Eliminate financial friction with the Zone. Native to NetSuite and flexible by design, our modular solutions help you scale without painful integrations. Backed by Insight.
About the role
The Customer Success Manager - SMB is responsible for building and maintaining strong, long-lasting relationships with our SMB clients, ensuring they receive maximum value from products and services. This role involves working closely with clients to understand their business goals, providing tailored success plans, and driving adoption, retention, and overall customer satisfaction.
What they're looking for
- ● Must have 3+ years in customer success, account management, or similar client-facing role, preferably within a SaaS or technology environment
- ● Excellent communication skills, both written and verbal, with the ability to clearly articulate complex concepts to non-technical audiences
- ● Active listening skills, with a strong ability to empathize with customers, understand their pain points, and offer effective solutions
- ● Ability to lead customer meetings, webinars, and working sessions confidently
- ● Analytical mindset, capable of interpreting data and customer feedback to drive customer success initiatives and identify upsell or retention opportunities
- ● Comfortable working with Salesforce to track customer interactions, monitor health scores, and report on progress
More about this role
Zone & Company Software Consulting LLC (“Zone”) is the ERP-native AI platform for financial operations, purpose-built for organizations running on Oracle NetSuite. We are redefining how finance teams operate by delivering an AI-powered system that automates, connects, and scales financial workflows directly within the ERP.
As the AI operating system for finance teams in NetSuite, Zone enables more than 4,500 customers worldwide to run smarter, faster, and with greater accuracy. Our platform spans the full financial lifecycle, including Quote-to-Cash, Procure-to-Pay, Treasury, Payroll Management, and Record-to-Report, eliminating manual processes and unlocking real-time financial intelligence.
By embedding intelligence directly into NetSuite, Zone helps finance teams move beyond reactive work to proactive, strategic impact. Learn more at www.zoneandco.com or follow us on LinkedIn: linkedin.com/company/zoneandco .
The Customer Success Manager - SMB is responsible for building and maintaining strong, long-lasting relationships with our SMB clients, ensuring they receive maximum value from products and services. This role involves working closely with clients to understand their...
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