Customer Success Manager supporting Jonas Software clients with technical issue resolution, retention, and software adoption. Partnering with sales, product, and development teams to improve customer outcomes.
Responsibilities
Provide timely and accurate technical assistance to clients via phone, email, live chat, and ticketing systems
Troubleshoot software-related issues and guide users through solutions
Diagnose and resolve technical and functional software issues
Escalate complex cases to senior technical teams when necessary
Act as the voice of the customer and communicate feedback to product development and sales teams
Maintain accurate records of customer interactions, issues, and resolutions in the ticketing system
Contribute to a comprehensive knowledge base
Follow up with clients to ensure satisfaction
Identify opportunities for additional training or support
Foster long-term customer relationships
Collaborate with sales, product, and development teams to ensure a cohesive customer experience
Report to the Director of Client Operations
Requirements
Minimum of bachelor’s degree in business, marketing or English
5+ years supporting or implementing business software (ERP, field service, accounting, or payroll software strongly preferred)
Experience troubleshooting cloud-hosted applications using AI tools
Bonus if past experience in driving AI initiatives across CS functions
Analytical mindset — comfortable interpreting usage data and translating it into action plans
Highly organized, self-directed, and able to manage competing priorities across multiple accounts
Experience with CS and CRM tools (e.g., Salesforce, Freshdesk, HubSpot)
Excellent knowledge of CS tools like Freshdesk, Hubspot or Salesforce
Excellent interpersonal, listening, and written communication skills
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