workwize

(Commercial) CSM Team Lead - New York

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At a Glance

Location
New York, United States
Experience
3–5 years
Posted
2026-04-03T13:33:41-04:00

Key Requirements

Required Skills

CRM

Requirements

5+ years in Customer Success or client-facing roles

3-5 years of leadership experience

Comfortable with tools like: HubSpot (CRM),

Responsibilities

You’ll lead a small, high-performing crew while managing your own client portfolio, making sure both your team and your clients come out on top.

Diving into performance metrics, tweaking strategies, and finding ways to make processes smarter, faster, and more impactful.

Handle client escalations with skill and confidence

Implement processes to boost client happiness and retention

Maximize Revenue Opportunities

Manage the client lifecycle, including renewals and upsells