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AI Summary
Cordance is dedicated to accelerating the growth of vertically focused business-to-business (B2B) software-as-a-service (SaaS) companies through acquisition and long-term tactical and financial guidance. We’re experienced operators and subject-matter experts with a passion for software and building businesses. We partner with founders to help them scale their businesses and realize their companies’ full potential.
We look for businesses with strong leadership and high potential for profitable growth, and work together to increase year-over-year revenue, company efficiency, and impact. Cordance envisions that all companies we work with achieve their full potential. We embrace what makes each company great and build on those foundations. We believe in elevating a company as it scales, delivering dignity to the organization and its employees, and sharing a passion for building a legacy.
Position Overview
As a Customer Success Manager (CSM) at Cordance, you’ll serve as a trusted partner to a defined portfolio of customers, focusing on expansion, price increase, and renewal initiatives. You’ll play a vital role in driving Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) by ensuring customers continue to see measurable value, adopt best practices, and strengthen their long-term partnership with Cordance.
This role is part of our Expansion, Price Increase, and Renewals track that is dedicated to deepening customer relationships, supporting value realization, and executing seamless, data-informed renewal processes. You’ll also collaborate with Account Management and Sales teams to identify upsell or cross-sell opportunities that align with customer goals and overall account strategy. The ideal candidate is proactive, customer-focused, and eager to build a career in Customer Success, contributing directly to Cordance’s long-term customer and revenue growth.
Key Responsibilities
- Manage a portfolio of small to mid-sized accounts to ensure successful adoption, engagement, and renewal.
- Monitor customer health metrics to identify renewal risks early and take corrective action.
- Execute renewal processes with accuracy — including timing, quotes, documentation, and alignment with customer needs.
- Partner with leadership to forecast renewals and report on retention performance.
- Identify and qualify potential expansion opportunities within assigned accounts.
- Support standardized price increase programs, ensuring clear communication and customer alignment.
- Leverage CRM and Success software to manage customer metrics, including but not limited to revenue, renewals, and expansion.
- Develop and maintain Customer Success Plans with defined adoption goals and metrics.
- Conduct regular check-ins and usage reviews to ensure customer engagement and satisfaction.
- Address adoption barriers quickly by coordinating with internal teams such as Product, Support, and Operations.
- Advocate for customer needs internally, ensuring that Cordance solutions continue to deliver value.
- Maintain up-to-date documentation of customer interactions and account plans in CRM systems.
- Collaborate cross-functionally with Product, Marketing, and Support to improve the overall customer experience.
- Contribute to the continuous improvement of customer lifecycle processes and playbooks.
Competencies
- Customer Partnership: Builds strong, trust-based relationships with customers, focused on driving measurable business outcomes and long-term value realization.
- Communication and Empathy: Communicates clearly, professionally, and empathetically with customers and internal teams. Listens actively and adapts messaging to different audiences.
- Proactive Problem Solving: Anticipates challenges or risks before they escalate. Acts quickly to address adoption barriers or satisfaction issues, coordinating internal resources effectively.
- Product and Technical Acumen: Willing to learn and understand Cordance's platform(s) deeply enough to guide best practices, troubleshoot basic issues, and translate customer needs into actionable feedback for the Product team.
- Foundational AI Literacy: Demonstrates a basic understanding of AI concepts and uses AI tools to support daily customer success tasks.
- Organization and Execution: Manages multiple accounts, touchpoints, and priorities with precision. Uses CRM and CS tools to maintain visibility, consistency, and accountability.
- Results Orientation and Accountability: Owns customer outcomes through measures success such as customer retention, satisfaction, and achieved objectives.
- Growth and Continuous Learning: Demonstrates curiosity and drive to improve skills, processes, and customer impact. Seeks feedback and applies learnings to strengthen performance.
Required Qualifications
- 1–3 years of experience in Customer Success, Account Management, or Professional Services in a SaaS or tech environment.
- Bachelor’s degree preferred or equivalent practical experience.
- Familiarity with CRM/CS tools (Salesforce, HubSpot, Gainsight, etc.).
- Strong collaboration skills and eagerness to learn.
Preferred Qualifications
- Experience in B2B SaaS or tech, managing multiple customer accounts and driving retention and adoption.
- Experience managing renewals and supporting price increase or expansion initiatives.
- Prior Experience with Customer Success tools (Gainsight, ChurnZero, Totango) and CRMs (Salesforce, HubSpot).
- Strong analytical, communication, and presentation skills to translate data into customer insights.
- Proven ability to collaborate cross-functionally with Product, Sales, and Support.
- Understanding of key CS metrics (NRR, NPS, health scores, GRR) and lifecycle management.
Please note that we do not accept unsolicited resumes, work on a Corp-to-Corp basis, or engage with non-vetted external agencies.
Why Join Us?
At Cordance, we believe in taking care of our team members. When you join us, you’ll enjoy a comprehensive benefits package designed to support your health, financial well-being, and work-life balance:
- Health and Wellness:
- Comprehensive Health Coverage: Coverage begins on your first day of employment.
- Retirement Savings:
- 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested.
- RRSP (CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested.
- Paid Time Off:
- Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life.
- Parental Leave:
- 12 weeks paid leave for all employees.
- Remote Work Support:
- Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely.
- Holidays:
- Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones.
Join us and be part of a company that values your contributions and well-being from day one!
EEOC & ADA Statement:
Cordance and its companies provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, creed, sex, nationality, ancestry, national origin, disability status, genetics, protected veteran status, affectional or sexual orientation, gender identity or expression, marital status, or any other characteristic protected by federal, state, or local laws.
Cordance and its companies comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Human Resources.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Final candidate must be able to pass a background check.
To view applicant notices required under federal and state law, please visit: https://cordance.co/applicant-notices/
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