Manager, Customer Success Mid Market Accounts at Levelset

| Austin
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If you read the below description and feel this position excites you, but your experience does not add up 100%, we encourage you to still apply and tell us why! We look forward to learning what makes you passionate and purposeful. 


Responsibilities of the Manager of Customer Success Mid Market Accounts

Elevate Customer Journey: As we expand our Mid Market customer base, we’ll need to continue to optimize our customer journey to maintain our high retention rate and increase customer happiness. This includes inserting success milestones, re-evaluating reporting, collaborating with the Expansion Account Management team for new feature releases and optimizing health score tracking. 

Drive Value for Customers: The manager in this role will work closely with the CSMs and EAMs to make sure that value leads every conversation. This is not about the value we can get from our customers - it’s about the value they receive from our services and how we can always help them get more. This involves working cross functionally with support, product, product marketing and enablement to make sure that team members understand our offerings and are translating that to value on calls. 

Lead cross-functionally to drive customer success: The mid-market team functions as a pod in many ways, and the success of this segment relies heavily on cross-functional collaboration with Senior Support, all of our Professional Services teams and the Director of Strategic accounts, and outside of Customer Success with Mid-Market sales and expansion leadership, Product and Product Marketing, Financial Services and more. A successful person in this role will be a consensus builder, and will be proactive in reaching out to solve problems identified and take steps to pivot.

Own Key metrics (engagement, renewals, retention): Design retention strategies based on overall company strategy to reduce churn and increase the creation of “Payment Heroes” across the mid-market customer base. This role needs to own these numbers and be confident presenting these numbers to other managers across the org, and monitor pipelines for potential red flags.
Coach:  Levelset has a culture of continuing education and intellectual curiosity. It is the manager’s responsibility to foster that culture of learning through direct coaching on the front lines. The team is hungry for knowledge and is eager to improve professionally, and the manager is the custodian of each team members’ professional growth. This requires deliberate coaching in 1:1 sessions, in group settings, and indirectly through tools like ExecVision, Slack, ChurnZero or Salesforce. The coaching topics covered by the manager include relationship management/lifecycle management, objection handling, upsell opportunity identification, renewal conversations and risk identification. The manager provides feedback on strengths and growth areas, gives reps external resources to learn from, and creates an environment that is consistent with the core values of the company.

Example activities: 1:1 call coaching, call shadowing, call camp sessions, renewal reviews.

Motivate: Customer Success Management is rewarding but difficult as it requires juggling multiple priorities. There are good days and bad days, good months and bad months. The manager guides the team through the bumps, keeps the energy high, and keeps the morale positive and steady. Over-performing CSMs and under-performing CSMs alike need leadership to maintain focus for the team to execute its plan. The manager is responsible for steering the emotional wheel of the team, and to drive the team through the highs and lows that are so common in the customer lifecycle. This requires vision and conviction about the direction of the company and of the team, and it requires innovation to design creative ways to keep the mood light and the environment fun. The manager is on the CS floor, running CS competitions, recognizing good performance, sussing out negative influences, and inspiring individuals to take on new challenges and to expand their skill set.

Example activities: Renewal competitions, set individual and team goals, team building events and celebrations.
Hire the right people : Perhaps the most important responsibility of the team manager is to recruit and evaluate potential new hires. The manager is part of the hiring team and is on the front lines of choosing who joins the team and who does not. This requires a leader’s approach to identify the characteristics that are most important to hire for and refining processes that elevate the candidates that are the best fit. Additionally, the manager is also responsible for identifying existing CSMs who are a poor fit for the team, and evaluating whether Levelset should continue to invest in the CSM or if the CSM should be terminated.


As Manager, MM Customer Success Manager Team, You Will: 

Lead a team of Mid-Market Customer Success Managers to successfully manage the customer lifecycle, identify qualified upsell opportunities, set meetings, close annual renewals and run coaching camps.

  • 1:1 call coaching for CSMs - Kick off calls, objection handling, growth discovery, value propositions
  • Group coaching sessions and training presentations, ie: call camp, writing camp
  • Pipeline reviews and forecasting team production for renewals, churn and engagement
  • Setting individual and team goals
  • Organizing and executing team events and celebrations
  • Monitor individual performance metrics and coach under-performers into solid production
  • Interview prospective MM CSM candidates, participate as a member of the hiring team in developing the candidate criteria and recruit passive candidates.
  • Evaluate performances by monitoring reports and uphold a culture of CS excellence through performance plans and terminations

What does it take to do this job?

  • 5+ Customer Success Experience
  • 1+ years managing/leading a team
  • Expertise in CS/sales tools;, ChurnZero, ExecVision preferred
  • Detailed understanding of Customer journeys, customer engagement, retention and upsell tactics, reporting on team metrics.
  • Self-confident with the ability to work with and influence senior management
  • Ability to build and maintain strong relationships, gaining trust and confidence as a strategic partner from all levels within the organization
  • Very strong work ethic and team player with a positive “figure it out, do what it takes” attitude
  • Strong problem solving, organizational, and communication skills
  • An understanding of IT technologies / IT pros and how they like to work, communicate, learn, and have fun
  • Grace under fire (you can make critical decisions and problem solve amid chaos)


About Levelset

Levelset has been named one of the "Best Places to Work" by New Orleans CityBusiness three years in a row for our mission-driven culture and commitment to internal and external growth. Backed by venture funding, we are growing rapidly and looking for new exciting team members to add their unique talents to our mission. We empower contractors to always get what they earn, and our software platform makes lien rights, payment paperwork, and compliance in the construction industry simple and stress-free, so contractors and suppliers can get paid faster, have easier access to capital, and less surprises.

Levelset is venture-backed by Horizons Ventures, S3 Ventures, Altos Ventures, and Brick & Mortar Ventures. Levelset is headquartered in New Orleans, Louisiana, with offices in Austin, Texas, and Cairo, Egypt, and is 200+ employees strong. 

Why Levelset

  • We’re a rapidly growing team working on interesting and worthwhile problems
  • With a newly distributed workforce, we make engagement and employee wellness even more of a priority. We want you to love your job! 
  • We believe professional growth (i.e. building your skills) is essential. Working here provides the opportunity for increased responsibility, continuous learning, and more.
  • We have a very welcoming culture that starts at the top with our CEO.
  • Nothing is a secret here, we think honesty and transparency create a productive workplace.
  • Recognition for hard work and demonstrating our core values is important to us.


  • Competitive health benefits, including mental, emotional, and behavioral health benefits and an easy to use Employee Assistance Program.
  • Flexible sick & personal leave policy needed for health, family, and parenting during this tough time.
  • Open vacation policy without a cap on the number of days-off. We do require employees to take a minimum of 5 days off in a row each year. 
  • Subsidized International Travel: We subsidize international travel starting at 6 months, and increasing each year
  • Equity, per company’s general stock grant plan 
  • 401k account through Betterment which allows you to seamlessly save money for retirement directly from your paycheck
  • Learning and Development Opportunities: In the spirit of our core value to Learn Enough, we offer a book reimbursement program. If you share what you learned from a book with the team, we'll reimburse you for it. We also provide ample room for learning and development opportunities through Coursera online courses, outside speakers, and opportunities to learn skills from your colleagues.


Levelset is committed to providing an environment where any and all people feel welcome, respected, and free to be their authentic selves. We welcome applicants of all gender identities, sexual orientation, educational background, religion, ethnicities, veteran status, and citizenships.


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Technology we use

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An Insider's view of Levelset

How do you make yourself accessible to the rest of the team?

I love the connection I have with team members across all offices and teams. I make myself available over Zoom and Slack on a regular basis and try to meet with folks when I’m in our offices. This is important to me because our people are investing in us just as much as we’re investing in them.

Gretchen Lynn Riedel

Vice President of Customer Experience

What are Levelset Perks + Benefits

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Open office floor plan
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Mental Health Benefits
Retirement & Stock Options Benefits
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Pet Friendly
Relocation Assistance
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Online course subscriptions available
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