PetDesk Logo

PetDesk

Manager, Customer Success

Posted 3 Days Ago
Remote
Hiring Remotely in United States
106K-112K Annually
Senior level
Remote
Hiring Remotely in United States
106K-112K Annually
Senior level
Leads a seven-person Customer Success team across named and pooled engagement models. Responsibilities include coaching, hiring, workload allocation, queue health, adoption, churn and downgrade reduction, escalation management, expansion opportunity identification, reporting, CRM data quality, and continuous improvement of CS plays and workflows. The role partners cross-functionally with Support, Product, Implementation, and Sales and requires up to 25% travel.
The summary above was generated by AI
About the role:

PetDesk is looking for a Manager, Customer Success to lead the day-to-day execution of our Independent Customer Success team. The team serves clinics through two engagement models: a named CSM model for clinics that need a dedicated partner, and a pooled, digital-first model that supports clinics at scale.

The Director of Customer Success owns the frameworks and org-level strategy. This manager owns the execution layer: turning those frameworks into consistent team practice, coaching CSMs to measurable outcomes, and making sure no customer, escalation or save opportunity falls through the cracks.

Our customers are veterinary practices, not SaaS buyers, so the right approach often looks different from a traditional CS playbook. You'll help the team meet clinics where they are, whether that's a named CSM partnership or a scaled pooled experience.

Apply if you're excited to:

  • Manage, coach and develop a team of 7 CSMs across the named and pooled models through regular 1:1s, call and play reviews, performance feedback, goal setting and development plans

  • Hire, onboard and ramp new CSMs against clear 3, 6 and 12-month outcomes, and review performance profiles at least quarterly

  • Run both CS models day to day, making sure accounts sit in the right model and segment and move between models and CSMs with clean handoffs

  • Balance named books equitably across CSMs based on account complexity, volume and capacity, and plan PTO coverage so response-time targets hold

  • Monitor pooled queue health daily, including prioritization, response times, aging accounts and escalations, so nothing falls through the cracks

  • Make sure named CSMs deliver Success Plans and Business Reviews to standard, and pooled CSMs run ChurnZero plays and one-to-many programs (webinars, virtual office hours) consistently

  • Drive the Adoption milestone so new clinics graduate on time, and act on Launch CSAT, BR CSAT and NPS signals

  • Own the team's churn and downgrade results, with visibility into account health and churn risk and mitigation plans built before issues escalate

  • Serve as the team's escalation point, coaching CSMs through difficult customer situations and partnering with Support, Product and Implementation to resolve them

  • Coach the team to identify expansion opportunities and hand qualified opportunities to Sales

  • Report weekly to the Director, Customer Success on team activity, churn and downgrades, saves, loss opp pipeline, queue health, adoption and NRR

  • Drive consistent use of ChurnZero and Salesforce, and keep data accurate so reporting can be trusted

  • Continuously evaluate and improve plays, workflows and team practices based on customer and performance data, and surface recommendations to the Director

  • Travel up to 25% for customer onsites, industry events and team gatherings

About you:

  • 5+ years of experience in Customer Success, Account Management or a similar customer-facing role, with 2+ years managing or formally leading a team

  • Experience leading both high-touch (named book) and scaled or digital (pooled, one-to-many) Customer Success models

  • Proven record of reducing churn and downgrades, running save plays, and improving retention and NRR

  • Strong ability to coach to performance, set clear expectations and hold team members accountable to measurable outcomes while keeping trust high

  • Experience hiring, onboarding and ramping Customer Success team members

  • Analytical and data-driven, with the ability to use health scores, usage data and dashboards to prioritize team activity and spot risk early

  • Highly organized and process-minded, able to manage people, priorities and volume through systems and consistent operating rhythms

  • Strong written and verbal communication skills, including presenting team performance and metrics to leadership

  • Comfortable facilitating group settings, including webinars, virtual office hours and Business Reviews

  • Strong cross-functional collaboration skills, particularly with Support, Implementation, Product and Sales

  • ChurnZero or comparable Customer Success platform experience required

  • Salesforce or similar CRM experience required; Guru or a similar knowledge base is a plus

  • Able to travel up to 25%

  • Veterinary industry experience is a plus

What success looks like:

  • The team meets or exceeds its targets for churn, downgrades, retention and NRR. Targets are set with the Director, Customer Success and tracked as part of this role's performance goals

  • Every cancellation and downgrade notice becomes a loss opp, and the team's save rate is measured against target and improves over time

  • On-time Adoption milestone completion is measured against target, and every new clinic has a Success Plan

  • Launch CSAT and BR CSAT are measured against target and stay at or above it

  • All 7 CSMs have clear expectations and consistent coaching, meet activity and Business Review targets, and new hires ramp on schedule

  • The pooled queue is consistently covered, with no aging accounts or missed response-time targets going unnoticed

  • Escalations are actively managed and are resolved, routed and documented promptly

  • Weekly reporting gives leadership a clear, accurate view of performance, risk and saves, backed by clean Salesforce and ChurnZero data

  • Expansion opportunities are consistently identified and handed off to Sales

  • Plays, workflows and team practices are regularly evaluated and improved based on performance and customer data

Benefits & Perks:

  • Medical coverage for employees and dependents (80-90% covered by employer)

  • Employer HSA contribution with HDHP

  • 401(k) match up to 3.5% 

  • Dependent Care Flexible Spending Account (FSA)

  • Dental & Vision coverage available 

  • Basic Life and AD&D Insurance

  • Short and Long Term Disability

  • Flexible Time Off & 12 Paid Annual Holidays

  • Paid Parental Leave

  • Pawternity Leave, Financial Pet Adoption Support & Subsidized Pet Insurance

  • $250 Annual Stipend for Learning and Development

PetDesk combines the industry's most user-friendly client engagement tools with the highest-rated pet parent app to simplify your veterinary clinic’s operations while strengthening client relationships.

Our recruiting process is rooted in “Who: The A Method of Hiring” and consists of an average 2-week hiring timeline. This standardized interview process allows candidates to answer the same questions, experience the same process, and ensure a fair candidate review from multiple perspectives.

Please, no external recruiters—candidate profiles submitted from external recruiting agencies will not be considered.

Similar Jobs

6 Hours Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
90K-100K Annually
Senior level
90K-100K Annually
Senior level
AdTech • Artificial Intelligence • Marketing Tech • Software • Analytics
Own strategic relationships with enterprise clients using Zeta’s marketing technology platform. Develop loyalty and lifecycle marketing strategies, analyze campaign performance, guide platform adoption, lead business reviews, and identify retention and growth opportunities. Collaborate with analytics, operations, and commercial teams while translating marketing data into actionable recommendations and managing multiple client priorities.
Top Skills: Adobe CampaignBrazeCRMCustomer Data Platforms (Cdps)Email Service Providers (Esps)IterableMarketing Automation PlatformsMartechSaaSSalesforce Marketing Cloud
Yesterday
Remote or Hybrid
IL, USA
62K-87K Annually
Mid level
62K-87K Annually
Mid level
Information Technology
Manages post-sale customer success for Cisco-supported solutions, including onboarding, adoption, licensing and entitlement support, renewals, usage analysis, and customer engagement. Coordinates sales, services, partners, vendors, and technical teams to deliver value, identify upsell opportunities, resolve issues, and improve customer experience. Builds trusted customer relationships, leads digital-touch campaigns, advocates for customer needs, and contributes to process improvement.
Top Skills: CiscoGainsightItilMicrosoft Office SuiteSalesforce CRM
Yesterday
In-Office or Remote
Hoboken, NJ, USA
71K-183K Annually
Senior level
71K-183K Annually
Senior level
Information Technology • Consulting
Manages a portfolio of B2B technology customers, guiding onboarding, adoption, value realization, retention, renewals, and growth. Develops customer success plans, monitors account health, conducts business reviews, coordinates cross-functional teams, escalates issues, and supports expansion opportunities. Maintains customer documentation and success metrics while contributing to process improvements and exceptional customer experiences.
Top Skills: AWSCRMCustomer Success PlatformsCybersecurityGCPAzureSaaSVMware

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account