Senior Customer Success Manager

Lehi, UT

About the role

Senior Customer Success Manager - Rocketlane Senior Customer Success Manager Job type: Full Time · Department: Post Sales · Work type: On-Site Lehi, Utah, United States Job details Application form About Rocketlane Rocketlane is a fast-growing, innovative SaaS company making waves in customer onboarding and professional services automation. Our mission? To empower B2B companies with a smooth, consistent, and efficient way to onboard customers and manage client projects—reducing chaos and boosting customer satisfaction across industries. We’re a close-knit team of over 100 passionate professionals, all focused on building a product that teams love to use. Our journey has been fueled by $45M in funding from top investors, including 8VC, Matrix Partners, and Nexus Venture Partners. What will you do ? The CSM will play a key role in ensuring customers derive maximum value from the product to help Rocketlane emerge as the default choice in its product category. In this high-impact role, you'll get to: Craft and execute on cohesive CS playbooks for key stages across the customer lifecycle such as upcoming renewals, QBRs/EBRs, customers with low health scores, churn/downgrade risk accounts, etc. Engage strategically with large customers around their goals and objectives and deliver best practices and solutions that will help them accomplish their objectives Drive expansion and retention Plan strategically and execute on new initiatives/campaigns, to identify gaps in product usage/adoption across mid-market and Enterprise customer segments and course-correct as conditions warrant Monitor and closely track product adoption, usage, and overall customer health and deliver findings to the leadership team Maintain and monitor key metrics across customer segments including NRR, renewals, churn rates, NPS, etc. Proactively assess customer goals and needs, and have a consultative approach to facilitate their success with the product Be highly creative in devising campaigns that inform and educate and engage customers on the latest product features Have an experimental and iterative approach to generate a continual and qualified pipeline of renewals Proactively identify and assess expansion opportunities You should apply if 10+ years of overall experience with at least 4 years experience in a CS role, preferably in early-stage startup(s) Ability to apply a good mix of strategic and analytical thinking, business acumen, operational discipline, and strong communication and collaboration skills A proactive go-getter capable of getting hands dirty and going from idea to execution and pushing the organization to change Experience in having a data-driven approach, optimizing for the right parameters on the go, and having strong execution capabilities Proven track record in managing multiple stakeholders, identifying key customers, and cross-org collaboration Strong knowledge of relevant CS tools/technologies shall be a plus An open mindset to build and execute with geographically distributed teams from the ground up that consistently deliver outstanding results

Why join us? At Rocketlane, we’re all about building a great product and a great place to work. Here’s why you’ll actually look forward to Mondays: Impact and ownership : You won’t just be another cog in the machine; here, you’re more like a turbocharged engine part. Bring your ideas, make them happen. Work with the best : We’re a team of passionate, quirky, and ridiculously talented people. Come for the work, stay for the memes. Celebrate wins : Whether we’re hitting major milestones or celebrating new funding, we like to mix it up. From rap videos to team outings, we believe in celebrating big. Learn and grow : We’re all about learning—and we’re not just talking about the latest SaaS trends. You’ll grow your career, pick up new skills, and maybe even learn to love Excel (or at least tolerate it). Flexibility and balance : While we love collaborating in the office five days a week, we know everyone has their own rhythm. That’s why we offer flexibility around hours—so you can bring your best energy, whether you’re an early bird or a night owl. Pajamas optional (at least outside the office). Best-in-Class

Benefits : Comprehensive medical, dental, and vision coverage for full-time employees and their dependents. Industry-first HSA

benefits. Flexible Time Off Generous 401(k) match to support your financial future. Apply for this position Autofill from resume Save time by uploading your resume. (Only PDF or DOCX format supported) Upload file Loading... Made with

About Rocketlane

Rocketlane is a Professional Services Automation (PSA) platform designed to enhance project profitability and streamline customer onboarding processes. The platform combines project management, collaboration, and communication tools to help teams plan, track, and execute client-facing projects. It includes features such as task management, document sharing, time tracking, and customer portals, enabling visibility into project progress for both internal teams and clients. Rocketlane also supports workflow automation, resource planning, and reporting to help organizations coordinate onboarding activities and monitor performance. The system integrates with other business tools to streamline data flow across Sales, Customer Success, and service teams.

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Job details

Location

Lehi, UT

Company

NameRocketlane
IndustryAdministrative Services
Team Size4

Funding

Total raised

$105M

Last stage

Series C

Investors

Insight Partners
Nexus Venture Partners
8VC
ZZ47
MMatrix Partners India

Founders

Srikrishnan Ganesan

Srikrishnan Ganesan

Co-Founder & CEO

LinkedIn
DB

Deepak Bala

Co-Founder & CTO

LinkedIn
Vignesh Girishankar

Vignesh Girishankar

Co-Founder

LinkedIn

What happens next.

No applications, no recruiter spam. Just the intro.

01

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

02

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

03

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.