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Customer Success Manager (CSM), Oakland Based

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Customer Success Manager (CSM), Oakland Based
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Job Summary

Job Type
Job Last Posted
Job posted 6 days ago
Job Role
Customer Success, Chief Customer Success Officer
Employer's Industry

Job Description


Our product enables local businesses to deliver a five-star customer experience. People have a better experience when the business is responsive, engaged, and customer-centric. By helping local businesses serve their customers better, we also help them thrive.

Our culture is diverse and inclusive and what we all have in common is that we find purpose in our work, we know our work has meaning, and we strive to learn from one another as we build Broadly together!


As a Customer Success Manager, you will develop and maintain 250-300 relationships with various small business owners across the nation.

As a Broadly product expert, you will teach business owners how to connect with modern consumers, take control of their online presence, and maximize their search-engine ranking by utilizing our patent-pending technology.

You'll manage the entire customer lifecycle from customer onboarding, training, implementation, support, upsells, renewals and expansion.

In this role, you will be the key point of contact for our customers, helping to maximize the value they receive from our solutions, cultivating successful long-term partnerships.

In addition to your Customer Success peers, you'll collaborate and work closely with your Sales, Marketing, Operations, and Engineering teams to deliver a best-in- class customer experience!


Flexible Time Off: We believe that a balance between work and life is essential to happiness and success, so work hard and take the time you need

Health Coverage: We offer competitive coverage plans for medical, dental and vision, because you’re worth it

Food: We serve catered lunch every week, gather for company happy hours, and stock the office with bountiful snacks

Fitness: Gym subsidy, commuter benefit

Travel: Ask us about our International Travel Stipend

Team Bonding: Weekly Happy Hours, Quarterly All Hands and more!

Equity: Yeah, you’ll be a stakeholder, we all are!


Up to 55K base, quarterly bonuses, upselling spiffs, stock options, International Travel Stipend and more!


  • 2+ years successful track record in a sales / customer success / account management
  • Experience with a technology or SaaS company
  • Strong ability to communicate with confidence, integrity and compassion via phone, email and occasionally in-person.
  • Strong attention-to- detail, ability to multi-task, and manage time. This is a fast-paced role that requires organization and a self-starter approach.
  • Prior Digital Marketing/SEO, Salesforce, CRM experience
  • Experience working in a start up company is a plus
  • BA/BS Degree, or in pursuit thereof

Lovely to have:

  • Strong proven work ethic
  • Exceptional ability to develop relationships
  • Customer focused and prepared to “go the extra mile”
  • Team-first attitude with the ability to work autonomously
  • Highly organized with a strong attention to detail
  • Flexible and adaptable to a rapidly changing environment, #startuplife
  • Creative and excellent problem solver
  • Dog lover, please see our team roster:)

Broadly is committed to providing and promoting equal opportunity for all employees and applicants. We comply fully with the spirit, as well as the letter, of all applicable local, state, and federal laws and regulations implementing the national objective of equal employment opportunity. Broadly does not discriminate in employment opportunities or practices on the basis of race, color, citizenship status, national origin, ancestry, gender, pregnancy, sexual orientation, gender identity, genetic information, age, religion, creed, physical or mental disability, marital or domestic partner status, veteran status, political or religious affiliations, height, weight, or any other characteristic protected by law.

Business Overview

Our Story

Our Mission

We champion your local business. We believe in your positive impact on the community. We connect you with modern consumers, simplify your operations, and grow your word of mouth.

Broadly was founded in 2013 by engineers, Josh Melick and Assaf Arkin, while living in Oakland. After years of watching his father’s roofing business struggle to find an effective, simple and affordable solution to market itself, Josh recognized a need in the local business community. The duo set out to find an impactful way for businesses to engage with today’s consumers.

We are 100 people strong, Series B funded, 10M annual revenue and offer a very diverse workplace full of personal and professional growth opportunities!  Read our reviews on Glassdoor!



Culture & Perks

Pet Friendly
Mission Driven
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