making.
Top Skills: Ai AgentsCrowdstrike FalconFalcon ShieldIdentity And Access Management (Iam)Large Language Models (Llms)Saas Security Posture Management (Sspm)
19 Days Ago
Easy Apply
Remote
Easy Apply
133K-183K Annually
Senior level
133K-183K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services
Own and grow strategic relationships with large Canadian merchants. Develop multi-year account plans, negotiate contracts and pricing, analyze partner performance, identify growth opportunities, and coordinate Product, Technical, Credit, Analytics, Marketing, and Risk teams. Manage customer health, retention, adoption, and business outcomes while influencing executive stakeholders and driving complex commercial initiatives.
Top Skills: AIBi ToolsSaaSSalesforce

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account