Follow Up Boss

Customer Success Manager


Medium Medium



Customer Success Manager


Follow Up Boss







Who Is Follow Up Boss?
Why Work Here?

  • We’re a young, ambitious company who only answers to our customers
  • Opportunity to have a big impact on our growth and your career
  • No red tape or pointless meetings
  • Competitive salary, health/dental insurance and 20 days paid holiday, $1000 to outfit your home office, yearly company meetup
This Role Is For You If…

  • You’re a  people person who is able to build rapport instantly
  • You’re a self starter who can take initiative on new projects and ideas and run with them
  • You have an entrepreneurial spirit: we are a small, agile team that constantly improves processes
  • You would describe yourself as patient, empathetic and having a good sense of humour
  • You’re independent, self-motivated and can stay efficient and productive without someone looking over your shoulder all day long
  • Superb written and verbal skills (with a professional yet fun demeanor).
  • You consider yourself tech savvy and efficient with SaaS applications
  • You are genuinely excited when you help others hit their goals
  • Great problem solving skills, taking a consultative approach to find the best solution
Your qualifications:

  • Self motivated and proactive mindset.
  • Remote work experience is considered an asset.
  • Based in the USA, quiet home office with fast internet.
  • 3+ years experience in a customer-facing success role (Support, Success, Account Management, or Sales).
Your responsibilities will include:

  • Your #1 priority would be helping our customers be successful with our product (& ultimately their business)
  • Serving as the primary point of contact to proactively engage, train and keep a pulse on our largest accounts
  • Educating customers on best practices using our platform
  • Identifying expansion opportunities – (ie. presenting the value of our dialer and our different plans)
  • Identifying at risk accounts & working to turn around – via usage indicators, ticket volume, low NPS scores
  • Re-training for those that need an extra hand post the onboarding phase
  • Renewal check-ins – ensuring teams are finding value & getting results prior to annual renewals
  • Hosting best practice webinars to help teams achieve greater success with Follow Up Boss
  • Capturing testimonials & identifying teams with best practice strategies and workflows
  • Creating success content campaigns to increase user engagement 
  • Helping legacy teams on Classic switch to Follow Up Boss 2
  • Compiling product feedback and ideas to help our product and engineering team continue to improve our platform
30 Day Targets:

  1. Learn the Follow Up Boss software & product offerings to be effective in the position
  2. Complete all position specific success tasks, setup, and initial training
  3. Virtually meet all Follow Up Boss employees
60 Day Targets:

  1. Host a minimum of five training sessions for existing customers
  2. Proactively work with our existing customer base (training/check-ins)
90 Day Targets:

  1. Lead the efforts with our enterprise level accounts
  2. Create a success campaign & plan an advanced/best practice webinar

Apply for this Position

If you can see yourself in this remote role and feel you can add to the ongoing success of In Marketing We Trust, then apply via