Transfr
Customer Experience
CustomerSuccessManager
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“Customer Success Manager at Transfr. Skills: Customer Success Management, Portfolio Management, Customer Onboarding, Customer Health Monitoring. Manage a book of business exceeding 150 accounts. Rapidly move customers from signature to 'First Value'”
What You'll Achieve.
Scaling customer success operations; Directly impacting customer adoption, retention, and long-term value realization; Ensure customers successfully onboard, adopt, and maximize the value of the Transfr platform; Ensure customers understand the ongoing value; Maintain a high standard of health across a large book of business; Driving customer health, engagement, and outcomes
Industry & Context.
Proactive; Analytical
Willingness and ability to travel periodically to customer and partner sites (approximately 25% travel), Must be authorized to work in the United States without restriction
What They're Looking For.
Must Have
3+ years of experience in Customer Success or Account Management, 1 + year managing high-volume portfolios (100+ accounts), Experience using Customer Success automation platforms, written and verbal communication skills, Experience onboarding customers, Proven ability to build and maintain customer relationships
Nice to Have
Experience supporting and presenting Quarterly Business Reviews (QBRs), Experience partnering closely with renewals or account expansion teams
What You'll Do.
Manage a book of business exceeding 150 accounts
Rapidly move customers from signature to 'First Value'
Monitor customer health signals and automated triggers
Execute 'one-to-many' communication strategies
Maintain rigorous documentation and activity logging
How You'll Work.
Team & Collaboration
Partner closely with Account Management (AM) to hand off renewal-ready accounts; Collaborate with Support and Product teams to resolve common technical hurdles
Communication Scope
written and verbal communication skills
Full Job Description
We are seeking a Customer Success Manager to join our team at Transfr! This is a unique opportunity to play a key role in scaling customer success operations while directly impacting customer adoption, retention, and long-term value realization. The Customer Success Manager is responsible for managing a high-volume portfolio of 150+ customers, ensuring they successfully onboard, adopt, and maximize the value of the Transfr platform. This role is ideal for a highly organized, data-driven professional who thrives in a fast-paced environment and can deliver exceptional customer experiences at scale. The ideal candidate brings a strong operational mindset and is comfortable leveraging automation, customer success tools, and a tech-touch approach to ensure customers understand the ongoing value while maintaining a high standard of health across a large book of business. They are proactive, analytical, and passionate about driving customer health, engagement, and outcomes across a large book of business. Location: The expected territory for this role is the East Coast region, covering approximately 25 states. Therefore, we will only consider candidates based within this region. The ideal candidate is located in the Eastern Time Zone. The base salary range for this position is $85,000 - $90,000. This role is eligible to participate in the company’s bonus and equity program. Actual compensation may vary based on factors including experience, skills, education, location, and internal equity considerations. Day to Day Responsibilities: - Portfolio Management: Manage a book of business exceeding 150 accounts by utilizing internal tools and automated workflows to provide consistent and high-quality support across the entire customer lifecycle. - Efficient Onboarding & Adoption: Leverage provided resources, playbooks, and technology to rapidly move customers from signature to "First Value," to ensure a streamlined onboarding experience that sets the foundation for long-term util
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