Customer Success Manager at WeBox in San Jose, CA

Job description

• WeBox is seeking an experienced, sales-oriented customer success manager to grow existing accounts within the corporate meal division which includes individual box meals, catering, pantry programs, etc. In this role, you are responsible for creating increasing revenue for each account through exceptional customer service and execution.
• In this role, you will provide management and oversight over dozens of corporate accounts, so you must be able to handle a multitude of clients at the same time. Prioritization, delegation, attention to detail, and a sense of urgency are important traits for this role.
• Your performance will be measured not only by your ability to successfully handle multiple accounts at the time but you will also be financially rewarded for your ability to grow the revenue for each account.

Responsibilities

• Own the post-sales relationship with corporate clients and act as their trusted partner.
• Drive upsell opportunities by identifying new use cases, expanding services, and promoting add-on products.
• Develop and execute referral strategies to turn satisfied clients into advocates who bring in new customers.
• Proactively monitor client health and ensure high retention by addressing risks before they become issues.
• Increase customer engagement through regular check-ins, business reviews, and tailored recommendations.
• Partner with Sales and Marketing to create case studies, testimonials, and customer success stories.
• Track key metrics (expansion revenue, churn, NPS, referral conversion) and report on progress.
• Handle client escalations promptly and ensure long-term satisfaction.

Requirements

• Bachelor's degree in Business, Marketing, or a related field.
• 3+ years of experience in Customer Success, Account Management, or a client-facing role (startup experience preferred).
• Proven track record in upselling, account growth, or retention management.
• Strong relationship-building and communication skills with the ability to influence stakeholders.
• Hands-on and proactive—comfortable rolling up your sleeves to make things happen.
• Ability to manage multiple accounts and priorities in a fast-paced environment.
• Data-driven approach with basic skills in using CRM tools (e.g., HubSpot, Salesforce) and Excel/Sheets for reporting.
• Team player who collaborates across Sales, Ops, and Product to deliver outstanding results.
• Able to seamlessly handle multiple clients and multiple projects simultaneously Great at client engagement with a positive, great energy personality
• Sales-oriented, client happiness-centric
• Detail-oriented, operationally sound
• Able to respond effectively to client issues/problems in real-time and turn them into positive outcomes

Skills

Required

• Hands-on and proactive
• Team player
• Positive, great energy personality
• Detail-oriented
• Sales-oriented
• Client happiness-centric
• CRM tools (e.g., HubSpot, Salesforce)
• Excel/Sheets

Benefits

• This position offers a competitive salary, along with great benefits, PTO, and a 401K match.
• This job description offers a general overview and may not encompass all responsibilities, tasks, or skills required. Additional duties may be assigned to meet the company's evolving needs.