Customer Success Manager

, NY, United States

About Us

At Toolio, we’re on a mission to help retailers navigate the complex, competitive and ever-changing retail landscape so they can deliver what their customers want, when and where they want it. Merchandise planning is a key retail discipline that has been dominated by manual, error prone spreadsheets, and accurate inventory planning has never been more important. Toolio’s cloud-based merchandise planning platform built to help next-generation retailers automate critical workflows, gain real-time insights, and make faster, data-driven merchandising decisions. Toolio is trusted by leading brands including Mack Weldon, Bombas, Skims and Chubbies.

Location: Austin, TX, Brooklyn, NY or Remote

The Opportunity

We are looking for a Customer Success Manager, with strong project management skills to join our growing team. You will work closely with our clients, a range of leading companies in the retail space, to ensure they are effectively leveraging Toolio to maximize value. You will serve as a trusted advisor, managing clients from initial implementation and onboarding through ongoing optimization. In this role, you will provide hands-on project management, coordinating cross-functionally with our team to keep complex implementations on time, within scope, and on budget.

Responsibilities include creating detailed project plans and timelines, assessing requirements, identifying risks, and proactively driving mitigation plans. You will also lead monthly, and quarterly success reviews, identifying adoption trends and expansion opportunities. Additionally, you will contribute to building our processes around driving adoption, project delivery, and the overall customer lifecycle. You will report directly to Toolio's VP of Customer Success and work alongside two other CSMs.

The ideal candidate will be diligent and detail-oriented, capable of managing multiple complex projects simultaneously. You are a dynamic, highly-motivated individual who loves rolling up their sleeves and wearing multiple hats. This is an exciting opportunity to help shape customer engagement processes and project rigor for a growing, early-stage startup.

In This Role, You Will

Own and manage the entire customer lifecycle including the implementation and onboarding project management, success planning, and driving adoption for maximum customer value

Lead Customer Implementations: Manage onboarding projects in collaboration with customers and internal teams. Define project goals, document detailed project scopes and plans, identify risks, and customize launch strategies for successful engagements (typically 16-26 weeks).

Project Management: Track progress, adjusting schedules and resources to reflect progress. Report on achievements, risks, issues and mitigation plans.

Customer Engagement: Build trusted advisor relationships with every customer interaction. Schedule and facilitate meetings with clear agendas, action items, and notes.

Customer Advocacy: Contribute to customer specific product marketing activities (i.e. case studies, references, referrals, blog posts).

Training & Support: Develop processes and content to enable self-service onboarding and ensure user adoption. Provide ongoing troubleshooting and optimization support.

Reporting & Expansion Planning: Share customer progress and achievements cross-functionally. Collaborate with revenue teams to manage renewals, identify upsell opportunities, and drive further product usage.

Cross-Functional Partnerships: Work closely with Sales, Product, Engineering, etc. to deliver maximum value. Advocate as the voice of the customer.

Requirements

2 to 4+ years of customer success and/or project management experience, ideally in a SaaS environment

Strong project management background including resource planning, data implementations, risk mitigation, and navigating complex requirements

Excellent analytical, problem-solving, and relationship-building skills

Superior written and verbal communication abilities, with aptitude for presentations

Ability to manage multiple complex projects simultaneously, while delivering excellent client experiences

High attention to detail and organization in documentation, planning, and tracking

Self-motivated with capability to take ownership and drive results

Background in retail, merchandising or buying workflows a plus

Experience working in a high-growth startup environment valued

About You

You are highly organized and detail-oriented, capable of managing multiple complex projects smoothly

You are diligent in setting schedules, meeting deadlines, and tracking progress

You proactively identify potential issues and drive mitigation plans

You are a clear, empathetic communicator across written, verbal, and presentation formats

You are persistent in the face of obstacles - you continue to innovate solutions and push initiatives forward

You are self-motivated and goal-oriented, seizing opportunities as they arise rather than waiting

You have a passion for helping businesses transform operations through strategic use of technology

You are curious and will thrive as part of a team of smart, motivated, and collaborative professionals

To learn more about how we work and what we are looking for in candidates, check out our core values.

We offer competitive base pay with the NYC salary range of $75k - $100k, and a similarly competitive range in other locations. In addition to base salary, this role includes performance based bonus, generous early-stage equity, and benefits including medical/dental/vision.

Our Company And Founders

Toolio is a distributed team with headquarters in NYC and offices in Turkey backed by top VCs and apparel industry executives. Toolio was founded in 2019 by Eytan Daniyalzade and Berk Atikoglu, serial entrepreneurs who have worked together for more than 10 years. Their previous company, Stylr, was acquired by Walmart Labs in 2014. At Walmart, they lead teams that delivered various groundbreaking products like Sam’s Club Scan & Go and Walmart Pay which reach millions of users and process billions of dollars each year. While at Walmart they got to see that the tools used by planners and merchants were years behind the technology they had built for consumers. So they set out on a mission to change this by building a modern merchandising platform, Toolio.

Toolio is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Come build a great company with us!

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