Senior Customer Success Manager - Team Lead (US)

Remote US, Delaware, United States - Remote

About us

We’re an award-winning enterprise software scale-up with high ambitions for growth. We recently won the ScotlandIS Digital Tech Scale-up Business of the Year award and have previously been recognised as Scotland’s fastest-growing tech company in the Deloitte Technology Fast 50 for three consecutive years.   

Dayshape is an advanced resource management solution, incorporating AI and intelligent automation to help professional services firms optimize their workforce like never before. It’s built to handle large, complex, and ever-changing requirements with ease.

Our customers include accountancy firms from the Big Four and global top 10, and Dayshape is used in more than 50 countries across five continents. Our target customers are global firms, international networks, and large national or regional organizations, if they’re big enough to have the challenges that Dayshape can solve.

As a company, we live our values every day and we're committed to making sure our friendly and inclusive environment grows with us.

About the role

We are incredibly proud that over 7+ years we have not experienced customer churn; working as our customers strategic partners and trusted advisors to ensure they’re getting maximum ROI from Dayshape is crucial to maintaining that achievement.  

You will lead and grow the team managing the ongoing commercial relationship with our customers, including responsibility for renewals and increasing revenue. The team is spread across the UK and US and each CSM has a small number of accounts and have the time and space to really get know our customers and their business processes, focusing on user adoption and driving value via feature usage and optimization.  

You will be taking Customer Success to the next level, using your experience of setting up and growing a Customer Success function, ensuring clear measurable objectives are set across the department and building scalable processes to help us grow effectively in partnership with customers.   

You will also have some 'hands on’ customer success responsibilities for our highest value customers.  

What you’ll do

As Team Lead:  

  • Help to create the building blocks of the department – the processes and playbook of how Dayshape does Customer Success in a scalable manner. 
  • Ensure customer health metrics are improving with success plans being delivered.
  • Define team and individual objectives that are measurable and aligned to the appraisal process. 
  • Line manage the customer success team, including weekly 1:1s, reviewing progress, providing feedback and career development support to the team, coaching and mentoring.  
  • Drive increased ARR and revenue opportunities aligned to company strategy. 
  • Be a Dayshape ambassador able to deal confidently with customer escalations.  
  • Ensure the value proposition is fully documented for all customers and the team can supply customer references when requested to support the sales process.
  • Provide a feedback loop to our Product department to help them better understand customer needs and shape the roadmap accordingly, ensuring our enhancement backlog is appropriately prioritized and representative of the needs of all our customers. 
  • Manage the overall North Star Metric (user numbers), the subscription renewals process, and run/manage/monitor other critical KPIs.

As team player:  

  • Own the commercial relationship with the customer including hosting QBRs and using these to discuss key opportunities relating to upcoming renewals, expansions or additional countries that may require Dayshape services.  
  • Develop and maintain a detailed understanding of the customer’s organization, including strategic goals/initiatives, key stakeholders, and how Dayshape ties into all of this. 
  • Manage and host regular customer meetings and calls, meet customers in-person at various points throughout the year, in the US and possibly internationally. 
  • Create, maintain and distribute monthly status reports, health scores and other key metrics. 
  • Manage stakeholders throughout the customers organization, ranging from super users, product owners, resource managers, and C-suite (including CIO). 
  • Be an advocate for our customers' needs and the voice of the customer within Dayshape. 
  • Support our customer product owners and other key stakeholders to expand usage and help them measure their ROI. 

About you

  • Highly motivated by ensuring our customers are successful and get the most out of the product, driving revenue opportunities.
  • Able to challenge customers’ thinking in order to help them achieve their goals, taking ownership and leading the conversation/situation when required. 
  • Comfortable working in a geographically distributed team.  
  • Self-sufficient and able to problem solve with a customer first mindset. 
  • Highly organized and able to manage lots of relationships, projects, actions, and many other moving parts concurrently (often with competing priorities). 
  • Can demonstrate in-depth understanding of how enterprise software is configured and used within large and/or complex organizations. 
  • Adept at forming long-term relationships with customers. 
  • A first-class communicator with excellent attention to detail. 
  • Accomplished presenter of technical and business solutions in an informative and relevant manner. 
  • Collaborative and able to engage stakeholders and “get the right people around the table” to investigate and tackle issues that may arise. 
  • Experienced and comfortable being involved in technical conversations, knowing when to involve others but unafraid to ask probing and exploratory questions to gather intel. 
  • Able to translate technical needs/payoffs into commercial benefits and vice versa. 
  • Genuinely interested and curious in business operations and how different organizations work. 
  • Understanding of how Professional Services firms operate and in particular, resource management.  
  • Demonstrable people management experience, managing performance, retention risks, and motivating the team 
  • Experience establishing a Customer Success function, ideally in a scale-up business.

Bonus points if you have 

  • Previously worked with professional services and resource management. 
  • Experience in accounting processes or accounting software. 

What you’ll get

  • Starting salary c. $120,000
  • Generous PTO allowance of 20 days plus public holidays on top.
  • Comprehensive healthcare plan.
  • 401k
  • At least $1,400 per year to spend on professional and personal development.
  • Weekly All Hands meeting for inspiration and over-communication
  • Monthly team events (sometimes in-person, sometimes virtual).
  • Volunteering time – up to 20 hours a year to participate in volunteer work. 
  • Innovation Week twice a year - a chance to experiment and work off-project.
  • At least one trip per year to our Edinburgh HQ, in Scotland.
  • Genuinely nice, smart people to work with, who are excited about growing our company


Working Details

This is a full-time role (37.5 hours per week). This is a fully remote position in the US, with a preference for an East Coast location. You will have the opportunity to visit our Scotland headquarters in Edinburgh at least once a year.

Join the team!

Equality of opportunity is more than just a responsibility: we believe it’s a huge advantage to welcome a variety of experiences and perspectives into the team. Diversity is a great asset and, as such, we strongly encourage applications from any background.

This is your opportunity to play a key role in building on the excellent foundations we’ve established as part of the overall growth strategy. We're doing well, but there's lots more to do in order to maintain the high bar and pace that we've set.  

Everyone here is growing personally as the company grows, so if that sounds like something you’d like to be part of, we’d love to see your application.

The closing date for applications is 5pm (EST) on Thursday the 13th June.

Please note the successful candidate for this role will be subject to background checks and will have an opportunity to declare anything to us beforehand. 


Job Profile


North America


United States


AI Automation C Communication Customer Relationship Customer Success Process Optimization Resource Management Revenue growth Team Management

  • Create department processes
  • Deal with customer escalations
  • Define team objectives
  • Drive revenue opportunities
  • Host QBRs
  • Line manage team
  • Manage KPIs
  • Mentoring
  • Provide feedback to Product department

7+ years


America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9