The Customer Success Team Lead manages CSMs, oversees customer satisfaction and retention, and drives revenue growth by implementing strategies and developing team members.
Transfr is on a mission to help create pathways to career success. Our immersive career exploration and training simulations empower learners and job seekers of all ages find the right job for them and build the skills they need to enter (or reenter) the workforce or change careers — helping them improve their quality of life.
Immersive VR experiences from Transfr have been shown in studies to deliver better learning gains than video tutorials, slide presentations, and other training methods. Learners also find Transfr experiences highly engaging and enjoyable. At Transfr, we believe the future starts with innovative workplace training and skills development. We’re building bridges between schools, workplaces, and governments to help improve training and job placement pipelines and create a better tomorrow, today.
Role Overview:
The Customer Success Team Lead is responsible for guiding and overseeing designated Customer Success Managers (CSMs) and/or Associate CSMs. This role ensures that both customer goals are achieved and strong, lasting customer relationships are maintained. The role focuses on effective people leadership and delivering exceptional customer outcomes. Additionally, the CS Team Lead is accountable for managing their own Book of Business.
Key Responsibilities:
- Lead, coach, and develop CSMs, and/or Associate CSMs, and/or Team Implementation Specialists to ensure they meet customer success targets related to retention, satisfaction, and business growth.
- Track customer health, manage renewals, and identify opportunities for upselling within the defined Team.
- Collaborate with the RVP to tailor and implement the customer success strategy to meet regional objectives.
- Oversee high-profile and strategic accounts in the region, ensuring each customer receives a personalized approach to their unique needs.
- Work with cross-functional teams to advocate for customer needs, including recommending product improvements or new features based on feedback.
Qualifications:
- Minimum of 7 years of experience in customer success or account management
- Prior people management experience is preferred
- Exceptional prioritization and organizational capabilities to manage all aspects of a $2M+/- book of business.
- Ability to work independently and manage multiple customer relationships simultaneously.
- Technically adaptive with capability to learn new solutions, features/functionality, and communicate those in a value-added way to customers.
- Adept in identifying customer risks and proactively engaging customers to equip them with solutions.
- Strong presentation, negotiation, problem-solving and analytical skills.
- Proven track record of consistently exceeding objectives - self-motivated, and driven by results.
- Willingness to travel up to 50% of the time.
Performance Metrics:
- Success of CSMs and/or Associate CSMs under their management.
- Customer health and retention within their own BoB as well as in the BoBs of team members.
- Revenue growth (through upsells and renewals) within their own BoB as well as in the BoBs of team members.
- Team customer satisfaction, measured through PL Surveys, CSAT and NPS scores.
What We Offer:
The base salary range for this position is expected to be between $100,000 - $110,000, with the actual base salary amount dependent on a number of factors, including but not limited to a candidate’s credentials, relevant experience, and primary job location. In addition to salary this role may be eligible for additional company benefits such as bonus, stock options, 401(k), paid vacation and sick time, and medical/dental/vision insurance.
In Closing:
If you're looking to make a big difference in the lives of others, we invite you to join us on our mission to make learning more intuitive and help individuals develop the skills they need for career success.
Be a part of creating pathways to prosperity by helping to develop training simulations to teach skills that lead to well-paying jobs, for all.
At Transfr, we embrace diversity because it breeds innovation. Transfr is an equal opportunity employer that participates in E-Verify committed to providing equal employment opportunities to all applicants, consultants, and employees, and prohibits discrimination and harassment of any type without regard to race, color, religion, age, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
**Must be authorized to work in the United States without restriction**
Learn more at transfrinc.com
Similar Jobs
Automotive • Cloud • Greentech • Information Technology • Other • Software • Cybersecurity
The Senior Client Trainer leads onsite and virtual installations, develops training materials, and consults on Dealertrack DMS Accounting applications, ensuring effective product utilization and dealer satisfaction.
Top Skills:
Dealertrack DmsSalesforce CRM
Healthtech • Other • Social Impact • Software • Telehealth
The Authorization Manager will oversee the authorization process for mental health treatments, ensure proper insurance coverage, develop procedures, and enhance the revenue cycle operations.
Top Skills:
EhrsGoogle SuiteSalesforceZendesk
AdTech • Artificial Intelligence • Marketing Tech • Software • Analytics
Sales Development Representatives qualify leads, educate prospects, meet sales quotas, and drive new business acquisition through effective communication and research.
Top Skills:
Lead Management SoftwareMS OfficeSalesforce CRM
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
