Customer Success Manager

Thanks for stopping by and learning more about this role at Sitemate! We’d love to hear from you.

Overview

We're looking for an SMB Customer Success Manager to join our London team and help drive customer activation, retention, and growth across a portfolio of customers across the built world industries. You'll be the trusted day‑to‑day partner for customers after they've signed, guiding them through onboarding, ensuring they're getting value quickly, and helping them embed Sitemate's products into real‑world workflows. This role is ideal for someone early in their tech career who enjoys working with people, solving problems, and learning fast. You'll collaborate closely with Sales, Account Management, Support, and Product to remove blockers, improve customer outcomes, and share feedback that shapes what we build next. Success in this role looks like healthy accounts, strong adoption, happy customers, and clear action plans for improving usage and reducing churn risk.

Employment

Salary: OTE Remuneration: £55,000-65,000 (incl. Pension)

About Sitemate

Sitemate builds best-in-class software and AI Agents for the built world - empowering construction, infrastructure, and industrial companies to work smarter and faster. Our flagship product, Dashpivot, helps teams move their processes from paper and spreadsheets into powerful, digital workflows that can be used in the field on mobile or tablet. This enables companies to automate repetitive tasks, track progress in real time, and make better decisions every day.

Life at Sitemate

At Sitemate, you’ll join a team that values transparency, high velocity, hustle, diversity, and innovation – not as buzzwords, but as the principles we work by every day. We move fast, communicate openly, and operate with trust and autonomy. You’ll have access to key company metrics, clear career development plans, and the opportunity to grow your career based on performance, not tenure. We believe diverse teams build better products. Our team includes members from 18+ countries – 55% identify as coming from underrepresented ethnic backgrounds, 43% identify as female, and our team spans ages 22–51.

What We Offer

• Competitive, performance‑based remuneration
• Equity options – own a piece of what you’re helping to build
• 20 days paid annual leave, plus sick, carer’s, and compassionate leave
• Parental leave – 16 weeks for primary and 6 weeks for secondary carers (including adoption and stillbirth support)
• Learning & Development – professional growth budget and transparent career plans
• Laptop and home office setup budget
• Flexible work – remote and hybrid options, plus the ability to work from anywhere for several weeks each year
• Community & Connection – weekly catered lunches, global offsites, and Life Story sessions

Equal Opportunity

We’re proud to be an equal opportunity employer. Sitemate welcomes applicants of all genders, ethnicities, ages, sexualities, and abilities. Our team’s diversity is one of our greatest strengths, and we’re committed to ensuring an inclusive environment where everyone can thrive.

Team Context

• Part of the Go-To-Market function working closely with Sales and Support
• High-performance, fast-paced environment with strong operational standards
• Collaborative culture with a focus on ownership, continuous improvement, and coaching
• Opportunity to contribute to process improvement and team development

Day-to-Day

• Own a portfolio of SMB customers as their main point of contact post-sale, building strong relationships and trust.
• Run onboarding and activation: Set success plans, configure accounts, train users, and guide customers to their first wins quickly.
• Prescribe best‑practice workflows: Recommend how to configure Sitemate for different operational use cases across heavy industries.
• Drive adoption through proactive check‑ins, enablement, and ongoing education (calls, emails, Looms, and in‑app guidance where relevant).
• Monitor account health: Track usage signals, sentiment, and risks, then take action early to prevent churn.
• Identify growth opportunities (where appropriate): Look for expansion signals, additional teams/sites, and new use cases, then send them through to the Account Management team to action them.
• Be the internal voice of the customer: Share product feedback, recurring pain points, and what's working well to inform priorities and improvements.
• Stay organised: Send recap emails after every meeting, set follow up tasks in Salesforce, and book in follow‑ups to operate with clarity and consistency.

Challenges

• Balancing a portfolio across the journey: Customers at different stages require prioritisation.
• Pace and learning curve: Expect high ownership; early months involve learning product, process, and industry context.
• Complex, practical environments: Customers operate in heavy industries with real constraints; you need to be pragmatic and outcome‑focused.
• Tough conversations: Address low engagement, push for action, or reset expectations professionally and confidently.
• Strong operating standards: Clear SOPs and ways of working. Will need to unlearn habits and lean into the engineered structure.

Who This Role is For

• Enjoy building relationships and helping customers achieve outcomes (not just answering questions).
• Are organised and proactive – like planning your week, tracking follow‑ups, and staying ahead of risks.
• Have strong customer‑facing experience (hospitality, retail, admin, operations, support, account management, etc.) and want to move into tech.
• Learn quickly and bring a growth mindset: Seek feedback, apply it, and improve your approach.
• Are a problem solver who can diagnose what's happening, propose a solution, and guide the customer through change.
• Like working in a team that values clarity, accountability, and continuous improvement.

Who This Role is Not For

• Prefer purely reactive work (e.g. only handling inbound support) rather than proactively managing a portfolio.
• Struggle to juggle multiple priorities or find it difficult to manage your time independently.
• Avoid customer calls or find it uncomfortable to lead conversations, influence stakeholders, or drive next steps.
• Prefer highly slow‑paced environments with low change and minimal process.
• Want a role with minimal structure – this team runs with Standard Operating Principles, clear expectations, and performance standards.

Skills & Experience

Must Have:

• Customer-facing experience (e.g. account management, support, operations, hospitality, admin, retail leadership) with evidence of building trust and handling issues calmly.
• Clear communication (written and verbal): Can run customer calls, summarise next steps, and write crisp follow‑ups.
• Strong prioritisation and time management.
• Problem solving & critical thinking: Can diagnose what's going on, propose options, and guide a customer to the best outcome.
• Consultative mindset: Asks good questions, understands customer goals, and recommends workflows (not just “how‑to” answers).
• Comfort with process and accountability: Follows SOPs, keeps notes/tasks up to date, and closes the loop reliably.
• Resilience and learning agility: Can absorb feedback, adapt quickly, and stay positive in a fast‑paced environment.
• Attention to detail: Accurate in documentation, customer comms, and internal handovers.
• Basic commercial awareness: Understands retention, customer value, and why adoption matters (even if you haven't owned renewals before).

Nice to Have:

• Experience in SaaS / tech (support, onboarding, success, sales, implementation).
• Familiarity with customer health signals (usage, sentiment, risk) and retention habits.
• Experience supporting customers in construction / trades / field operations / heavy industry or similar practical environments.
• Exposure to renewals or expansion conversations (even informally).
• Comfort working with data (basic reporting, spotting trends, using dashboards).
• Experience collaborating cross‑functionally with Sales, Support, and Product.
• Technical aptitude: Quick to learn new software and explain workflows simply.

Tools

Essential Tools:

• Microsoft Office Suite
• Slack
• Salesforce
• Front
• Confluence
• Loom
• Video conferencing (Zoom / Teams) and calendar tools (scheduling, invites)

Bonus Tools:

• Excel
• Support tools (e.g. Intercom)
• Call recording/coaching tools (e.g. Fathom)
• Analytics / reporting (e.g. Power BI / Tableau)
• Project/task tools (e.g. Trello / Jira)

First 6 Months – Success Criteria

By month 6, the person will have:

• Successfully onboarded and managed a portfolio of customers
• Built strong relationships with key stakeholders across accounts
• Demonstrated the ability to identify and mitigate churn risks
• Driven measurable improvements in customer adoption and engagement
• Become confident in prescribing solutions and workflows within the platform
• Contributed to team processes and shared learnings