At a Glance
- Tasks: Engage with customers, ensuring they achieve their goals using our innovative SaaS solutions.
- Company: Join Zone & Co, a leading SaaS company transforming finance teams worldwide.
- Benefits: Enjoy remote work flexibility, comprehensive benefits, and a supportive company culture.
- Why this job: Be a strategic partner, helping customers succeed while growing your career in a dynamic environment.
- Qualifications: 3+ years in Customer Success or Account Management, strong communication skills, and a data-driven mindset.
- Other info: We value diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 36000 - 60000 £ per year.
Zone & Co is a leading SaaS company committed to freeing finance teams from the limitations of clunky, disparate systems and manual processes. Our rapidly growing portfolio of solutions is built on the oracle NetSuite platform (the leading cloud-based ERP software platform) and offers advanced automation and integration solutions to a wide spectrum of business-critical functions, including complex billing & revenue recognition, to off-the-shelf advanced reporting, Payroll, AP automation, payments, reconciliations, approvals and more.
Zone helps over 3,000 companies worldwide work smarter, faster and more securely, whilst maximizing platform value. We do this with a growing innovation-minded team of over two hundred folks, based across North America, Europe and Asia Pacific.
Our journey has only just begun and we are excited to welcome talented individuals looking to grow alongside us. If this sounds interesting to you, we’d love to hear from you!
Are you passionate about helping customers succeed and scaling that impact with smart systems and strategy? As a Scaled Customer Success Manager, you’ll be at the heart of how we support a large and diverse portfolio of customers, combining technology, automation, and data to deliver a personalized experience at scale.This is more than just managing accounts; you’ll be the strategic partner who helps customers unlock real business value, proactively solve challenges, and become loyal advocates. If you love working efficiently, thinking a few steps ahead, and finding scalable ways to make customers happy, this is your opportunity to shine.
What You’ll Do:
Build relationships with customers to understand their goals, challenges, and how our product supports their success.
Conduct periodic check-ins with customers to assess satisfaction and reinforce product value.
Ensure customers are fully leveraging the product to achieve business outcomes.
Retention & Growth
Monitor customer health using tools and metrics (usage, engagement, CSAT, NPS).
Proactively address risks and implement strategies to reduce churn.
Identify and qualify upsell and cross-sell opportunities in collaboration with the Account Management team.
Leverage automation, standardized playbooks, and segmentation to drive efficiency and scale outreach.
Deliver the right level of engagement across high-, medium-, and low-touch customer segments.
Guide customers through new product features and releases to maximize value.
Internal Collaboration & Advocacy
Act as the voice of the customer, surfacing feedback and insights to product, sales, and support teams.
Coordinate with support teams to resolve technical issues and improve customer experience.
Share learnings and success stories internally to help refine our customer success strategy.
Reporting & Documentation
Track and document customer interactions, health scores, escalations, and lifecycle events in our CRM and customer success platform.
Provide regular reports and updates on customer health, risks, and retention outcomes to leadership.
What You’ll Bring
3+ years in Customer Success, Account Management, or a similar client-facing role in a SaaS or tech company.
Strong communication and presentation skills, both written and verbal.
Excellent active listening and empathy to understand and resolve customer challenges.
Confidence leading customer meetings, webinars, and success planning sessions.
A data-driven mindset and ability to analyze customer insights to drive decisions.
Experience using tools like Salesforce, Gainsight, or other customer success platforms.
Familiarity with customer success methodologies (e.g. CSM lifecycle, journey mapping, success plans).
What You’ll Bring
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3+ years in Customer Success, Account Management, or a similar client-facing role in a SaaS or tech company.
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Strong communication and presentation skills, both written and verbal.
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Excellent active listening and empathy to understand and resolve customer challenges.
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Confidence leading customer meetings, webinars, and success planning sessions.
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A data-driven mindset and ability to analyze customer insights to drive decisions.
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Experience using tools like Salesforce, Gainsight, or other customer success platforms.
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Familiarity with customer success methodologies (e.g. CSM lifecycle, journey mapping, success plans).
Bonus Points If You Have:
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Experience managing a scaled customer portfolio or working in a tech-touch model.
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Familiarity with automation tools, lifecycle email campaigns, or CS playbooks.
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Understanding of the SaaS customer journey and revenue metrics (ARR, churn, NRR, etc.).
At Zone, our benefits are designed to enrich your life beyond the workplace. Recognizing that work is just a fraction of your overall life experience, we are dedicated to providing robust support. As a fully remote company, we prioritize flexibility and balance. Explore our comprehensive list of benefits atZoneandco.com .
Zone and Co is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.
We strongly encourage candidates of all different backgrounds and identities to apply. This is an opportunity for us to bring in a different perspective and we’re eager to further diversify our company. Zone & Co is committed to building an equitable, inclusive, and supportive place for you to do some of the greatest work of your career.
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Scaled Customer Success Manager employer: Zone & Co
Contact Detail:
Zone & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Scaled Customer Success Manager
✨Tip Number 1
Familiarise yourself with the Oracle NetSuite platform, as it's central to Zone & Co's offerings. Understanding its features and how it benefits finance teams will help you speak confidently about how you can support customers in leveraging this technology.
✨Tip Number 2
Showcase your experience in customer success methodologies during networking opportunities. Engage with professionals in the field on platforms like LinkedIn, and share insights or ask questions about best practices to demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss specific strategies for customer engagement and retention. Think of examples where you've successfully implemented scalable solutions or automated processes that improved customer satisfaction, as this aligns with the responsibilities of the role.
✨Tip Number 4
Research Zone & Co's current customer base and their challenges. Being able to reference real-world scenarios during interviews will show your proactive approach and understanding of the company's mission to enhance customer success.
We think you need these skills to ace Scaled Customer Success Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Scaled Customer Success Manager. Highlight your experience in customer engagement, retention strategies, and data analysis in your application.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise your background in SaaS, customer success methodologies, and any relevant tools you've used, such as Salesforce or Gainsight.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer success and your ability to drive value for clients. Use specific examples from your past roles to demonstrate how you can contribute to Zone & Co's mission.
Showcase Your Communication Skills: Since strong communication is key for this role, ensure your application reflects your written and verbal skills. Be clear and concise, and consider including a brief example of a successful customer interaction or presentation you've led.
How to prepare for a job interview at Zone & Co
✨Understand the Company and Its Products
Before your interview, take the time to research Zone & Co and its offerings. Familiarise yourself with their solutions built on the Oracle NetSuite platform, as well as how they help finance teams. This knowledge will allow you to speak confidently about how you can contribute to their mission.
✨Showcase Your Customer Success Experience
Be prepared to discuss your previous experience in customer success or account management. Highlight specific examples where you've helped customers achieve their goals, resolved challenges, or identified upsell opportunities. This will demonstrate your ability to be a strategic partner for clients.
✨Demonstrate Data-Driven Decision Making
Since the role requires a data-driven mindset, come equipped with examples of how you've used metrics to inform your strategies in past roles. Discuss tools you've used, like Salesforce or Gainsight, and how you've leveraged customer insights to drive decisions.
✨Prepare Questions for the Interviewers
Interviews are a two-way street, so prepare thoughtful questions to ask your interviewers. Inquire about their customer success methodologies, team dynamics, or how they measure customer satisfaction. This shows your genuine interest in the role and helps you assess if it's the right fit for you.