Customer Success Manager - Salesforce Quote to Cash

Are you ready to step into a role where strategic thinking meets empathetic problem-solving? At Expedite Commerce, we're on the hunt for passionate professionals who love helping customers succeed while navigating the exciting world of Salesforce-based solutions!

As a Customer Success Manager, you'll be the bridge between cutting-edge technology and tangible business impact. You’ll champion customer needs, drive value, and ensure every interaction is meaningful and results-driven. If you're passionate about turning complex challenges into clear, impactful solutions that exceed expectations, we’d love to connect with you!

What’s in store for you?

• Be the voice of the customer: Listen intently, empathize deeply, and translate business needs into impactful, scalable Salesforce-native solutions that drive growth.
• Solve with purpose: Use your business acumen and tech-savviness to resolve challenging customer issues with precision and efficiency.
• Collaborate and connect: Work hand-in-hand with Developers, Product Managers, and Consultants to ensure seamless customer experiences and stellar project outcomes.
• Grow your talent stack: Leverage the latest AI tools and consulting frameworks to sharpen your strategic thinking and expand your influence across global teams and clients.

At Expedite Commerce, we're looking for smart, personable professionals with the perfect mix of empathy, technical understanding, and business insight. Whether you're a seasoned CSM or a high-potential rising star, this role is your chance to:

• Make complexity look simple
• Create value through every conversation
• Represent a premium brand with confidence
• Evolve into a Salesforce-native expert with cutting-edge AI capabilities

The Role

In this customer-facing role, you will coordinate a crossfuntional team to design, scope, develop, configure, and deliver tailored solutions within diverse customers' Salesforce environments.  Success means hitting our targets, staying on schedule, and wowing our customers every step of the way. We’ll keep things transparent, with clear goals, regular check-ins, and plenty of high-fives as we improve together and celebrate wins as a team. 

What you will Do

• Customer Relationship Management:  Manage a portfolio of accounts, driving value adoption, retention, and account growth. Establish trust through expertise, cultivate lasting rapport, and be a strategic advisor to customers. Responsibilities include:

• Proactively engage customers to understand their goals and ensure the platform aligns with their evolving needs and value realization.
• Drive product adoption through proactive guidance and training and Collaborate with Product and Support teams to enhance the customer experience
• Managing expectations and delivering value throughout the customer lifecycle, including onboarding, adoption, business reviews (QBRs/EBRs) to track progress, share insights, and align on goals.
• Proactively manage customer health through data-driven insights to mitigate risk.
• Own renewal cycles and expansion opportunities, and
• Capture structured feedback and contribute insights to product roadmap planning in collaboration with the Product team.

• Lead Implementations: Manage end-to-end definition and delivery of the Expedite Commerce platform across CPQ, billing, subscription management, and analytics modules.  Key Responsibilities include:
• Guide customers through implementation: documenting stories and outcomes, managing testing, and deployments.
• Develop and maintain delivery plans, coordinate cross-functional teams, and ensure projects meet defined scope, timeline, and budget.
• Collaborate with Support, Product, and Engineering teams to address customer needs effectively.

• Data-Driven Mindset: Bring a strong analytical approach to customer success by using data to derive insights, measure success, and recommend optimizations. Monitor customer health metrics to drive retention and support expansion. This includes:
• Monitoring KPIs like usage, engagement, and churn risk.
• Using tools like Salesforce and Jira to manage accounts.
• Leverage AI technologies to improve performance, processes, and work products.

Requirements

Experience: 

• 6+ years of experience as a Salesforce Consultant with direct customer interaction, technical account management, SaaS implementation, or enterprise software consulting.
• 3+ years of hands-on experience with quote-to-cash processes and software, including CPQ, billing, and subscription platforms.
• 3 years of experience in agile project management.
• Expertise in facilitating customer workshops and business reviews
• AI-Driven Success Enablement
• Experience in leveraging AI to enhance customer outcomes, drive efficiency, and streamline solution delivery.

Capabilities:

• Proven ability to operate at strategic and tactical levels, with strong judgment and execution skills. 
• Excellent verbal and written communication abilities. Confident presenter to senior leadership. 
• Experienced in leveraging advanced AI tools to enhance productivity and work outcomes.
• Effective at influencing cross-functional teams and managing complex stakeholder landscapes.
• Strong attention to detail in user demonstrations and documentation.

Benefits

• Health Insurance, PTO, and Leave time

• Ongoing paid professional training and certifications 
• Fully Remote work Opportunity
• Strong Onboarding & Training program

Our Belief

We believe extraordinary things happen when technology and human creativity unite. By empowering teams with generative AI, we free them to focus on meaningful relationships, innovative solutions, and real impact. It’s more than just code—it’s about sparking a revolution in how people interact with information, solve problems, and propel businesses forward.

If this resonates with you—if you’re driven, daring, and ready to build the next wave of AI innovation—then let’s do this. Apply now and help us shape the future.

About Expedite Commerce

At Expedite Commerce, we believe that people achieve their best when technology enables them to build relationships and explore new ideas. So we build systems that free you up to focus on your customers and drive innovations. We have a great commerce platform that changes the way you do business!

See more about us at expeditecommerce.com. You can also read about us on https://www.g2.com/products/expedite-commerce/reviews, and on Salesforce Appexchange/ExpediteCommerce.

EEO Statement

All qualified applicants to Expedite Commerce are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran's status or any other protected characteristic.