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Do you enjoy driving measurable results across a diverse book of customers? Are you energized by helping growing organizations adopt technology that scales their people operations? As a Growth CSM at WorkBright, you're not just managing accounts-you're shaping the future of how businesses onboard their employees.

ABOUT THE COMPANY

WorkBright is a leading HR platform for radically simple form verification. We're getting people to work faster by streamlining the hiring process.

Workbright is a Certified B Corp. We balance our purpose and profit as we consider our impacts on all stakeholders from a social, environmental, and governance perspective.

We're also a pretty great place to work. And don't just take our word for it! We're proud to be awarded a Best Place to Work 2020-2026 by Best Places to Work in Colorado (formerly Outside Magazine), as well as #5 in Best Companies for Remote Workers in 2026, and Inc. Top Workplaces for 2024, 2025, and 2026.

THE ROLE

We are seeking a Growth Customer Success Manager to own and grow multi-level relationships with mid-market customers and franchise networks using the WorkBright platform. This role requires a strategically-minded, consultative, analytical relationship builder who translates data into actionable insights and tailored solutions to drive measurable business outcomes. The Growth CSM will proactively identify and execute expansion opportunities while leveraging automation and data to deliver high-quality, scalable customer outcomes. The Growth CSM will balance human touch for proactive strategic engagement with technology-enabled efficiency-managing renewals, adoption, and expansion through proactive playbooks and automated insights.

You'll serve as a trusted advisor and advocate - partnering closely with Sales, Implementation, and Product teams to champion customer needs, surface strategic product feedback and ensure long-term retention and revenue growth across your customer segment.

Responsibilities:

• Manage a portfolio of mid-market customers as a strategic owner, driving retention and revenue growth through proactive engagement, targeted account strategies and a deep understanding of each customer's business goals and success metrics.
• Handle role-specific challenges independently, drawing on strong knowledge of team resources, processes, and tools built through diverse project experience.
• Actively experiment with AI tools relevant to your role; share learnings with teammates and incorporate AI into day-to-day work where it adds value.
• Achieve Net Revenue Retention (NRR) goals through upsell, cross-sell, and renewal readiness.
• Own and maintain a proactive renewal and expansion pipeline, providing regular forecast updates to leadership that reflect account health, growth opportunities, and prioritized next steps - surfacing blockers early and aligning internal resources to protect and accelerate revenue outcomes.
• Leverage automation within Vitally and Intercom to manage playbooks, monitor support tickets, and identify at-risk accounts.
• Manage account renewals and mitigate churn through proactive engagement utilizing multiple data sources (i.e. CSAT scores, platform utilization, and AI agents).
• Maintain a Renewal Preparedness Rate of 60+ days pre-renewal for all accounts.
• Conduct data-driven adoption and health reviews, identifying risk and expansion opportunities.
• Monitor playbook-driven outreach and complete risk indicator projects within one week of deadline.
• Partner with Sales to identify, log, and progress upsell opportunities; track all expansion conversations.
• Provide customer insights and structured feedback to inform roadmap and marketing initiatives.
• Participate in product promotions (webinars, lunch and learn events, franchise workshops, etc) to support both new sales and upsell opportunities.
• Utilize WorkBright tech stack (including but not limited to Salesforce, Quoter, Vitally, and AI agents) to manage accounts, maintain updated stages and account health and forecast opportunities.
• Represent the "voice of the customer" internally and contribute thought leadership externally (e.g., case studies, business reviews).

Qualifications:

• 3–5+ years of experience in Customer Success, Account Management, or Consulting within SaaS or technology.
• Proven success managing a mid-market or growth-tier portfolio.
• Data-driven mindset with ability to translate health and usage data into action.
• Comfortable working in a 60–70% automated environment (AI workflows, task automation, Intercom Fin), reflecting a working split of roughly 80% in the business and 20% on the business.
• Excellent organizational and prioritization skills; able to manage high-volume portfolios efficiently.
• Strong communication and relationship-building skills across operational and management levels.
• Experience using tools like Salesforce, Vitally, and AI-driven playbooks to manage renewals and identify opportunities.
• Highly proactive and resourceful with a growth mindset and strong accountability.
• Strong consultative and problem-solving skills; ability to align solutions with customer needs.
• Excellent communication and presentation skills, including executive-level delivery.
• Experience in digital transformation, change management, or complex adoption strategies preferred.
• Willingness to travel for client meetings, business reviews, and industry events as needed.
• Proven track record of exceeding assigned KPIs such as quota or customer satisfaction scores, preferably within a SaaS company with a B2B product, preferred.
• A strong technical aptitude. Expect above-average skills in Google for Business or other similar platforms.

Travel Required:

Travel may be required for various meetings or events ranging from team meetings to trade shows or customer events. (Potentially 4-6 times per year.)

Please note, We are prioritizing candidates in the following states: AL, CA, CO, FL, ID, NY, OH, PA, TX, VA, WI

What We Offer You: Compensation and Benefits

• The salary range for candidates is: $70,000 - $75,000 base with a $20,000 variable
  
• This is a full-time, exempt position
• Opportunity to work at a B Corp!
• Unlimited vacation
• Full time employees are eligible for stock options, subject to the terms of the plan
• 1 extra paid day off to volunteer in your community each quarter
• Health and dental (with competitive employer coverage), life insurance, FSA with company match, 401K with company match, additional reimbursements including home office set up, personal and professional development, and wellness
• The ability to work from wherever you want!

At WorkBright, our core values are Unity, Impact, Initiative, Vigilance (updated 2026). We celebrate diversity and pride ourselves in fostering a productive, fun and positive company culture. We are proud to be an equal opportunity workplace and are an affirmative action employer.