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