Customer Success Manager (B2B)


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At Notarize, we’re pulling the future closer. As the first company to complete a legal online notarization, online mortgage closing, online will, online auto sales, and countless other critical transactions, we’re proud of our role in bringing industries into the digital age. 
Our business has grown exponentially (over 600%) in the past year, as companies in a wide variety of industries look to us to help their customers get crucial legal transactions processed remotely. We’ve been dealing with a number of challenging (but interesting!) scalability issues, as more and more global enterprise companies look to Notarize to help them speed up business processes and provide better customer service in a new, fully-remote world. We’re building the team that will operate a critical platform company in tomorrow’s economy. Come join us!
As a Customer Success Manager (CSM) at Notarize, you will be entrusted with running our 1 to many success programs, driving product adoption and engagement across our growing “Notarize for Business” account base. Spanning a variety of industries from small business lenders, to credit unions, to virtual mail providers, these customers leverage online notarization to modernize the customer experience and drive operational efficiencies. 
A typical day might include a running a product training for new customers, sharing best practices and ensuring customers have everything they need to start off strong. After lunch, you'll deep dive into our customer data to help identify ways we can deliver increased value through broader and more mature use of Notarize. You close your day by attending a meeting with the product team to review user feedback you’ve collected from your accounts.

What you’ll do as a Customer Success Manager at Notarize:

  • Manage customer relationships, engaging proactively through regular trainings, webinars, and outreaches, focused on driving higher conversion rates for their Notarize transactions
  • Guide and project manage the customer onboarding experience
  • Partner with internal stakeholders across sales, marketing, notary ops, and product, to ensure the smoothest possible customer experience
  • Run point on customer escalations and pulling in executive resources as needed
  • Analyze data and drawing insightful recommendations for customers
  • Develop deep understanding of the customer trends and motivators for success
  • Advocate for industry best practices, and work independently to develop additional best practices to solve customer needs
  • Understand competitive products and speak to product differences that spotlight Notarize

What we’re looking for:

  • 2+ years customer success experience, preferably at a tech/SaaS company
  • A knack for building deep customer relationships, up to and including the c-level
  • Excellent problem solving and critical thinking skills with an aptitude for learning new technologies
  • Demonstrated ability to own a large book of business, and manage competing priorities with a strict attention to detail
  • A track record of consistently meeting and exceeding goals
  • Experience working in a 1:many model is a plus!

Some of our benefits:

  • Competitive salaries & equity
  • Heavily subsidized medical, dental, and vision
  • 401k with 4% match
  • Unlimited PTO & flexible work schedules
  • Fully-distributed team: work from anywhere in the U.S.
  • Paid parental leave
  • Annual budget for personal learning & development
  • Small, cross-functional teams
  • Strong emphasis on collaboration & mentorship
  • Paid lunches (through Grubhub) + regular Lunch & Learn sessions

Our core values:

  • Solve Problems That Matter: We serve some of the most important moments in people's lives. It's a responsibility we embrace by focusing obsessively on the issues that will have a quantifiable impact on our customers and our company growth. 
  • Yes Before No: We are optimistic about our ability to change lives by transforming outmoded processes. We believe our efforts can create a better future, and it is our attitude that will allow us to pull that future closer.  
  • Start With Why: We don't presume to understand the intentions of the people around us, whether coworkers or customers. We ask honest questions and listen to feedback in order to gain insight, build trust, and create memorable experiences. 
  • Stamp Together: We create a strong team and a welcoming workplace by valuing diverse perspectives. Every role in our organization is supported and valued equally, without regard to location or background.
Notarize is committed to building an inclusive environment for people of all backgrounds and everyone is encouraged to apply. We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We'd love to hear from you. 
Job region(s): Worldwide/Anywhere
Job stats:  4  2  0
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