Description
Workstream is a mission-driven company building the all-in-one HR, payroll, and hiring platform for managing the hourly workforce.
We are looking for a Senior Customer Success Manager who can combine analytical thinking with strong customer relationships. You will own the full customer lifecycle: from successful adoption and value realization through renewal and expansion opportunities.
Day in the Life
- Customer Success & Problem Solving (40%)
- Become an expert in Workstream and your customers' business
- Build deep understanding of how they manage hourly workforces, multi-location operations, and franchisee adoption
- Own a portfolio of enterprise customers and build trusted relationships with key stakeholders
- Use product usage data, customer activity, and financial signals to figure out what's working
- Leverage CSM tools to get visibility into account health, adoption, and risk
- Identify complex challenges and work with Product, Support, and Sales to solve them
- Run customer training, build content that helps them learn, and set them up to self-serve adoption where possible
- Keep accurate account records and notes
- Renewal & Retention (35%)
- Own renewal conversations and drive renewal outcomes for your portfolio
- Get ahead of at-risk accounts and develop recovery strategies
- Use customer data and CSM tools to surface renewal timing and risk signals
- Be the customer's voice internally, pushing for features, process changes, and decisions that protect retention
- Growth & Expansion Pipeline (15%)
- Surface expansion opportunities and generate CSQLs for Sales through discovery and account analysis
- Look at customer usage patterns and business fit to identify where Workstream can solve new problems
- Partner with Sales to brief them on expansion readiness
- Introduce customers to new features as it makes sense for their needs
- Feedback & Insights (10%)
- Share insights across your portfolio, identifying segments that stick around, drivers of churn, and healthy adoption
- Give the internal team feedback on product gaps, training breakdowns, and process improvements
- Use the renewal forecast to focus your energy and effort
Key Metrics You Will Be Measured On
- Renewal rate and NRR for your portfolio
- Customer retention and churn
- Customer engagement and health
- CSQLs generated for Sales
- Product adoption and usage
Who You Are
- 4–6 years in Customer Success, Account Management, or similar work where you've owned customer outcomes
- Analytical and strategic, able to read customer data and understand what it means
- Good at discovery, asking questions that matter, listening, and understanding customer goals
- Able to handle complexity and ambiguity, managing enterprise customers with nuance
- Clear communicator, explaining complicated concepts in simple terms
- Organized and detail-oriented, keeping accounts clean and tracking next steps
Nice To Have
- Experience with payroll, HR tech, QSR, or franchising
- Familiarity with CSM platforms like Gainsight, Totango, Churn Zero, or Intercom
- Background in renewals, contracts, or account management
- Experience managing multi-location or franchisee operations
What We Offer
- Mission-driven and value-based company dedicated to empowering deskless workers and local businesses
- Early employee opportunity at a Series B hyper-growth startup
- Competitive salary and equity
- Comprehensive health coverage
- In-office amenities and stocked kitchen
- 401K Plan
- Flexible PTO