---
title: 'Customer Success Manager at WhatConverts'
canonical: 'https://feeny.ai/job/customer-success-manager-whatconverts-remote-scarjtb5q9vv'
type: 'job'
last_seen: '2026-10-15'
---

# Customer Success Manager at WhatConverts

- **Company:** WhatConverts
- **Location:** Remote
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-18
- **Last confirmed live:** 2026-10-15
- **Apply:** https://jobs.gem.com/whatconverts/am9icG9zdDoVTFIsOimsTVraPup2xua0

## Job description

Drive Success. Build Relationships. Make Every Customer a VIP.

Customer Success Manager Location: Fully Remote (USA)

## About WhatConverts

WhatConverts is a B2B SaaS company specializing in marketing attribution and lead tracking solutions. We empower businesses to make smarter, data-driven decisions by revealing exactly what drives their conversions. As a remote-first company, we foster a mission-focused and performance-driven culture where integrity, initiative, and innovation thrive.

Position Overview We’re looking for a relationship-driven Customer Success Manager (CSM) to join our growing team. In this role, you won’t just “manage” customers - you’ll partner with them. From onboarding to expansion, you’ll serve as a trusted advisor helping clients maximize value from WhatConverts, prove their ROI, and grow with us long-term. If you’re passionate about creating standout experiences, energized by fast-paced SaaS environments, and skilled at blending strategy with service — you’ll thrive here.

In this role you’ll get to:

- Lead engaging onboarding meetings that set customers up for success, ensuring ROI and a long-term relationship.
- Deliver strategic platform training directly tied to each customer’s needs and goals.
- Conduct an in-depth needs analysis to ensure customers are optimally set up to achieve their goals and growth.
- Monitor account health, identify risks early, and proactively guide customers to stronger outcomes.
- Collaborate across internal teams to remove barriers, accelerate adoption, and drive customer value.
- Serve as the primary point of contact for your Book of Business, building relationships rooted in trust and long-term value.
- Identify and nurture opportunities for account growth and expanded platform usage.
- Champion customer feedback internally to shape product enhancements and better customer experiences.
- Play a key role in growing WhatConverts by increasing customer retention and satisfaction.
- Maintain detailed records of customer interactions, health indicators, and progress against success metrics on the CRM.

What we’re looking for:

- 2+ years of customer success, onboarding, or account management experience within a SaaS or tech environment.
- Strong technical aptitude — you enjoy learning, explaining, and troubleshooting software solutions.
- Hands-on experience with CRM tools (Zoho, Salesforce, or similar) to manage customer relationships and success journeys.
- Exceptional communication, facilitation, and relationship management skills.
- Highly organized, proactive, and energized by helping customers succeed.
- A natural passion for customer advocacy and a bias toward action.

Company Benefits/Perks:

- Remote-First: Empowered to work agilely in a fully remote environment with no risk of office return.
- Immediate Impact: From day one, take ownership of projects and make a direct impact.
- Health & Wellness: 100% employer-paid premium medical, dental, vision, and life insurance.
- 401k with 5% Match: Secure your future with immediate vesting.
- Employee Support: Access counseling, legal, and debt management services through our EAP.
- Generous PTO & Flexible Time Off: Accrue PTO with additional days for tenure, plus up to 4 hours of flex time per week for personal matters.
- Parental & Bereavement Leave: Paid leave for life’s important moments.
- Volunteer Day: Give back with an annual volunteer day.
- Diversity & Inclusion: Join a positive, supportive, and inclusive workplace.
- Remote Work Perks: $100 monthly stipend to ensure your home office needs are met and company-provided devices.

Before you apply you should:

- Learn [about](http://www.whatconverts.com) our team
- Read about [what makes us different](https://www.whatconverts.com/careers) or [watch a product overview](https://www.whatconverts.com/watch-a-demo)
- Read our reviews on [G2](https://www.g2.com/products/whatconverts/reviews)

If you're excited to grow your career in a fast-moving SaaS company alongside smart, supportive colleagues — we’d love to meet you.

WhatConverts is an equal opportunity employer. We recruit, hire, pay, and promote without regard to gender, race, sexual orientation, age, religion, veteran status, physical/mental abilities, or any other identities protected by law.

## About WhatConverts

## Company Overview
- **One-liner**: WhatConverts is an all-in-one lead tracking and reporting platform that helps marketers prove and grow their marketing ROI by capturing attribution from calls, forms, and chats.
- **Entity Type**: Private (bootstrapped – no public funding rounds disclosed)
- **Headquarters**: Charlotte, North Carolina, United States
- **Founded**: 2014
- **Founders**: Michael Cooney, Jeremy Helms

## Core Business
- **Primary industry**: Marketing technology (MarTech) / Marketing analytics
- **Target customers**: B2B – marketing agencies, PPC and SEO professionals, franchises, and SMBs
- **Mission/purpose**: “To give marketers the tools they need to prove the value of their efforts” – answering the question “What marketing works?”

## Products & Services
- **WhatConverts Platform**: A SaaS lead tracking and reporting dashboard that unifies call tracking, form tracking, chat tracking, ecommerce tracking, lead management, and marketing attribution. Offers keyword-level call tracking for PPC campaigns, multi-click attribution (Plus plan), and over 1,000 integrations with tools like Google Analytics, Google Ads, and CRMs.
- **Call Tracking**: Assigns unique phone numbers to campaigns to track inbound call sources and record conversations.
- **Marketing Reports & Real-Time Reporting**: Pre-built and custom reports that show which channels, keywords, and campaigns deliver the best leads and revenue.

## Market Standing
- **Valuation**: Not publicly available (privately held, no funding disclosed)
- **Key Metric**: 10 million user actions tracked per year; 25,000+ apps using WhatConverts; clients see an average 30% increase in ROI
- **Notable Investors/Partners**: No external investors listed; integrations include Google, Zapier, and hundreds of other marketing tools.
- **Growth Signals**: Headcount grew 33.3% year-over-year to 33 employees; distributed workforce across the US, Guatemala, Spain, and Portugal; fully remote company expanding internationally.

## Competitive Advantages
- **All-in-one platform** that replaces separate call tracking, form tracking, chat tracking, and lead management tools – no need for multiple logins or spreadsheets.
- **Endless integrations** (1,000+) with existing marketing and CRM tools, making it easy to adopt without disrupting workflows.
- **Keyword-level call tracking** for PPC, revealing which specific search terms drive phone leads.
- **Strong focus on customer support** – the company believes great products fail without expert support and invests in a dedicated support team.

## Strategic Focus
- Continue expanding the platform’s marketing intelligence capabilities (moving beyond call tracking into full “Marketing Value Intelligence”).
- Maintain a remote-first culture while scaling the team globally.
- Deepen integrations and automate lead-to-revenue attribution for agencies and enterprises.

## Why Work Here
- **100% remote company** with a strong team dynamic – regular video meetings, company progress calls, and breakout trivia sessions to stay connected.
- **Culture**: Mission-driven, high-performance expectations balanced with flexibility and autonomy. Core values: Initiative, Integrity, Innovation.
- **Perks & benefits**: 100% employer-paid health, dental, and vision insurance; monthly remote-work stipend; Employee Assistance Program (counseling, legal, debt management); competitive PTO with greater rewards for long-term employees; performance bonuses.
- **Inclusion & diversity**: Positive, supportive, and inclusive workplace; all employees expected to bring that approach.
- **Engineering/technical culture**: 30% of staff in technical roles; team members are given ownership of projects from day one.

## Sources
1. [whatconverts.com/careers](https://www.whatconverts.com/careers/)
2. [whatconverts.com/about](https://www.whatconverts.com/about/)
3. [linkedin.com/company/whatconverts](https://linkedin.com/company/whatconverts)
4. [whatconverts.com](https://www.whatconverts.com/)
5. [builtin.com/company/whatconverts](https://builtin.com/company/whatconverts)

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