Customer Success Manager

Are you passionate about customer satisfaction and building long-term customer relationships? This Florida-based, fast-growing software company dedicated to helping small and mid-sized businesses streamline operations and drive growth through quote and proposal software is looking for a Customer Success Manager who will play a key role in delivering exceptional service to QuoteWerks customers. This is an on-site position located in Orlando, FL.

We’ll Provide:

• Robust benefits package including health insurance, dental, vision, 401K, PTO, and holidays

• Salary range of $45,000 - $60,000, plus quarterly bonus opportunities

• A set schedule of 8:45am-5:15pm to help promote work/life balance

• Small team, big impact - your work will directly shape the customer experience and company growth

• Collaborative, supportive culture where your voice matters

• Opportunities for continued growth and learning

What You’ll Do:

• Serve as the first point of contact for all product, feature, and account questions from existing customers via phone and email

• Maintain strong, long-lasting customer relationships

• Ensure customers’ needs are understood and satisfied

• Create sales quotes and detailed proposals

• Own the onboarding process, ensuring each customer launches successfully and adopts key features quickly

• Interact with our reseller partner channel

• Collaborate with internal teams to execute projects and campaigns

• Provide product demonstrations

• Increase sales and secure renewals by demonstrating the value of QuoteWerks solutions and building strong relationships with customers

• Monitor customer health metrics and proactively identify at-risk accounts, developing and executing retention strategies

Skills You’ll Need:

• 2–5 years of customer-focused office experience in a B2B environment, including customer service, account management, or similar roles (technology or software experience a plus)

• Experience managing client accounts

• Comfortable making outbound phone calls

• Strong verbal and written communication skills

• Excellent organizational and time management skills

• Positive and outgoing disposition

• Familiarity with CRM or accounting software is a plus

Next Steps:

Quick apply with your resume here

Or

Get a head start on our application and aptitude testing process here: